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Family Office Accounting Manager (Accounting firm)

Wisen HR

Family Office Accounting Manager (Accounting firm)

A mid-sized accounting firm committed to providing exceptional client accounting services is currently recruiting a talented individual to join their team as a Family Office Accounting Manager . This role offers the opportunity to work within a dynamic environment, serving high net worth individuals and family offices.

Key Responsibilities
  • Lead a team responsible for daily processing, investment activity recording and reconciliation, maintaining unfunded commitment schedules, month‑end close, and periodic financial reporting.
  • Collaborate with the tax family office group to prepare various tax returns (1065, 1040, 1041, 990/990PF, 1120, 709, 1099).

Review responses to Federal and state notices.

Manage a team of 5.

Key Experience and Skills
  • CPA license.
  • 8 years of accounting experience, specifically with family office and high net worth individuals (minimum $50‑30 million revenues, up to $1 billion).
  • Experience managing a family office / HNW team.
  • Experience with Intacct preferred.
  • Daily access to a vehicle for commuting to and from offices and clients as needed.
Benefits and Perks
  • Comprehensive insurance plans (medical, disability, life, identity theft, pet).
  • Subsidized caregiving benefit.
  • Wellness Challenges with incentives.
  • Access to on‑site fitness centers/subsidized/low‑cost gym memberships.
  • 401(k), profit‑sharing, and tuition reimbursement.
  • Paid time off, holidays, bereavement, parental leave, and volunteer hours.
  • Various incentive programs.
  • Flexible, hybrid work environment.

Also open to Deerfield and Downers Grove offices.

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Vacancy posted 1 day ago
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