Family Office - Accounting Manager

Established with deep roots dating back to 1919, we proudly stand as a leading accounting firm nestled in the vibrant heart of Chicago, IL. As the 11th largest accounting firm in this bustling city, we have exclusively catered to entrepreneurial, middle-market businesses for over a century. Our clients receive unwavering, personalized attention as we collaborate closely with them to realize their financial aspirations. In addition to our local expertise, we offer a gateway to a global network teeming with highly experienced industry experts who can offer valuable insights spanning North America and beyond.

One of the cornerstones of our enduring success is our steadfast commitment to delivering unparalleled client service. Over the past century, we've achieved pure organic growth, without any mergers. As a testament to our dedication, we've earned recognition as a Top 100 Firm by Accounting Today and have emerged as a regional leader in 2022. Join our team and immerse yourself in the distinctive experience that comes from working with a trusted and esteemed accounting firm.

Experience the best of both worlds with our organization – where you'll find big company resources seamlessly blended with a warm and collaborative small company culture. We offer flexible work options with a hybrid setup with multiple office locations to cater to your needs. We provide a competitive base salary along with an exceptionally competitive benefits package.

Moreover, you'll build diverse and meaningful client relationships, enjoy outstanding opportunities for career growth, and relish a superb work-life balance. Additionally, our profit-sharing program, with a five-year vesting schedule, ensures that your dedication is rewarded. We are committed to your professional development and offer a robust continuing education program to help you stay at the forefront of your field. Join us for an enriching and balanced career journey.

MUST LIVE IN THE CHICAGO AREA AND BE OPEN TO HYBRID

Utilize your extensive background as a controller in a family office setting or managing records for high net worth individuals. Take charge of overseeing a dynamic team responsible for the following key functions:

Daily transaction processing
Recording and reconciling investment activities
Managing unfunded commitment schedules
Executing month-end closing processes
Generating monthly, quarterly, and annual financial reports for both companies and individuals
Collaborating closely with the tax family office group to support the preparation of tax returns, including 1065 (partnership), 1040 (individual), 1041 (fiduciary), 990/990PF (foundations), 1120 (corp./scorp), 709 (gift), and 1099s
Conducting thorough reviews of responses to Federal and various state notices
About You:

As a crucial member of our team, you bring the following qualifications and attributes:

CPA License is mandatory.
Familiarity with Intacct is advantageous.
Possess a progressive track record of at least 8 years, concentrating on family office and high net worth individuals, managing assets ranging from $50 million to $1 billion.
Demonstrated proficiency in leading a team dedicated to servicing high net worth individuals and family offices.
Daily access to a vehicle for commuting to and from offices and client locations, as needed.