Tax Accountant - Family Office

HYBRID ROLE- TAX ACCOUNTANT - FAMILY OFFICE

These beautiful summer days won’t last, and neither will this exciting new opportunity!

The salary range for this position is $90,000-$100,000 plus bonus. Plus it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this role please send your resume to View email address on click.appcast.io

Chicago family office seeks a staff/tax accountant to assist with investment reporting and analysis; preparation of tax workpapers, tax returns and financial statements; and accounting for multiple entities, trusts and individuals.

Job Description:

• Set up and maintain tax workpapers and permanent files.
• Prepare partnership, individual, fiduciary, and information tax returns.
• Assist in the preparation of periodic financial statements.
• Prepare and post period end, standard, and adjusting journal entries.
• Assist with analysis of general ledger accounts for flow-through entities.
• Assist with preparation of periodic investment activity reports.
• Update bank activity for multiple accounts and report weekly.
• Back-up for accounts receivable and accounts payable functions.
• Maintain intercompany due to/from schedules.
• Maintain fixed asset schedules and related journal entries.
• Set up business and tax accounts with various governmental entities.
• Project work as required.

Requirements:

• BS in Accounting.
• 2 years’ experience at a public accounting firm
• CPA eligible and pursuit of credential required; already licensed a plus

To apply to this role please send your resume to View email address on click.appcast.io

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