Family Office Accountant

· Chicago, Illinois
Employment Type Full-Time

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Family Office Accountant 


Company

Zuckerman Investment Group is a growing independent registered investment advisory firm owned by the Zuckerman family. The firm manages over $1 billion for multi-generational families. We are located in downtown Chicago and we provide individuals and families with a complete offering of financial counseling and investment management services.


We are a results-driven firm with high achieving, motivated employees who value opportunities to take on complex problems, interesting projects, and share innovative ideas. We believe in cultivating relationships both internally and externally, and we are looking for someone to join our team who is committed to developing strong connections in a truly collaborative environment.


Job Description

Our firm operates the Zuckerman family office from within the company, as the family members are also clients of the firm. We are looking for a highly motivated and detail oriented individual to coordinate the affairs of the Zuckerman family office. For the right individual, the ultimate career path for the Family Office Accountant could including working with the head of the family office to perfect and expand our family office offering, then implement and execute the family office experience across additional multi-generational family clients of the firm.

By considering Zuckerman Investment Group, you have decided to look beyond the ordinary public accounting firm. As a member of our team, you will develop professionally by gaining exposure to all aspects of a wealth management firm and providing support to senior leaders of the firm. This position is a unique opportunity to participate in the expansion of an established firm.


This position will begin remotely, as our firm is currently an entirely remote workforce due to precautions related to Covid-19.


Responsibilities

  • Leverage tax knowledge and experience to provide advice to high net worth individuals
  • Coordinate with lawyers, trustees, accountants, and other external advisors to support the family’s tax and estate planning initiatives and oversee the implementation
  • Facilitate the preparation of complex family office tax returns by a third-party accounting firm
  • Prepare simple individual and trust income tax returns in house
  • Oversight of family assets and cash flow needs, including investment accounts, properties, trusts and other interests.
  • Produce comprehensive financial reporting of family accounts


Qualifications

  • Bachelor’s Degree in Accounting
  • Minimum GPA: 3.5
  • Minimum Experience: 2+ years in a finance or accounting role
  • Certified Public Accountant (CPA) credential
  • Highly organized, extremely detail-oriented and desire and ability to solve complex problems
  • Excellent verbal and written communication skills
  • Proficient in Microsoft Office Suite

Thank You

Your application was submitted successfully.

  • Location
    Chicago, Illinois
  • Employment Type
    Full-Time