Senior Family Office Accountant for UHNW Clients
$85k - $105kWealthspire
A wealth management firm located in Boca Raton, Florida, is seeking a Senior Family Office Accountant to support high-net-worth clients in their accounting and financial reporting needs. The ideal candidate should have a strong background in accounting, 3–5 years of relevant experience, and expertise in QuickBooks. This role provides the opportunity for comprehensive exposure within the wealth management industry and includes a competitive salary range of $85,000 – $105,000, along with performance-based incentives and a commitment to diversity and inclusion. #J-18808-Ljbffr Wealthspire
Vacancy posted 16 hours ago
Similar jobs that could be interesting for youBased on the Senior Family Office Accountant for UHNW Clients in Boca Raton, FL vacancy
- ...financial services firm located in Boca Raton is seeking an experienced Senior Family Office Accountant. The successful candidate will manage accounting and financial reporting for high-net-worth clients and oversee junior staff. A Bachelor’s degree in Accounting is...Work at officeSenior
$67k - $75k
Work180 is seeking a Family Office Staff Accountant in Boca Raton, Florida. The successful candidate will support high-net-worth clients by preparing financial reports, overseeing bill payments, and managing accounts payable. A Bachelor’s degree in Accounting, Economics...Work at officeSenior$67k - $75k
...The successful candidate will work directly supporting our Family Office Accounting team to handle the accounting and financial reporting needs... ...report on the financial position of select ultra-high net-worth clients. Oversee bill pay functions Handles day to day for...Work at officeSenior- Oxford Financial GRP is seeking a Senior Wealth Planner in Boca Raton, Florida. As a key member of the Family Office Services Team, you will manage existing client relationships and provide wealth planning deliverables. The ideal candidate has at least 7 years of experience...Work at officeSenior
$67k - $75k
...management firm serving individuals, families, endowments, and institutions... ..., business management, family office, and retirement plan advisory servicesempowering clients to navigate complexity with... ...directly supporting our Family Office Accounting team to handle the accounting...Work at officeNational Financial Partners
Boca Raton, FL1 day ago- BCG Attorney Search is seeking a Private Client Trusts and Estates Attorney in Boca Raton, FL, with a minimum of six years of experience... ...will provide expert advice on estate and trust planning, family office structure, and wealth management. Responsibilities include advising...Work at officeSenior
- ...Our client is a boutique CPA firm based in Boca Raton FL. They seek a Senior Accountant who is a CPA experienced with Business and Personal Tax Returns and Accounting.... ...Person must be willing to work full-time in the office in Boca Full-time direct hire, interviewing...Work at officeSeniorFull timeLocal areaImmediate start
Ascendo
Boca Raton, FL2 days ago - ...International and Private Client services. As a Private Client Services Senior based out of our Boca Raton, FL office , you'll work alongside an... ...Following: Bachelor’s Degree in Accounting Licensed CPA, or working... ...partnership status, familial status, affectional or sexual...Work at officeSeniorLocal area
$80k - $105k
...procedures to a variety of client sizes and industries. This Audit Senior role can be based out... ...Brunswick, Red Bank office or Boca Raton, FL office... ...legal, regulatory and accounting issues that arise during... ...domestic partnership status, familial status, affectional or...Work at officeSeniorLocal areaWithum
Boca Raton, FL5 days ago$76k - $125.3k
...side with a range of clients from our most venerable... ...alongside our practice office professionals who are... ...responsibilities A senior analyst in FSO EDGE WAM... ...and various tax and accounting technologies Responsible... ...to investors and families, you’ll use your experience...Work at officeSeniorSummer holidayLocal areaFlexible hoursEY
Boca Raton, FL1 day ago- ...Client Service Associate Client Service Associates provide exceptional... ...questions concerning client accounts, including relaying stock... ...Assisting with general in-office support functions such as copying... ...our employees and their families at every point along their work...Work at officeSeniorLocal area
- ...advanced technical knowledge of accounting standards and reporting... ...team members and upper level client management Has intermediate... ..., Manager and/or Supervising Senior on work status and client issues... ...- CCH Axcess Tax, Microsoft Office 365 Qualifications Minimum...Work at officeSenior
CBIZ
Boca Raton, FL8 days ago - Titan America is seeking a Senior Accountant for its Deerfield Beach office. This position involves performing accounting functions, preparing financial statements, and ensuring compliance with regulations. Candidates must possess a Bachelor's degree in Accounting and...Work at officeSenior
- ...Senior Accountant Location: Fort Lauderdale, FL Position Summary The Senior Staff Accountant is responsible for executing key accounting... ...to support business operations. This is a full-time, in-office role based in Deerfield Beach, Florida. Remote or hybrid arrangements...Work at officeSeniorFull timeRemote work
Primary Recruiting Services
Deerfield Beach, FL5 days ago - ...quality of life, generate economic prosperity and connect society. Titan America has an opening for a Senior Accountant at the corporate office in Deerfield Beach, FL. This salary position will be reporting to the Accounting Manager. The primary function of...Work at officeSeniorLocal area
Titan America
Deerfield Beach, FL4 days ago - ...both private and public sector clients. ChenMoore prides itself on... ...both inside and outside of the office. ChenMoore's headquarters... ...and proactive Project Accountant to support the financial success... ...excellence in our work and a sense of family in our culture. We also aim...Work at officeContract workTemporary workLocal areaFlexible hours
ChenMoore
Boca Raton, FL2 days ago - ...Senior Estimator Boca Raton, FL JRM is one of the top General Contracting and Construction... .... Headquartered in New York City with offices in New Jersey, California, and Florida,... ...delivers the highest quality services to clients that include City, State & Federal...Work at officeSeniorContract workWork experience placementFor subcontractor
JRM Construction Management
Boca Raton, FL17 hours ago - We are looking for a Senior Payroll Accountant reporting to our Corporate Office in Boca Raton, FL and is focused on payroll and benefits accounting and will require experience handling a large employee base and related benefits. This position will be part of the monthly...Work at officeSeniorFull timeWork experience placementInterim role2 days per week3 days per week
- ...founded in 1882 as the family office of John D. Rockefeller... ...$212 billion in client assets as of April 30,... ...Position The Senior Tax Planner is an experienced... ...ultra-high-net-worth (UHNW) clients on all aspects... ...services, legal counsel, accountants, and outside tax...Work at officeSeniorLocal area
Rockefeller Financial
Boca Raton, FL5 days ago - ...IT Audit Senior Associate The CBIZ Risk & Advisory Services (... ...professionally with both colleagues and clients. As an IT Audit Senior... ...efforts. ~3 days in office or at client site required... ...~ Bachelor's degree in Accounting, Finance or Information Technology...Work at officeSeniorWork experience placement
CBIZ
Boca Raton, FL2 days ago - GEORGE R PONCZEK CPA PA in Boca Raton, Florida is seeking a Senior Accountant to join their team. This role requires expertise in accounting tasks such as consulting, bookkeeping, and tax return preparation. Candidates should possess a Bachelor's degree in accounting, have...Senior
- Senior Corporate Controller CFO Succession Opportunity | Confidential Client In-Person | Boca Raton, FL Represented by Peskind Executive... ...into the Chief Financial Officer position. The Senior Corporate... ...Controller will oversee all accounting and financial operations, ensure...Work at officeSeniorFull time
- A leading insurance firm is seeking a Senior Account Associate for remote work, focusing on agriculture... ...managing policy expirations, conducting client research, and ensuring excellent service... ..., and professional growth opportunities. #J-18808-Ljbffr Insurance Office of AmericaWork at officeSeniorRemote job
- ...alternative application process. Staff Accountant 4 days ago Requisition ID: 447... ...damage and personal injury clients nationwide. With nearly 100 lawyers and more than 30 offices throughout the Central and... ...full-time employees and their families. Here is a summary of our...Work at officeFull time
- Overview At Gallagher, we’re looking for a Senior Client Manager to join our team. This role is... ...building strong relationships, managing accounts, and delivering exceptional service. You... ...work hours (availability varies by office and job function). Training programs....Work at officeSeniorFull timeLive outLocal areaFlexible hours
$135k - $250k
...International and Private Client services This Senior Manager role will be based... ...York City, or Philadelphia office. You'll work alongside an... ...following: Bachelor's degree in accounting and CPA license or Masters... ...partnership status, familial status, affectional or...Work at officeSeniorLocal areaWithum
Boca Raton, FL4 days ago- WithumSmith+Brown seeks a Private Client Services Senior in Boca Raton, FL, responsible for preparing complex tax returns and supervising staff. Candidates should have a Bachelor’s in Accounting and 3-5 years of public accounting experience. Strong analytical and client...Senior
$35 per hour
...notch HVAC services. Joining the Neighborly family, Aire Serv contributes to a diverse range... ..., you are vital in taking care of our clients by providing them with the highest-quality... ...communication skills with customers and office team Professional appearance and personality...Work at officeSeniorImmediate startAire Serv
Boca Raton, FL4 days ago- ...etc. PMs are directly accountable for managing a portfolio... ...team" to: Meet with clients and Participate in business... .... Normal office environment with little... ...Some travel required. Senior Commercial Portfolio Manager... ...employees and their families, encompassing physical...Work at officeSenior
Fifth Third Bank, N.A.
Boca Raton, FL2 days ago $160k - $220k
...Tax Senior Manager, Private Client Group New York, NY / Boca Raton, FL / Palm Beach Gardens, FL... ...New York City based Certified Public Accounting and Consulting firm with a Long Island... ...service high-net-worth individuals and families. This role involves managing a team...SeniorFull timeAnchin
Boca Raton, FL5 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Family Office Accountant for UHNW Clients. Be the first to apply!
Related searches
- financial accountant Boca Raton, FL
- dealership accountant Boca Raton, FL
- restaurant accountant Boca Raton, FL
- corporate accountant Boca Raton, FL
- procurement accountant Boca Raton, FL
- private equity accountant Boca Raton, FL
- hotel accountant Boca Raton, FL
- senior accountant remote Boca Raton, FL
- quickbooks accountant Boca Raton, FL
- property accountant Boca Raton, FL