Tax Associate

High Net Worth Family Office

Work Life Balance and Hybrid

About Our Client:

Our prominent High Net Worth Family Office seeks a Tax Associate 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
• Proficient in Excel and QuickBooks. Great Plaines experience a plus.

Responsibilities:

• Assist with investment reporting and preparation of tax information and financial statements.
• Prepare partnership, individual, fiduciary and information tax returns
• Analysis of general ledger and 90-plus flow through entities
• Project work, variety and more.

Excellent Compensation, Benefits and Work-life Balance

Next Steps:

Looking forward to hearing from you! Please send cover letter along with resume to: joel@cmcconsult.com

Events & Communication Leader
Hybrid
Innovative Foundation
Northbrook, Illinois

About Our Client:
Our client is a very successful foundation focused on Pulmonary Fibrosis, looking for an Event and Communication Leader.

Responsibilities Include:
• Event and meeting coordination
• Communications and administrative support

Knowledge & Requirements:
• Minimum of 5 years’ experience in communications and/or event management is required
• Foundation/healthcare experience a plus

Great benefits and competitive salary!

This opportunity is a hybrid role in Northbrook office 2-3 days a week

Next Steps:
If interested, please send resume along with cover letter to: jennie@cmcconsult.com

INVESTMENT ANALYST: PRIVATE MARKETS
Family Office in Downtown Chicago

ABOUT ORGANIZATION
Well-established and fast-paced family office providing integrated wealth management services to its three generations of family members seeks to fill an entry level investment analyst position focused on its significant alternative investment portfolio. This is a unique opportunity to gain experience working with a seasoned investment team overseeing a sophisticated investment portfolio. The office is service oriented, highly professional and takes pride in being a leader within the close-knit, family office industry.

POSITION DESCRIPTION
The Investment Analyst will receive on the job training and participate in all aspects of the investment management process. He or she will work directly with senior management in a flat organizational environment. The investment focus is primarily making commitments to private equity limited partnerships.

KEY RESPONSIBILITIES
• Support the due diligence process by evaluating new private markets fund investments
• Produce written reports and presentations for Investment Committees summarizing investment recommendations
• Support the portfolio review process
• Complete analytical projects related to performance attribution, portfolio construction, investment strategy and industry trends

PERSONAL TRAITS
The Investment Analyst must be a conscientious individual who takes pride in his/her work.
• Well-developed critical thinking skills
• Intellectual curiosity with strong attention to detail
• Self-motivated and able to manage multiple projects simultaneously
• Excellent written, oral, and interpersonal communication skills
• Strong aptitude for technology — Microsoft Office (Excel, Word, PowerPoint) skills are essential

EDUCATIONAL REQUIREMENTS
• Undergraduate Degree

COMPENSATION AND BENEFITS
The family office is prepared to offer the successful candidate a competitive compensation package based on qualifications and experience. Employees are provided with an excellent and comprehensive benefit package including health insurance, disability insurance, life insurance, 401(k) and flexible spending plans.

For more information, please contact jill@cmcconsult.com

IMPROVE WORK-LIFE BALANCE WITH OUR HIGH NET-WORTH FAMILY OFFICE 

STAFF TAX ACCOUNTANT

About Our Client:
Our high net-worth family office seeks a Staff Tax Accountant to work alongside the CFO. This position consists of working in beautiful surroundings in their Mag Mile office with a variety of interesting functions and responsibilities, including exposure to many entities.

Qualifications:
• BS in Accounting. CPA a plus or working towards
• 2 years’ experience at a public accounting firm in tax/accounting or with a high-net-worth family office
• Strong proficiency in Excel and QB

Responsibilities:
• Set up and maintain tax workpapers and permanent files
• Prepare partnership, individual, fiduciary, K1, tax returns
• Assist in the preparation of periodic financial statements and journal entries

Excellent Compensation, Benefits, Hybrid, and Work-Life Balance
This position can lead to future promotions

Next Steps:
Looking forward to hearing from you! Please send cover letter along with resume to: joel@cmcconsult.com

Grants Manager
Northbrook, Illinois

About the Organization
A single-family office that provides investment, financial planning, and philanthropic services and related investment entities, trusts, and private foundations. Services are provided through a combination of in-house professionals and outsourced advisory firms.

The Position
Our client is in search of a Grants Manager for pre- through post-award grants management for a high volume of grants. The Grants Manager will manage grant activities for three branches of the office’s philanthropic activities, including two grantmaking foundations. The position reports to the Director of Philanthropy.

Responsibilities
The Grants Manager oversees the full grant cycle from concept to close-out, including the application process, database management, grant review, grant documentation, and grant compliance. Serving as the link between program, finance, and technology, the Grants Manager is responsible for maintaining workflow processes to ensure quality, consistency, and timeliness.

Grantmaking
• Facilitates operations through all stages of the grant cycle, and manages all aspects of process implementation
• Works internally to define and maintain workflows and keep program staff updated on progress
• Serves as point of contact for applicants and grantees regarding submission of applications and reports
• Tracks and confirms that application materials are complete when submitted
• Maintains grant cycle calendar and coordinates meeting and site visit schedules on behalf of foundation staff

Database
• Serves as systems administrator for a robust database, always maintaining high data integrity for grantee records and files
• Ensures that grants management software is being fully utilized and maintained, including software add-ons
• Maintains relationship with Salesforce consultant and oversees contract renewals for all system related software
• Works to continuously improve system functionality and integration, and as needed by foundation staff

Post-Award
• Prepares all grantee correspondence and manages the routing and signatures of all processed contracts/agreements
• Works with program staff to determine grant payment schedules, reporting deadlines, and recognition requirements
• Serves as contact person for questions/comments on agreements with academic grantees, vendors, and other partners. Obtains feedback on IP and legal questions from internal counsel when needed.

Additional Responsibilities
• Communicates with nonprofit agencies, public and private funders, and the general public about the foundation’s grantmaking priories, guidelines, and proposal review process, as needed
• Provides ad hoc support for periodic website updates and vendor management
• Works directly with senior leadership on any Board-related requests outside the typical scope of the foundations’ grantmaking

Qualifications & Requirements
• Bachelor’s degree and 3-5 years of professional work experience in foundation administration and grants/contracts management. Family office experience is desirable.
• Salesforce experience, knowledge of grant processes and systems including financial reporting, and proficiency in Microsoft Office Suite required
• Strong administrative skills and self-motivated with the ability to set priorities and manage multiple tasks under minimal supervision in an effective and efficient manner
• Excellent written, verbal, collaborative, interpersonal, and problem-solving skills
• Employee must be fully vaccinated

Excellent Salary & Phenomenal Benefits

If interested, please send resume along with cover letter to: jennie@cmcconsult.com