Senior Manager of Family Office Accounting

2 weeks ago


Chicago, Illinois, United States Creative Financial Staffing Full time

Creative Financial Staffing is collaborating with a prominent mid-sized CPA firm in search of a talented Senior Manager of Family Office Accounting to contribute significantly to the firm's ongoing success.

Compensation: $120,000 - $160,000

Why Join Us:

  • Flexible hybrid work environment with various locations available
  • Dynamic mid-sized firm committed to fostering employee satisfaction
  • Encouraging workplace culture with adaptable scheduling options
  • Diverse exposure to a wide range of clients and sectors

Primary Responsibilities:
  • Oversee and manage family office operations, including:
    • Monthly financial close processes
    • Investment account reconciliations
    • Transaction processing
    • Comprehensive financial reporting
  • Review and address federal and state correspondence
  • Assist the tax department with family office tax filings
  • Lead a team of 2-3 accountants specializing in family office services
Qualifications Required:
  • Active CPA designation
  • Minimum of 7 years of experience in family office or investment accounting
  • Proven experience in team leadership


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