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Accountant - Family Office Services

4 months ago

Chicago, United States Topel Forman Full time
Job DescriptionJob Description

Department Description

Our Family Office (FO) department acts as an advisor to ultra high net worth families and closely-held companies. Using a proactive approach, our multi-family office department is designed to provide high level service in a variety of areas, one being the maintenance of our clients' financial records and recordkeeping. Our FO department provides advisory services to help our clients with their key financial decisions and works in tandem with our other practice areas of tax and audit services to provide world class client service.

Job Description

Topel Forman is seeking a tech savvy Accountant within our Family Office team in our Chicago office. You will have the opportunity to work closely with family office clients, which include closely held companies and high-net-worth individuals. As the Accountant, you will enhance our process, work closely with our audit and tax teams to obtain and provide important financial information, and perform monthly, quarterly, or year-end accounting-related tasks. This is an opportunity to take your accounting skill sets to the next level while we continue to grow our new line of business. This position will be working hybrid in our Chicago location.

Responsibilities

  • Record and maintain financial transactions, balancing and reconciling a variety of general ledger accounts
  • Reconcile and review investment brokerage statements and familiarity with concepts such as bond amortization and accrued interest amortization
  • Prepare financial statements for multiple entities, including operating businesses, trusts and estates, partnerships, private foundations, and individuals
  • Foster and maintain strong relationships with each client and client's outside advisors, and address any questions or issues that arise
  • Train and mentor junior accountants
  • Timely and accurate processing of month-end and year-end closing and reporting
  • Other responsibilities as required

Requirements

  • Bachelor's degree in accounting or finance
  • Minimum of 2 to 4 years of relevant professional experience
  • Understanding of U.S. GAAP, budgeting, financial analysis, and accounting functions generally performed by an ultra-high net worth family
  • Comprehends common financial statements and understands complex broker/private equity statements
  • Proficient MS Office with advanced Microsoft Excel skills
  • Strong analytical and problem-solving skills with a commitment to the highest level of quality and output
  • Good time management skills: ability to juggle and meet multiple critical deadlines and adapt to changing circumstances
  • Ability to work extended hours up to 45-50 hours during month-end, quarter-end, and year-end

Preferred Requirements

  • CPA
  • Prior public accounting experience
  • QuickBooks experience
  • Client service accounting
  • Asset Vantage Accounting System

About Us

Topel Forman, an award-winning, full-sized certified public accounting firm, has been named one of Inside Public Accounting's Best of The Best Firms and an AccountingToday Regional Leader and Firm to Watch. With a rich 63-year history, our services cater to diverse clients, ranging from individuals to corporations, offering comprehensive solutions in accounting, tax, attestation, family office, and advisory services. Guided by values of flexibility, integrity, respect, and excellence, we stand out through our commitment to world-class client service and offer an enriching professional environment. Our inclusive culture fosters growth and collaboration and provides employees flexible work options and a robust benefits package. Our compassionate leadership and welcoming culture support personal and professional successes.

Benefits

  • Competitive salary with the range of $65,000 to $95,000, with annual merit increases
  • Annual discretionary bonus eligibility
  • 35-hour workweek during non-busy season
  • To learn more about our firm and benefit offerings, please visit our careers page

Hybrid Work Internet Policy

Internet requirements for working hybrid: We require an internet plan with the following minimum upload and download speeds for best connection: 200+ Mbps download and 20+ Mbps upload. Home Wi-Fi should be password protected.