FOA Manager

NFP
Any Location, NY
Category Accounting
Job Description
Wealthspire Advisors, a New York City-based, independent registered investment Advisory firm, is seeking an experienced Family Office Accounting Manager. The position involves maintaining comprehensive financial records of high-net-worth family clients, overseeing junior staff, and developing strong relationships with clients.

Requirements

  • 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

Benefits

  • PTO
  • Paid Holidays
  • 401(k) with match
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