Staff Accountant

Topel Forman is seeking a tech-savvy Staff Accountant to join their Family Office Services team in Chicago. The role involves working closely with family office clients, supporting audit and tax teams, and performing various accounting tasks. It's an opportunity to grow within an expanding practice and contribute to building processes and procedures, enhancing accounting skills while the division grows.

Requirements

• 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

Benefits

• Competitive salary
• Annual discretionary bonus eligibility
• 35-hour workweek during non-busy season