Family Office Accountant

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. The successful candidate will work directly supporting our Family Office Accounting team to handle the accounting and financial reporting needs of a select group of high-net-worth families, accomplished executives, elite athletes, and entertainers. If you believe you are a high performer who would thrive in this environment, the Family Office Accountant role is an excellent opportunity to expand hands on experience in the wealth management industry. We believe with the right talent and desire to grow; we can train and onboard you to succeed in your role.

Responsibilities:

• Prepare and execute all accounting functions necessary to report on the financial position of select ultra-high net-worth clients.
• Handles day to day for accounts payables functions including vendor management, invoice entry and creation of wires for approval.
• Prepare cashflow 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.

Qualifications:

• Bachelor’s degree in accounting or finance from an accredited College or University
• CPA eligible and driven to obtain their license
• 1-2 years of experience in a bookkeeping or junior accounts payable role within a CPA or financial services firm, in general, is preferred.
• Financial Industry/Family Office experience a plus
• Knowledge of QuickBooks accounting system
• Knowledge and expertise in Microsoft office products, in particular Excel and Word
• Excellent attention to detail with high accuracy, excellent 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

Do you see yourself excelling in this position?

Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.

What We Offer:
NFP, an Aon company, and Wealthspire Advisors 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. The base salary range for this position is $65,000 – $91,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together!

NFP, an Aon company and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.