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So far cmcconsulting has created 90 blog entries.

Investment Administrator

2021-12-01T16:51:46+00:00 December 1st, 2021|

Investment Administrator • Chicago • About Our Client: The Joyce Foundation is a Chicago-based foundation that works with grantee partners to develop and advance policy reforms that promote racial equity and economic mobility for the next generation in the Great Lakes region. The Foundation works to achieve these goals by investing in policies that support the region’s young people, so they enter adulthood ready to thrive in work, family, and community. It makes grants in the areas of gun violence prevention and justice reform, education and economic mobility, environment, democracy, and culture. The organization focuses much of its investment in six states in the Great Lakes region: Illinois, Indiana, Michigan, Minnesota, Ohio, and Wisconsin. Position Description: The Investment Administrator plays a key role as a contributing member of the investment and finance teams. The position reports to the Chief Investment Officer (CIO) and works closely with other members of the organization’s investment and finance teams in all phases of the investment process with a special focus on operations related support. Primary Responsibilities: • Manages efficient data flows between various investment management systems including but not limited to custodian systems • Assists in coordinating day-to-day operational activities • Assists with [...]

Program Assistant

2022-01-20T15:48:35+00:00 December 1st, 2021|

PROGRAM ASSISTANT • Foundation • ABOUT OUR CLIENT: Our client is a major Midwest foundation based in Chicago that supports efforts to improve the quality of life in the Great Lakes region, focusing on public policy changes related to education, work force development, environment, and gun violence prevention. The Foundation is seeking a Program Assistant to provide administrative support to program staff, in grant making and general office administration. SUMMARY OF POSITION: The Program Assistant position provides administrative support to program staff, in grant making and general office administration. RESPONSIBILITIES: • Respond to routine written and phone inquiries about grants • Perform preliminary review of letters of inquiry and grant requests for completeness • Use grants management software (FLUXX) to enter and update information about individual grants according to defined procedures • Compose drafts of general correspondence, award letters, decline letters, payment letters, and memos • Proofread and correct documents according to The Chicago Manual of Style and organization’s style sheet • Assist in the preparation and editing of write-ups for grant recommendations according to defined procedures and established deadlines • Collaborate in preparation and assembly of materials for the meetings of the Board of Directors including the Board [...]

Staff Accountant

2022-01-20T15:37:50+00:00 December 1st, 2021|

Staff Accountant More Than A Staff Accountant Tax Hybrid About Our Client: Our wealth management firm seeks a Staff Accountant to report to the Director of Tax and Accounting. This position consists of working in beautiful surroundings in their west loop office, in a fast-paced environment, with a variety of interesting work and responsibilities including exposure to many entities. Qualifications: • BS in Accounting. CPA preferred or working towards • 2 years’ experience at a public accounting firm or with a family office Responsibilities: • Set up and maintain tax workpapers and permanent files • Prepare partnership, individual, fiduciary and information tax returns • Assist in the preparation of periodic financial statements Excellent Compensation, Benefits and Work-life Balance This position is more than a Staff Accountant, as its opportunities and responsibilities have more variety including tax, audit, and project work. Next Steps: Looking forward to hearing from you! Please send cover letter along with resume to: joel@cmcconsult.com Apply on LinkedIn

Tax Manager

2022-01-27T15:43:31+00:00 October 28th, 2021|

TAX MANAGER GROWTH OPPORTUNITY TO PARTNER Interesting Complex Clients Including High-Net-Worth HYBRID About Our Client: Our client, a boutique public accounting firm is seeking a Tax Manager with unlimited growth potential. Their unique firm services a wide range of clients including closely held family businesses of high-net-worth individuals. This Tax Manager position requires expertise in review of federal and state income tax returns, partnerships, LLCs, S Corporations, trusts, individual and a working knowledge of gift and estate taxes and includes strategy planning. Responsibilities Include: • Tax planning, research, staff supervision and maintenance and growth of client relationships Requirements: • Bachelor’s degree in accounting and CPA. MST a plus • Minimum of 7 years of accounting experience; some public preferred • Working knowledge of tax rules related to partnerships, LLCs, S Corporations, individuals, and trusts including knowledge of new tax laws and their impact Benefits & Perks: • Partner Track Phenomenal compensation and benefits • Highly Incentivized • Phenomenal compensation and benefits • Better work/life balance without travel • Interesting, complex clients This position offers an opportunity to take on an interesting and challenging role with great opportunity for growth. With an environment to grow this role provides partner track without the responsibility [...]

Senior Accountant

2022-01-27T15:46:50+00:00 October 14th, 2021|

SENIOR ACCOUNTANT HYBRID Fantastic Benefits Including Exceptional Pension Plan River North ABOUT OUR CLIENT AND POSITION: • We are searching for a Senior Accountant to support a renowned and leading, Chicago-based foundation. This position offers an opportunity to work for a meaningful cause and organization, while making a difference in your career and the world you live in. RESPONSIBILITIES INCLUDE: • Accounting, Grants Management, Investment Accounting & Trial Balance REQUIREMENTS: • Minimum of undergraduate degree is required; CPA preferred • 3-5 years of experience in public accounting or high-net worth family office; or nonprofit preferred • Experience with Microsoft Dynamics, WebEx, Zoom or another webcast products a plus PERKS: • Phenomenal benefits including a pension plan • Impressive work life balance with a 40-hour work week and flexible schedule and intellectual growth The organization offers competitive salaries, flexible work schedule, excellent benefits, and a pleasant working environment, while remaining committed to workplace diversity and inclusion. Move forward and make a change in your career today. NEXT STEPS: Looking forward to hearing from you! Please send cover letter along with resume to: joel@cmcconsult.com Apply on LinkedIn

Tax Manager

2021-10-28T17:03:54+00:00 October 14th, 2021|

TAX MANAGER INNOVATIVE FAMILY OFFICE OVERVIEW OF ORGANIZATION Our client is a prominent family office providing alternative investments, trust services and integrated wealth management services to four generations, located in downtown Chicago. The office serves complex investment partnerships, trusts of varying size and foundations. This organization takes pride in having created a collaborative and innovative environment where employees are encouraged to share knowledge and actively participate in projects and discussions across practice areas. The office is dynamic with sophisticated technology, numerous complex structures and many ongoing initiatives that will make this position interesting and challenging. THE POSITION The Tax Manager will report to the Manager of Investment Accounting. Proactive communication of the impact of tax laws and their implications for partnerships, trusts and other entities is also an essential component of the position. This position calls for strategy, consulting, and audit skills. KEY RESPONSIBILITIES Apply tax knowledge and expertise to manage the federal and state tax compliance process for private equity partnerships while maintaining relationships with outside tax professionals Provide technical tax support for family trusts and other entities Manage the receipt and reconciliation of K-1s, Form 1099s and PFICS and prepare and maintain tax basis worksheets for each [...]

Staff Accountant

2021-11-09T19:48:47+00:00 October 14th, 2021|

STAFF ACCOUNTANT Tired of Long Hours in Public Accounting? Join our Ultra High Net-Worth Family Office with Great Benefits and Work Life Balance West Loop – Near All Forms of Public Transportation Established prestigious High Net Worth Family Office in amazing, beautiful surroundings is seeking a Staff Accountant to join their sophisticated accounting team and bring meaning to large amounts of complex data. Responsibilities: • Aid in the coordination, preparation and review of income and estate tax planning and reporting • Assist in preparation and delivery of comprehensive quarterly financial reporting • Support the execution of internal operational activities • Complete reconciliations and related accounting entries Requirements: • 1-3 years of experience in tax and client service; public accounting experience is preferred • CPA preferred • Financial accounting knowledge important • Commitment to client service Benefits: • Fabulous benefits and competitive compensation • Growth opportunity This is an outstanding opportunity for an organized, meticulously detail-oriented, and confidential individual to be a part of a professional and dynamic organization where loyalty is rewarded. Excellent benefits and opportunity to learn and grow in this fantastic role. Please forward cover letter and resume to: sherri@cmcconsult.com Apply on LinkedIn [...]

Administrative Assistant

2021-11-09T19:54:24+00:00 September 29th, 2021|

ADMINISTRATIVE ASSISTANT LOTS OF VARIETYCUSTOMER INTERACTIONSOUTHWEST SUBURBS OF CHICAGO Our client is a global leading supplier of industrial fire protection, emergency response equipment, and services to the Oil and Gas and Energy Sectors for over 70 years. We are looking to add to the team an Administrative Assistant that is a self-motivated, detailed, and a flexible team player. Key Responsibilities: • Responsible for ordering materials and logistics coordination • Coordinate information professionally with all levels of leadership and with vendors and customers • Interact with customers and manufacturers to develop and maintain professional relationships Required Knowledge and Skills: - Bachelor’s degree desired - 3 years of administrative experience - Proficiency in Microsoft Office programs especially Word and Excel - Strong time management and organizational skills Benefits: - Comprehensive benefits including Medical and Dental insurance and a 401(k) match Interested candidates should send a resume to: joel@cmcconsult.com "High-touch recruiting in a digital world" Apply on LinkedIn

Executive Assistant to the President

2021-09-29T16:47:21+00:00 September 29th, 2021|

EXECUTIVE ASSISTANT TO THE PRESIDENT DOWNTOWN CHICAGO ABOUT THE ORGANIZATION:Our client is a leading Philanthropic Foundation based in the city of Chicago that supports efforts to elevate poetry to a more visible and influential position in society. This organization aims to shape a receptive climate for poetry by developing new audiences, creating new avenues for delivery, and encouraging new kinds of literature. Our client is seeking a seasoned Executive Assistant to the President. The organization offers competitive salaries, and provides equal employment opportunities to all applicants. POSITION DESCRIPTION:The Executive Assistant to the President position provides administrative and scheduling support to the President and Board of Directors of the organization.This role reports directly to the President and is responsible for establishing systems for and managing all administrative aspects of the President’s work. KEY RESPONSIBILITIES AND DUTIES:- Calendar management of both internal and external meetings with foundation functions and Board of Directors - Assist with coordinating all staff meetings and drafting and providing materials - Assistance with President’s oversight of direct reports- Arrangement of meeting space, venue and/or restaurant selection, contract negotiation, technology and catering requirements- Process discretionary grant requests- Travel planning for the President- Participate in full-staff planning and training, [...]

Financial Planner

2021-09-29T16:40:31+00:00 August 3rd, 2021|

Downtown Chicago Are you in the wealth management industry looking for a new path in your career to build ongoing client relationships with generations of family members? If yes, today is the day to make that change. Our highly-regarded client is a well-established, multi-generational family office in Chicago. Our client is looking to add an experienced Financial Planner to the client service team. The individual hired into this newly-created position will work on all aspects of financial management, associated implications of private equity deal transactions, and related cash management activities of three family lines. PRIMARY RESPONSIBILITIES: Manage client relationships and provide financial advising services to family office clients. Conduct quarterly meetings with family members, including reviewing a full net worth statement, cash flow projections, and investment purchase & sale information for individuals and entities. Manage cash flows for multiple individuals and entities, and their corresponding investments. Participate in the estate planning process, including advising on existing and new entities/initiatives. Assist with tax compliance and planning for individuals and trusts Provide client follow up and other support to senior wealth advisors in the office. Interact with external family advisors, including bankers, attorneys, accountants, and oversee family office analysts. REQUIREMENTS: BA/BS [...]

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