Family Office Accounting Manager

3 weeks ago

Chicago, United States J&M Business Solutions LLC Full time

J&M Business Solutions LLC: Your Gateway to Direct Hire Opportunities

Welcome to J&M Business Solutions LLC, your trusted partner in finding direct hire employment opportunities. As a one-woman recruitment act, I specialize in connecting talented individuals like you with reputable clients seeking permanent or contract direct hires.

Unlike traditional staffing agencies, I operate on a unique principle: when a position is offered through J&M Business Solutions LLC, you won't work for me or through me. Instead, you'll directly engage with the client, whether as a permanent direct hire or a contract direct hire.

What sets us apart is our commitment to transparency and empowerment. When you secure a position through J&M Business Solutions LLC, you have the freedom to negotiate schedules, pay, and any potential benefits directly with the client. This ensures that your employment terms align perfectly with your preferences and priorities.

At J&M Business Solutions LLC, our mission is simple: to serve as your bridge to rewarding career opportunities while empowering you to take control of your professional journey. Partner with us today and unlock the doors to your next career move.

Job Highlights:

Skills - Must Have:

CPA Designated 8 years of accounting experience with family office and high net worth (HNW) individuals (minimum $50-30 million revenues, up to 1 billion) Experience managing a family office/ HNW team

Ideal Companies to Recruit From:

Mid-sized Firms (Plante Moran, Crowe, RSM, Grant Thornton, Forvis, Baker Tilly, Moss Adams, Cohn Reznick, Eisner Amper, Armanino, etc.) No Big 4 candidates

Hiring Status:

Active

About this Job:

Join the Client Accounting Services (CAS) team to help run our high net worth and family office portion of the practice. This group is responsible for administering the accounting records for individuals and family members financial, tax, business and personal objectives. This group typically interfaces with family-owned operating companies. These companies invest in commercial real estate, private businesses and third-party managed funds.

How You Will Contribute:

  • Experience working as a controller for a family office or maintain records for high net worth individuals. You will be responsible for managing a team that performs the following:
    • Daily processing
    • Record and reconcile investment activity
    • Maintaining unfunded commitment schedules
    • Prepare month end close
    • Monthly, quarterly and annual financial reporting for companies and individuals
  • Working closely with the tax family office group to help in their preparation of tax returns for 1065 (partnership), 1040 (individual), 1041 (fiduciary), 990/990PF (foundations), 1120 (corp./scorp), 709 (gift), 1099s.
  • Review of responses to Federal and various state notices.

About YOU

  • CPA License required.
  • Experience with Intacct preferred.
  • 8+ progressive years of experience with a focus on family office and high net worth individuals with average asset range $50mil $300 mil, up to 1 billion.
  • Demonstrated ability to run a team servicing HNW/family office.
  • DAILY ACCESS TO A VEHICLE to commute to and from offices and clients as needed.

Job Function:

Accounting

Reporting To:

Senior Manager

Job Type:

Full time

Team Size To Manage:

5

Job Location:

City:

Chicago

Province/State:

Illinois

Country:

United States

Location Type:

head-office

Other Location:

Open to Deerfield and Downers Grove offices

Candidate Relocation:

no

Compensation:

Salary From:

100000

Salary To:

118000

Bonus Payment:

About this Company:

Company Name:

Miller Cooper

Industry:

Accounting

Company Description:

Founded in 1919, Miller Cooper is the 10th largest accounting firm in the Chicago area. Our 420+ professionals provide accounting, tax, due diligence, IT, retirement plan and business consulting services to middle market and entrepreneurial companies in a variety of industries, as well as government entities, public school districts and nonprofit organizations.

Culture, Perks and Benefits:

Crains Chicago 10th largest firm (2022), Accounting Todays 55th largest firm in the US, 10th in the Great Lakes region (2023).

· Come have a voice in the department and in your career

  • Large Firm Opportunities, Small Firm Culture.
  • Receive mentorship and support from partners and opportunities for career advancement.
  • Work on multiple engagements in various industries, including Manufacturing, Distribution, Real Estate, Construction, Tech, Start-Ups and more.

· Flexible, hybrid work environment with offices in Chicago, Deerfield, and Downers Grove.



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