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Family Office Accounting Manager (Accounting firm)

Wisen HR
Chicago, IL Full Time
POSTED ON 1/9/2025
AVAILABLE BEFORE 4/6/2025

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
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