Who We Are. Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20 offices. We are a newly independent wealth management firm, with approximately $500 million in revenue, recently carved out from a larger parent company and acquired by a leading private equity sponsor. With a strong commitment to a fiduciary business model, the firm beli...
Job Overview. Kingsley Business Service, Inc (KBS) is an Administrative Multi-Family Office for ultra high net worth individuals who seek high quality management of their financial lives. KBS is looking for a Family Office Accountant who is looking to make Family Office Accounting a long term career. This position is ideal for someone that has previous experience in public accounting and tax preparation and is looking to do something new. In addi...
Handle client accounting and client relationship management for a single-family office. As a Family Office Manager, the role is heavy contact w/ client so should be sharp, well presented. Part of a well known entity. If you are interested send me a resume directly to bregan@cyperusgroup.com or call me at 646-337-1882.
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About the Role. Total Wine & More are seeking a. Lead Accountant, Family Office. is responsible for managing the income tax compliance for high-net-worth individuals, trusts, private foundations, and family-owned entities. The role involves a high degree of confidentiality, organization, and attention to detail in order to maintain accurate financial records and ensure compliance with applicable regulations. The accountant will work closely with ...
About the Role Total Wine & More are seeking a Lead Accountant, Family Office is responsible for managing the income tax compliance for high-net-worth individuals, trusts, private foundations, and family-owned entities. The role involves a high degree of confidentiality, organization, and attention to detail in order to maintain accurate financial records and ensure compliance with applicable regulations. The accountant will work closely with oth...
FAMIL013978_1. Who We Are. Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20 offices. We are a newly independent wealth management firm, with approximately $500 million in revenue, recently carved out from a larger parent company and acquired by a leading private equity sponsor. With a strong commitment to a fiduciary business model...
Description. At Navolio & Tallman LLP, we pride ourselves on creating a collaborative and supportive atmosphere focused on the strengths of each individual to build a well-rounded team. Our hybrid work environment allows for greater flexibility and work-life integration. We are a CPA firm headquartered in the San Francisco Bay Area, with offices in Reno, Nevada and New York City, New York to better assist our clientele with their growing needs. W...
Family Office Accountant. Compensation: $65,000 to $85,000 DOE discretionary bonus. Why Consider This Family Office Accountant Role. Team Tenure – Work alongside highly tenured professionals who are passionate about what they do and committed to mentorship. Collaborative Culture – Enjoy a collegial, team-oriented environment where integrity and mutual respect are key values. Professional Growth – Exposure to sophisticated investment strategies an...
StevenDouglas has been exclusively engaged on a unique search for a Family Office Accountant in Austin, Texas. This role is on-site, 5 days a week. Firm is offering relocation assistance. This role is supporting the CEO and founder's family office investments of one of Austin's top private equity firms. In this newly created role, this role will partner across the Finance team, both with the family office and private equity firm. to support a bro...
Responsibilities. Perform the day-to-day accounting for the CEO’s Family Office. Complete monthly bank reconciliations and balance sheet reconciliations. Prepare journal entries and related month-end close processes, including intercompany reimbursement and reconciliation. Perform balance sheet account reconciliations. Maintain accounting for investments including balance sheets for personal assets and residences. Record owner contributions and d...
Who We Are. Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20 offices. 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 we...
