Job summary
Job post source
This job is directly from Wealthspire Advisors
Job overview
The Family Office Accountant at Wealthspire Advisors manages comprehensive financial records for high-net-worth family clients, supporting the Family Office Accounting team to meet accounting and financial reporting needs.
Responsibilities and impact
The role involves preparing accounting functions, managing accounts payable, cashflow planning, financial reporting, ad-hoc analyses, payroll maintenance, and collaborating with internal teams to support ultra-high net-worth clients.
Compensation and benefits
The position offers a competitive salary range of $65,000 to $91,000, PTO, paid holidays, 401(k) with match, health and wellness programs, and performance-based incentives.
Experience and skills
Candidates should have a bachelor's degree in accounting or finance, CPA eligibility, 1-2 years of bookkeeping or accounts payable experience, preferably in financial services, knowledge of QuickBooks and Microsoft Office, strong attention to detail, communication skills, and confidentiality.
Career development
The company supports growth by training and onboarding talent to succeed in the wealth management industry, encouraging achievement and adaptability.
Work environment and culture
Wealthspire Advisors promotes a PeopleFirst culture focused on nurturing lifelong employee relationships and inclusivity as an Equal Employment Opportunity employer.
Company information
Wealthspire Advisors is an independent registered investment advisory firm based in NYC with $29 billion AUM, over 300 employees, and 24 offices across 13 states, committed to fiduciary financial strategies.
Team overview
The candidate will join the Family Office Accounting team supporting high-net-worth families, executives, athletes, and entertainers in a fast-paced, growing environment.
Job location and travel
The company has offices in Boca Raton, FL, Melville, NY, and New York City; the job location is likely one of these offices.
Unique job features
This role offers hands-on experience in wealth management with opportunities to work directly with elite clients and expand expertise in family office accounting.
Company overview
Wealthspire Advisors is a financial advisory firm that provides comprehensive wealth management services, including investment management, financial planning, and estate planning. They generate revenue through advisory fees based on a percentage of assets under management. The company has a history of mergers and acquisitions, notably merging with Sontag Advisory in 2019, which expanded their footprint and service offerings. Wealthspire Advisors is known for its client-centric approach, leveraging a team of experienced advisors to deliver personalized financial solutions.
How to land this job
Position your resume to highlight your accounting and financial reporting experience, emphasizing any work with high-net-worth clients or family offices, as Wealthspire Advisors values hands-on experience in wealth management.
Focus on showcasing your proficiency with QuickBooks, Microsoft Excel, and general bookkeeping or accounts payable functions, as these technical skills are critical for the Family Office Accountant role.
Apply through multiple channels including Wealthspire Advisors' official career page, LinkedIn, and reputable job boards to maximize your application visibility and chances of being noticed.
Connect with current employees in the Family Office Accounting or Wealth Management divisions on LinkedIn; start conversations by complimenting recent company initiatives or by asking about their experiences working with high-net-worth clients, which can serve as effective ice breakers.
Optimize your resume for ATS by incorporating keywords from the job description such as 'family office accounting,' 'financial reporting,' 'QuickBooks,' 'cashflow planning,' and 'accounts payable' to ensure your resume passes initial screenings.
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