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Accountant - Family Office Services

4 months ago

Chicago, United States Topel Forman Full time

Job Overview

Topel Forman is seeking a tech savvy Accountant within our Family Office Services 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, and perform monthly, quarterly, or year-end accounting-related tasks as well as gather client information necessary for participating in tax planning and recognizing and communicating potential risks. If you are looking to be part of something new and help build a team, processes, and procedures then this is the opportunity for you. It's an opportunity to take your accounting skill sets to the next level, while we establish our new division. This position will be working hybrid in our Chicago location with a minimum of 2 days in the office.

Responsibilities Record financial transactions, balancing and reconciling a variety of accounts Maintain and review general ledger accounts and consolidations 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 Assume ownership and responsibility for effectively researching, tracking, and resolving accounting or documentation problems and discrepancies Develop, implement, modify, and document recordkeeping and accounting systems, making use of current computer technology 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 Proven history of providing premier service to clients with a can-do attitude 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 during month-end, quarter-end, and year-end Ability to quickly learn new skills and tools Ability to identify and discuss issues and present workable solutions in a simple, meaningful, and focused manner with all levels of the team and clients

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

Who We Are

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 35-hour average work week Flexible working options To learn more about our firm and benefit offerings, please visit our careers page.

Remote Work Internet Policy

Internet requirements for working remotely: 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 #J-18808-Ljbffr