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.
#J-18808-Ljbffr$126.1k - $253k
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