What are the responsibilities and job description for the Private Office Accountant position at The LaSalle Group?
LaSalle Network has partnered with a private organization to hire on an Accountant to manage the comprehensive financial operations for a Private Capital Office. This role combines traditional accounting responsibilities with specialized knowledge of trust administration and private wealth management.
This role will sit out of their downtown Chicago office 5x a week and is budgeted up to a base of $120,000.
Accountant Responsibilities :
Manage day-to-day accounting operations using QuickBooks, including accounts payable, accounts receivable, and bank reconciliations
Prepare monthly, quarterly, and annual financial statements for family entities
Monitor cash flow and maintain detailed records of all financial transactions
Coordinate with external CPAs and tax professionals for tax preparation and planning
Process and track household employee payroll and related tax filings
Assist in trust accounting and administration, including tracking distributions and preparing trust accountings
Coordinate with trustees and trust administrators to ensure proper documentation and compliance
Monitor trust investments and maintain detailed records of trust assets
Prepare reports for trust beneficiaries as required
Manage bill payment and expense tracking for family members
Maintain organized records of all financial documents and transactions
Prepare financial analysis and reports for family decision-making
Assist in budgeting and financial planning for family members
Coordinate with wealth managers and financial advisors
Accountant Requirements :
Bachelor's degree in Accounting, Finance, or related field
5 years of accounting experience, with at least 3 years in family office or private wealth management
Advanced proficiency in QuickBooks and Microsoft Excel
Strong understanding of trust accounting principles and fiduciary responsibilities
Experience with high-net-worth individuals and families
CPA preferred
If you are interested in the Private Office Accountant role, please apply today!
Thank you,
Arden Dyer
Recruiting Lead
LaSalle Network
LaSalle Network is an Equal Opportunity Employer m / f / d / v.
LaSalle Network is the leading provider of direct hire and temporary staffing services. For over two decades, LaSalle has helped organizations hire faster and connect top talent with opportunities, from entry-level positions to the C-suite. With units specializing in Accounting and Finance, Administrative, Marketing, Technology, Supply chain, Healthcare Revenue Cycle, Call Center, Human Resources and Executive Search. LaSalle offers staffing and recruiting solutions to companies of all sizes and across all industries. LaSalle Network is the premier staffing and recruiting firm, earning over 100 culture, revenue and industry-based awards from major publications and having its company experts regularly contribute insights on retention strategies, hiring trends and hiring challenges, and more to national news outlets.
Salary : $120,000
