Staff Accountant

2022-09-22T15:26:07+00:00 September 22nd, 2022|

Hybrid – Chicago, IL

About our client:
Our wealth management firm seeks a Staff Accountant to work alongside the CFO.
This position consists of working in beautiful surroundings in their Magnificent Mile office with a variety of interesting functions and responsibilities including exposure to many entities.

Primary Responsibilities:
– Organization of legal investment, bank and tax documents
– Provide financial, accounting, and tax, investment management
– Exposure to investments, estate planning, personal financial planning and accounting

– 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

– Offers competitive base salary
– Better work/life balance without travel
– Generous 401(k) match
– Paid vacation leave and paid sick leave
– Medical insurance & life insurance
– Growth position

“High-Touch Recruiting in a Digital World”

Please send Staff Accountant resume and cover letter to

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