Family Office Staff Accountant – Family Office Accounting

Job Description

Family Office Accountant | Wealthspire

The Tone:
This is a position at Wealthspire, serving clients across the United States, Canada, and the United Kingdom. Wealthspire is a leading wealth management, retirement advisory, and business management firm empowering clients to navigate financial complexity with clarity and confidence. This role is crucial for supporting the Family Office Accounting team, handling the accounting and financial reporting needs of a select group of high-net-worth families, accomplished executives, business owners, elite athletes, and entertainers. The successful candidate will play a direct role in ensuring accurate financial oversight and providing essential support for these sophisticated clients.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Not specified
• Pay: $67000–$75000 yearly
• Team: Supports the Family Office Accounting team
• Mission: Handle the accounting and financial reporting needs of a select group of high-net-worth individuals and families.
• Tech Stack: QuickBooks, Microsoft Office products

What You’ll Actually Do
• Accounting Functions: Prepare and execute all accounting functions necessary to report on the financial position of select ultra-high net-worth clients.
• Bill Pay & AP: Oversee bill pay functions and handle day-to-day accounts payables, including vendor management, invoice review, and creation of wires for approval.
• Cashflow Planning: Prepare cashflow planning for high net-worth clients, including budgeting and forecasting.
• Reporting & Analysis: Prepare and detail review timely and accurate financial reports and analyses, performing ad-hoc financial analyses and executing projects as required.
• Payroll Management: Maintain client household payroll and oversee/train junior staff to ensure accuracy of books and records.

The Must-Haves
• Background: Bachelor’s degree in Accounting, Economics, or Finance.
• Experience: 0-2 years of related experience.
• Skills: Expertise in QuickBooks accounting software; Knowledge and expertise in Microsoft Office products; Excellent attention to detail with high accuracy, excellent organizational skills; Excellent communication and interpersonal skills.
• Bonus: CPA designation is preferred; Master’s preferred; Financial Industry/Family Office experience a plus.