Multi-Entity Family Office Bookkeeper (Contract)

Brilliant®; Chicago (IL); On-site; USD 27,552 - 41,328; Full time

Job summary

A leading financial service provider in Chicago seeks an experienced Operational Bookkeeper to maintain accurate general ledger records and support tax preparation. The ideal candidate should have 3+ years of relevant bookkeeping experience, be detail-oriented, and able to communicate effectively with clients. This contract role lasts for 3+ months and involves tasks like transaction reconciliation and coordination with tax advisors. Join a firm that values equal opportunity and a diverse workplace.

Qualifications

• 3+ years of bookkeeping or accounting experience; family office, private wealth, or multi-entity experience preferred.
• Able to interface with various clients via email, phone, zoom.

Responsibilities

• Maintain accurate general ledger records for multiple family entities.
• Record and reconcile daily transactions, including bank accounts and investment activity.
• Prepare and post journal entries and ensure proper account classifications.
• Support consolidated reporting across family entities.
• Assist in tracking budgets, cash flow, and expenses.
• Maintain organized records to support tax preparation and filings.
• Coordinate with internal and external tax advisors, accountants, and auditors.
• Support accounting and recordkeeping related to trusts, estates, and charitable entities.
• Track distributions, contributions, grants, and related documentation.
• Assist with tracking insurance premiums, payments, and related documentation.

Skills

Detail oriented

Professional communication

Experience with Archway

Education

Associate or Bachelor’s degree in Accounting, Finance, or related field

Job description

A leading financial service provider in Chicago seeks an experienced Operational Bookkeeper to maintain accurate general ledger records and support tax preparation. The ideal candidate should have 3+ years of relevant bookkeeping experience, be detail-oriented, and able to communicate effectively with clients. This contract role lasts for 3+ months and involves tasks like transaction reconciliation and coordination with tax advisors. Join a firm that values equal opportunity and a diverse workplace.