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 1,400 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. Position Overview Fast-paced and rapidly growing wealth management firm with offices in Boca Raton, FL, Melville, NY and New York City is seeking an experienced Family Office Accounting Manager. In this position, you will be responsible for maintaining the comprehensive financial records of our high-net-worth family clients. The FOA Manager will report directly to the Director of Family Office Accounting and will be responsible for overseeing the work output and professional development of junior staff. Responsibilities Manage and execute all accounting functions necessary to report on the financial position of select ultra-high net-worth clients. Liaise and develop strong working relationships with internal service team members. Develop and maintain strong working relationships with the firm’s highest profile 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. Oversee and manage 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 execute projects as required. Implement and oversee 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. 2591400
How we rate this
Family Office Accounting Manager at Aon rates 10 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.
Little AIClassification
Little AI. AI is not part of the work.
●●●● Builds AI80 to 100
●●●○ Works on AI60 to 79
●●○○ Uses AI40 to 59
●○○○ Little AI0 to 39
Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.
Family Office Accounting Manager is an open job at Aon.
This posting doesn't list pay. Use the typical accountant figure when pay comes up. See accountant jobs
Questions you could be asked
Tell me about a project where accounting was part of your work. What did you do?
Tell me about a project where financial reporting was part of your work. What did you do?
Tell me about a project where cashflow planning was part of your work. What did you do?
Tell me about a project where payroll was part of your work. What did you do?
Walk me through how you've used Quickbooks in your day-to-day work.
Adapt your resume
List these exact terms on your resume: Accounting, Financial Reporting, Cashflow Planning, Payroll, and Quickbooks. An applicant tracking system matches the wording, not the idea.
Attach one line of real, concrete experience to at least one of them. A tool named with nothing behind it rarely survives a human read.
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