Accountant, Robert Half

Accountant

Robert Half

Location:

United States, Chicago

Category:

Finance

Contract Type:

Employment contract

Salary:

100000.00 - 110000.00 USD / Year

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Job Description:

The focus of this position will be on the delivery of financial services to a set of individual clients through accounting, operational activities, and reporting.

Job Responsibility:

Manage the personal accounting for a variety of the company’s clients, both individuals and trusts
Prepare journal entries and finalize personal financial statements on a monthly basis
Complete a quarterly reporting package with detailed financial analyses
Manage the annual financial reporting, administration of grants, and recording of documentation for a private foundation
Assume responsibility for the company’s cash management activities
Gather and organize all annual tax information necessary for the preparation of income tax filings for our clients
Calculate quarterly estimated tax payments for individuals and trusts
Prepare annual extension estimates of taxable income from underlying investments
Participate in recurring calls with external service providers
Manage the tax compliance calendar and track the ongoing progress of annual tax returns for all entities
Prepare tax returns to be reviewed and signed by the CFO
Review tax returns prepared by external service providers
Work closely with CFO and President in any tax planning/modeling on behalf of our clients
Coordinate real estate tax payments, required annual state filings for LLCs, and draft responses to federal and state income tax notices
Manage the annual calculation of after-tax investment returns for each of our underlying partnership investments
Complete a variety of ad hoc projects working directly with the company’s President, CFO, Client Service Manager, or other team members

Requirements:

CPA: Required
Years of Experience: 2-3 years
Type of Experience: Public Accounting - Tax
Preferably family office clients, individuals, trusts, or investment partnerships

Nice to have:

Preferably family office clients, individuals, trusts, or investment partnerships

What we offer:

medical, vision, dental, life, and disability insurance
401(k) plan

Additional Information:

Job Posted:

March 24, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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