Staff Accountant

Topel Forman LLC; Chicago (IL); Hybrid; USD 70,000 - 80,000; Full time

Benefits offered by this job

Competitive salary with range $70,000–

Annual discretionary bonus eligibility

35-hour workweek during non-busyseason

Job summary

Topel Forman is seeking a tech savvy Staff Accountant for our Family Office Services team in Chicago. You will work with family office clients, including closely held businesses and high-net-worth individuals, alongside audit and tax teams to complete monthly, quarterly, or year-end accounting tasks and assist in tax planning.

In this role you will develop processes, maintain ledgers, prepare financial statements, and communicate risks to clients and advisors.

Qualifications

• Bachelor’s degree in accounting or finance
• 1–3 years of relevant professional experience
• Understanding of U.S. GAAP, budgeting, financial analysis
• Proficient MS Office with advanced Microsoft Excel skills
• Strong analytical and problem-solving skills
• Good time management skills and ability to meet deadlines

Responsibilities

• Record financial transactions, balancing and reconciling a variety of accounts
• Maintain and review general ledger accounts and consolidations
• Prepare financial statements for multiple entities, including operating businesses, trusts and estates, partnerships, private foundations, and individuals
• Foster and maintain strong relationships with clients and outside advisors
• Own and resolve accounting or documentation problems and discrepancies
• Develop, implement, modify, and document recordkeeping and accounting systems
• Timely and accurate processing of month-end and year-end closing and reporting
• Other responsibilities as required

Skills

MS Office proficiency

Advanced Excel

Analytical thinking

Time management

Problem solving

Education

Bachelor’s degree in accounting or finance

Tools

QuickBooks

Asset Vantage Accounting System

Job description

Job Overview

Topel Forman is seeking a tech savvy Staff Accountant within our Family Office Services team in our Chicago office. You will have the opportunity to work closely with family office clients, which include closely held companies and high-net-worth individuals. As the Staff Accountant, you will work closely with our audit and tax teams, and perform monthly, quarterly, or year-end accounting-related tasks as well as gather client information necessary for participating in tax planning and recognizing and communicating potential risks. If you are looking to be part of expanding practice and help build a team, processes, and procedures then this is the opportunity for you. It’s an opportunity to take your accounting skillsets to the next level, while we continue to grow our new division.

Responsibilities

• Record financial transactions, balancing and reconciling a variety of accounts
• Maintain and review general ledger accounts and consolidations
• Prepare financial statements for multiple entities, including operating businesses, trusts and estates, partnerships, private foundations, and individuals
• Foster and maintain strong relationships with each client and client’s outside advisors, and address any questions or issues that arise
• Assume ownership and responsibility for effectively researching, tracking, and resolving accounting or documentation problems and discrepancies
• Develop, implement, modify, and document recordkeeping and accounting systems, making use of current computer technology
• Timely and accurate processing of month-end and year-end closing and reporting
• Other responsibilities as required

Requirements

• Bachelor’s degree in accounting or finance
• Minimum of 1 to 3 years of relevant professional experience
• Understanding of U.S. GAAP, budgeting, financial analysis, and accounting functions generally performed by an ultra-high net worth family
• Comprehends common financial statements and understands complex broker/private equity statements
• Proficient MS Office with advanced Microsoft Excel skills
• Proven history of providing premier service to clients with a can-do attitude
• Strong analytical and problem-solving skills with a commitment to the highest level of quality and output
• Good time management skills: ability to juggle and meet multiple critical deadlines and adapt to changing circumstances
• Ability to quickly learn new skills and tools
• Ability to identify and discuss issues and present workable solutions in a simple, meaningful, and focused manner with all levels of the team and clients

Preferred Requirements

• CPA
• Prior public accounting experience preferred
• QuickBooks experience
• Client service accounting
• Asset Vantage Accounting System

About Us

Topel Forman is a leading certified public accounting firm in the Midwest and the Denver region providing a wide range of attest, accounting, tax, advisory, and consulting services to individuals, professionals, closely-held and family-owned businesses and corporations. At Topel Forman, you’ll find the high level of talent and expertise you’d expect from a larger firm, but with the accessibility and collaboration that are usually only available at a smaller organization. You can expect to work directly with clients, senior-level management, and partners with knowledge of various disciplines. A proactive, hands-on approach to our clients allows you to grow in your expertise and advance in your career. For more information on Topel Forman, please visit our website at www.topelforman.com.

Benefits

• Competitive salary with the range of $70,000 to $80,000, with annual merit increases
• Annual discretionary bonus eligibility
• 35-hour workweek during non-busy season
• To learn more about our firm and benefit offerings, please visit our careers page.

Hybrid Work Internet Policy

Internet requirements for working hybrid: We require an internet plan with the following minimum upload and download speeds for best connection: 100+ Mbps download and 20+ Mbps upload. Home Wi-Fi should be password protected.