Staff Accountant

Topel Forman is a leading certified public accounting firm in the Midwest and the Denver region. They are seeking a tech-savvy Staff Accountant to join their Family Office Services team in Chicago, where the individual will work closely with family office clients and perform various accounting-related tasks while collaborating with audit and tax teams. Responsibilities Record financial transactions, balancing and reconciling a variety of accounts Maintain and review general ledger accounts and consolidations Prepare financial statements for multiple entities, including operating businesses, trusts and estates, partnerships, private foundations, and individuals Foster and maintain strong relationships with each client and client’s outside advisors, and address any questions or issues that arise Assume ownership and responsibility for effectively researching, tracking, and resolving accounting or documentation problems and discrepancies Develop, implement, modify, and document recordkeeping and accounting systems, making use of current computer technology Timely and accurate processing of month-end and year-end closing and reporting Other responsibilities as required Skills Bachelor's degree in accounting or finance Minimum of 1 to 3 years of relevant professional experience Understanding of U.S. GAAP, budgeting, financial analysis, and accounting functions generally performed by an ultra-high net worth family Comprehends common financial statements and understands complex broker/private equity statements Proficient MS Office with advanced Microsoft Excel skills Proven history of providing premier service to clients with a can-do attitude Strong analytical and problem-solving skills with a commitment to the highest level of quality and output Good time management skills: ability to juggle and meet multiple critical deadlines and adapt to changing circumstances Ability to quickly learn new skills and tools Ability to identify and discuss issues and present workable solutions in a simple, meaningful, and focused manner with all levels of the team and clients CPA Prior public accounting experience preferred QuickBooks experience Client service accounting Asset Vantage Accounting System Benefits Annual discretionary bonus eligibility 35-hour workweek during non-busy season Hybrid Work Internet Policy Company Overview Topel Forman is a Chicago and Denver-based certified public accounting firm serving individuals and professionals to family-owned businesses and corporations, providing accounting, tax, attestation, family office, and advisory services. It was founded in 1961, and is headquartered in Chicago, Illinois, USA, with a workforce of 51-200 employees. Its website is