Topel Forman is a leading certified public accounting firm in the Midwest and the Denver region. They are seeking a tech-savvy Staff Accountant within their Family Office Services team to work closely with family office clients and support 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
Company Overview
- 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. It was founded in 1961, and is headquartered in Chicago, Illinois, USA, with a workforce of 51-200 employees. Its website is http://topelforman.com.