Family Office Accounting Manager

Company: Wisen HR
Job type: Full-time

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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