Manager – Client Accounting Services

77 consultants; Chicago (IL); On-site; USD 80,000 - 120,000; Full time

Job summary

77 consultants in Chicago seeks an experienced accounting professional to manage daily accounting functions, ensuring precision in financial reporting for high-net-worth individuals and family offices. The role blends traditional accounting with a consultative approach, allowing involvement in strategy formulation and financial decision-making. Ideal candidates will have a US CPA, at least 5 years of public accounting experience, and strong client relationship management skills.

Qualifications

• Active US CPA certification required.
• At least 5 years’ experience in public accounting is necessary.
• Expertise with family office or high-net-worth clients preferred.

Responsibilities

• Manage daily accounting functions including financial reporting.
• Foster and maintain client relationships.
• Conduct thorough reviews of financial statements.

Skills

Client relationship management

Financial statement preparation

Multi-entity accounting systems

QuickBooks or equivalent software

Excellent communication

Education

Active US CPA certification

Minimum of 5 years’ experience in public accounting

Tools

QuickBooks

Job description

You will be responsible for the daily management of accounting functions, which encompasses financial reporting, cash flow oversight, and the integration of multi-entity frameworks.

Key responsibilities include fostering client relationships, conducting thorough reviews of financial statements, and guaranteeing precision in financial reporting across intricate portfolio structures.

This position merges traditional accounting practices with a consultative approach, providing opportunities for involvement in client strategy formulation, financial decision‑making processes, and operational efficiencies.

Ideal candidates will be transitioning into a role that emphasizes relationship‑building and advisory services, particularly those with a focus on high‑net‑worth individuals and family offices.

Qualifications

• Active US CPA certification
• Minimum of 5 years’ experience in public accounting
• Expertise in family office or high‑net‑worth client environments
• Proficiency in financial statement preparation
• Experienced in managing multi‑entity accounting systems
• Familiarity with QuickBooks or equivalent accounting software
• Strong skills in client relationship management
• Excellent communication capabilities