Staff Accountant, Family Office at Wealthspire in Melville, NY

Summary: Wealthspire is a leading wealth management firm serving high-net-worth clients across the United States. The Staff Accountant will support the Family Office Accounting team in managing accounting and financial reporting for a select group of clients, providing an excellent opportunity to gain hands-on experience in the wealth management industry. 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 Required Qualifications: - Bachelor's degree in Accounting, Economics, or Finance - 0-2 years of related experience - 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 Preferred Qualifications: - Master's preferred - CPA designation is preferred - Financial Industry/Family Office experience a plus Required Skills: QuickBooks, Microsoft Office, Accounting, Financial Reporting, Cashflow Planning, Budgeting, Forecasting, Accounts Payable, Payroll Benefits: PTO & paid holidays, 401(k) with match, Performance-based incentives