Senior Financial Accountant

4 weeks ago


Chicago, Illinois, United States Next Step Recruitment Full time
About This Position:

Title: Senior Accountant

Industry: Finance / Investment

Location: Downtown Chicago, IL

Compensation: Competitive, based on experience

Purpose of this role:

To manage day-to-day financial accounting and operational processes, ensuring accurate financial reporting and supporting tax compliance for various entities.

The Opportunity:

As a Senior Accountant, you will oversee critical financial processes, managing operational and investment accounting across multiple entities, trusts, and partnerships. You'll play an integral role in delivering high-quality financial reports and assisting with tax filings, all while working within a dynamic and collaborative team.

Key Responsibilities:

  • Manage daily operational and investment accounting, including reconciliations and transaction reporting.
  • Prepare detailed weekly, monthly, and quarterly financial reconciliations.
  • Assist with accounting for multiple entities, trusts, and partnerships.
  • Oversee treasury functions such as cash management, reconciliations, and disbursements.
  • Support tax filings and compliance for various entities, preparing workpapers for tax returns.

Requirements:

  • Bachelor's degree required; CPA preferred.
  • 1-3 years of experience in accounting, reporting, and client service.
  • Strong financial accounting knowledge.
  • Experience with partnership, trust, and investment accounting (preferred).
  • Proficiency in Microsoft Excel and Word.
  • Excellent communication and organizational skills, with the ability to manage multiple priorities.
  • A proactive problem-solver with a commitment to accuracy and quality.

About the Company:

This finance and investment firm operates in a fast-paced, entrepreneurial environment, managing a diverse range of assets across various sectors. The company values collaboration, precision, and excellence in all aspects of its operations.



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