Staff Accountant - Family Office (Hybrid, 35-hr weeks)

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

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.