Accounting Manager

5 days ago

Melville, New York, United States NFP Full time
About the Role

We are seeking a highly skilled Accounting Manager to join our team at NFP and Wealthspire Advisors. As a key member of our financial operations team, you will be responsible for maintaining the comprehensive financial records of our high-net-worth family clients.

Key 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, 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.
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 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.
About NFP and Wealthspire Advisors

NFP and Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with over $27B in AUM. We have more than 350 employees serving clients from 23 offices in 12 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client.

Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit our website.

What We Offer

NFP 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 - $125,000. 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.

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