# Sr. Accountant, Family Office at Aon

Aon is hiring a Sr. Accountant, Family Office in New York, United States. It pays $80k-$90k a year and Level rates it Little AI ●○○○; you can [apply on Aon](https://jobsbylevel.com/go/a95161b9-2daa-4e19-934d-948242b378a9?utm_medium=ai-agent).

AI Level 1, AI centrality 37 out of 100. Melville, New York.

## Details

- Company: [Aon](https://jobsbylevel.com/companies/aon)
- AI level: AI Level 1 (score 37 out of 100)
- Location: Melville, New York
- Salary: $80k-$90k
- Posted: June 29, 2026
- Apply: https://jobsbylevel.com/go/a95161b9-2daa-4e19-934d-948242b378a9?utm_medium=ai-agent
- Free CV review for this job: https://jobsbylevel.com/cv-review?job=sr-accountant-family-office-at-aon-5fda40

## Description

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. Summary: 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 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, business owners, elite athletes, and entertainers. If you believe you are a high performer who would thrive in this environment, the Senior 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. Oversee bill pay functions Handles day to day for accounts payables functions including vendor management, invoice review and creation of wires for approval. Prepare cashflow planning for high net-worth clients including budgeting and forecasting. Prepare/detail review timely and accurate financial reports and analyses. Perform ad‐hoc financial analyses and execute projects as required. Maintain client household payroll. Oversee/train junior staff to ensure accuracy of books and records. Liaise and develop strong working relationships with internal service team members. Qualifications: Bachelor's degree in Accounting, Economics, or Finance. Master's preferred CPA designation is preferred 3-5 years of related experience Financial Industry/Family Office experience a plus Expert 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 “Roll up your sleeves” work ethic, tenacity, and willingness to go the extra mile Resourceful, decisive, critical thinker Must be a team player, enthusiastic and reliable Diversity, Equity, Inclusion, and Belonging at Wealthspire Wealthspire is committed to fostering an inclusive work environment that values diversity as a fundamental asset. Research substantiates that diverse teams are not only more innovative but also make more informed decisions, leading to increased employee engagement and client satisfaction. Equal Opportunity: We are an equal opportunity employer. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate on the basis of race, religion, color, gender, age, national origin, sexual orientation, marital status, veteran status, or disability status. Culture Add Over Culture Fit: Rather than seeking candidates who merely fit into our existing culture, we prioritize those who will add new dimensions to it.

The description is cut here. Read the full offer: https://jobsbylevel.com/jobs/sr-accountant-family-office-at-aon-5fda40

Source: https://jobsbylevel.com/jobs/sr-accountant-family-office-at-aon-5fda40

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