Family Office Accounting Manager

We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence. This role involves coordinating accounting operations, cash flow planning, financial reporting, and complex financial transactions while building positive relationships with clients and internal partners.

Posting Description:

Who We Are:

Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence.

 

With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities.

 

For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.

 

Summary:

Wealthspire seeks a Family Office Accounting Manager committed to delivering outstanding financial management and service to ultra-high-net-worth clients. This role involves coordinating accounting operations, cash flow planning, financial reporting, and complex financial transactions while building positive relationships with clients and internal partners. It is well-suited for a diligent professional who can manage sophisticated financial matters, provide thoughtful analysis, and ensure accuracy across a wide range of accounting activities. The ideal candidate is client-focused, collaborative, and skilled at leading teams while helping clients achieve their financial goals through proactive planning and outstanding service.

 

Key Responsibilities:

• Manage and complete all accounting functions necessary to report on the financial position of select ultra-high net-worth clients.
• Coordinate and build solid working relationships with internal service team members.
• Develop and sustain robust connections with the firm’s most prominent clientele.
• Review and manage cashflow planning for high net-worth clients including budgeting and forecasting.
• Review and provide timely and accurate financial reports and analyses.
• Coordinate and lead all aspects of asset movement within the department.
• Conduct regular reconciliations and reviews of banking platform access and activities, bill.com activities, and QuickBooks reconciliations for compliance.
• Perform ad-hoc financial analyses and complete projects as required.
• Implement and coordinate client household payroll.
• Supervision, mentorship, and development of junior staff.

Qualifications:

• Bachelor's degree in Accounting, Economics, or Finance or relevant Master's 
• CPA designation preferred 
• 7+ years of related experience  
• Expert in QuickBooks accounting and Bill.com accounts payable software’s 
• Knowledge and expertise in Microsoft Office products. 
• Excellent attention to detail with high accuracy, excellent organizational skills 
• Excellent communication and interpersonal skills 
• “Roll up your sleeves” work ethic, tenacity, and willingness to go the extra mile 
• Resourceful, decisive, critical thinker 
• Ability to multi-task and thrive in a fast-paced environment  
• Must be a team player, enthusiastic and reliable 

 

What We Offer:

Wealthspire is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.

 

Wealthspire and You... Better Together!

Wealthspire is an inclusive Equal Employment Opportunity employer.