Family Office Accounting Manager (Accounting firm)

Family Office Accounting Manager

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.

Reporting to: Senior Manager

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:

• 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
• Financial Well-being:
• 401k, profit-sharing, and tuition reimbursement
• Paid time off, holidays, bereavement, parental leave, and volunteer hours
• Various incentive programs
• Employee Perks and Support:
• Mentorship program
• Flexible, hybrid work environment.
• Also open to Deerfield and Downers Grove offices
• Relocation: No