Staff Accountant

Topel Forman • Chicago, IL

5d • $70,000 - $80,000 • Hybrid

About The Position

Topel Forman is seeking a tech-savvy Staff Accountant for its Family Office Services team in the Chicago office. The role works closely with family office clients, including closely held companies and high-net-worth individuals, as well as the firm’s audit and tax teams. The Staff Accountant performs monthly, quarterly, and year-end accounting tasks, gathers client information for tax planning, and helps recognize and communicate potential risks. The position offers the opportunity to contribute to the growth of a new division by helping build its team, processes, and procedures.

Topel Forman is a certified public accounting firm serving the Midwest and Denver region, providing attest, accounting, tax, advisory, and consulting services. The firm describes its environment as combining the talent and expertise of a larger firm with the accessibility and collaboration of a smaller organization, with opportunities to work directly with clients, senior-level management, and partners.

Requirements

• Bachelor’s degree in accounting or finance.
• 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.
• Ability to understand common financial statements and complex broker and private equity statements.
• Proficiency in Microsoft Office, including advanced Microsoft Excel skills.
• A history of providing premier client service with a can-do attitude.
• Strong analytical and problem-solving skills and commitment to high-quality work and output.
• Good time management, including the ability to manage 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 clearly and effectively to team members at all levels and to clients.

Nice To Haves

• CPA.
• Prior public accounting experience.
• QuickBooks experience.
• Client service accounting experience.
• Experience with the Asset Vantage Accounting System.

Responsibilities

• Record financial transactions and balance and reconcile 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.
• Build and maintain strong relationships with clients and their outside advisors, addressing questions and issues as they arise.
• Research, track, and resolve accounting or documentation problems and discrepancies.
• Develop, implement, modify, and document recordkeeping and accounting systems using current computer technology.
• Process month-end and year-end closing and reporting accurately and on time.
• Perform other responsibilities as required.

Benefits

• Salary range of $70,000 to $80,000, with annual merit increases.
• Eligibility for an annual discretionary bonus.
• 35-hour workweek during the non-busy season.
• Hybrid work arrangement; a home internet plan with minimum speeds of 100 Mbps download and 20 Mbps upload is required for hybrid work, and home Wi-Fi should be password protected.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level