About the job 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.
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