Topel Forman LLC · 4 hours ago
Staff Accountant
Chicago, IL
Full-time
Hybrid
Entry, Mid Level
$75K/yr - $85K/yr
1+ years expTopel 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.
ConsultingFinancial ServicesInsurance
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
Qualification
Required
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
Preferred
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
Topel Forman LLC
Topel Forman is a Chicago and Denver-based certified public accounting firm serving individuals and professionals to family-owned businesses and corporations, providing accounting, tax, attestation, family office, and advisory services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Bradley Levandoski
Chief Operating Officer
Company data provided by crunchbase