Staff Accountant

Topel Forman is a leading certified public accounting firm in the Midwest and the Denver region. They are seeking a tech-savvy Staff Accountant to join their Family Office Services team in Chicago, where the individual will work closely with family office clients and perform various accounting-related tasks while collaborating with audit and tax teams.

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

Skills

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

Benefits

• Annual discretionary bonus eligibility
• 35-hour workweek during non-busy season
• Hybrid Work Internet Policy

Company Overview