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Family Office Accounting Manager (Accounting firm)

Wisen HRChicago, Illinois
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Overview

Schedule
Full-time
Education
CPA
Career level
Director
Remote
Hybrid remote
Benefits
Health Insurance
Disability Insurance
Life Insurance

Job Description

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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FAQs About Family Office Accounting Manager (Accounting firm) Jobs at Wisen HR

What is the work location for this position at Wisen HR?
This job at Wisen HR is located in Chicago, Illinois, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Wisen HR?
Employer has not shared pay details for this role.
What employment applies to this position at Wisen HR?
Wisen HR lists this role as a Full-time position.
What experience level is required for this role at Wisen HR?
Wisen HR is looking for a candidate with "Director" experience level.
What education level is required for this job?
The education requirement for this position is CPA. Candidates with relevant qualifications or equivalent experience may also be considered.
What benefits are offered by Wisen HR for this role?
Wisen HR offers following benefits: Health Insurance, Disability Insurance, Life Insurance, Paid Holidays, Paid Vacation, Parental and Family Leave, Paid Community Service Time, Career Development, 401k Matching/Retirement Savings, Tuition/Education Assistance, and Health & Wellness Programs for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at Wisen HR?
You can apply for this role at Wisen HR either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.