Family Office Accountant

Wealthspire, a leading wealth management firm, is seeking a Family Office Accountant to maintain comprehensive financial records for high-net-worth family clients. The role involves handling accounting and financial reporting needs, preparing cashflow planning, and performing ad-hoc financial analyses.

Requirements

• Bachelor’s degree in accounting or finance
• CPA eligible
• 1-2 years of experience in a bookkeeping or junior accounts payable role
• Knowledge of QuickBooks accounting system
• Knowledge and expertise in Microsoft office products
• Excellent attention to detail and organizational skills
• Ability to take direction from multiple sources
• Effective interpersonal, verbal, and written communication skills

Benefits

• Competitive salary
• Paid time off and holidays
• 401(k) plan with company match
• Exclusive discount programs
• Robust health and wellness benefits