Senior Accountant - Family Office Services

Job Overview

Topel Forman is seeking a tech savvy Senior 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 Senior Accountant, you will enhance our process, 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 something new 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 establish our new division.

Remote Work Internet Policy

Internet requirements for working remotely: We require an internet plan with the following minimum upload and download speeds for best connection: 200+ Mbps download and 20+ Mbps upload. Home Wi-Fi should be password protected.

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
• Train and mentor junior accountants
• 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 4 to 6 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 work extended hours during month-end, quarter-end, and year-end
• 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

Listed as one of Inside Public Accounting's Best of The Best Firms for the third time in four years, Topel Forman is a leading certified public accounting firm. As a leading firm, Topel Forman has been serving a range of individuals and professionals, to family-owned businesses and corporations for over sixty years, providing accounting, tax, attestation, Family Office, and advisory services. Here you will find the highest level of talent and expertise, along with leadership that cares. Our inclusive culture provides accessibility to professional growth and collaboration that offers a dynamic and engaging work experience. We are dedicated to offering world-class service to our clients and a top-level professional experience to our employees. We offer a robust benefits package, including well-rounded fringe benefits, and a flexible work environment. We offer the opportunity for you to work where you feel comfortable whether it's in the office, at home or remote. A 2022 winner of Top Workplaces, we live by our values of flexibility, integrity, respect, and excellence.

Benefits

• 35-hour average workweek
• Flexible working options
• To learn more about our firm and benefit offerings, please visit our careers page.