Family Office Accountant

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Fast‑paced and rapidly growing wealth management firm with offices in Boca Raton, FL, Melville, NY and New York City is seeking a Family Office Accountant
. In this position, you will be responsible for maintaining the comprehensive financial records of our high‑net‑worth family clients.

• Prepare and execute all accounting functions necessary to report on the financial position of select ultra‑high net‑worth clients.
• Handle day‑to‑day accounts payable functions including vendor management, invoice entry and creation of wires for approval.
• Prepare cash‑flow planning for high‑net‑worth clients including budgeting and forecasting.
• Prepare timely and accurate financial reports and analyses.
• Perform ad‑hoc financial analyses and execute projects as required.
• Maintain client household payroll.
• Liaise and develop strong working relationships with internal service team members.

• Bachelor’s degree in accounting or finance from an accredited college or university.
• CPA eligible and driven to obtain the license.
• 1–2 years of experience in a bookkeeping or junior accounts payable role within a CPA or financial services firm.
• Financial industry / family office experience a plus.
• Knowledge of Quick Books accounting system.
• Knowledge and expertise in Microsoft Office products, in particular Excel and Word.
• Excellent attention to detail with high accuracy and organizational skills.
• Ability to take direction from multiple sources with demonstrated follow‑through.
• Effective interpersonal, verbal, and written communication skills.
• Ability to multi‑task and thrive in a fast‑paced environment.
• High level of confidentiality is essential.
• Commitment to meeting established deadlines and managing time effectively.
• Self‑motivated, confident, detail‑oriented, and analytical.
• Optimism and desire for achievement and growth.
• Adaptability and openness to change.

Wealthspire offers a comprehensive rewards package that includes a competitive salary, paid time off and holidays, a 401(k) plan with company match, exclusive discount programs, and robust health and wellness benefits.

The base salary range for this position is $75,000 – $91,000, plus potential performance‑based incentives.

Wealthspire is committed to fostering an inclusive work environment that values diversity. We are an equal‑opportunity employer and do not discriminate on the basis of race, religion, color, gender, age, national origin, sexual orientation, marital status, veteran status, or disability status.

Wealthspire is an inclusive Equal Employment Opportunity employer.