Senior Accountant- Wealth Management

Oak Brook, IL

Posted: 02/04/2025 Industry: Accounting & Finance Job Number: AF020425DG Pay Rate: 90,000 Remote Friendly: Hybrid Experience: 5 years or greater

Job Description

Our client, an independently-owned wealth management firm in the Western Suburbs of Chicago, is seeking a Senior Accountant to perform a variety of accounting, bookkeeping and financial tasks for the company. This individual must possess excellent mathematical, organizational, multi-tasking and communication skills and must be able to work in a professional office environment. The position requires proficiency in Microsoft Word, Excel and QuickBooks with the willingness to learn other business-related software.

 

Responsibilities:

  • Preparing financial reports, analyses, projections, and budgets
  • Performing account reconciliations and maintaining the general ledger
  • Assistance with preparation of payroll
  • Research for Illinois and out-of-state payroll matters
  • Reviewing and monitoring of financial documents created by others
  • Recommending ways to reduce costs and enhance revenue
  • Assist Controller in preparing documents and interpreting complicated financial information
  • Developing paperwork for regulatory reporting
  • Preparing tax returns and documentation for external auditor, as needed
  • Coordinating and assisting with audit preparations, as needed
  • Training and mentoring responsibilities
  • Other duties as requested

 

 

 

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Job Requirements

Education/Requirements:


  • Bachelor’s degree in Accounting
  • Minimum 5 years relevant experience in an accounting position is required
  • CPA designation preferred

Additional Information

Compensation:
Salary, bonuses and full benefits including health, dental and profit sharing.

 

Send resumes to jhoban@cpsjobs.com

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James Hoban
Executive Recruiter

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About Oak Brook, IL

Discover exciting job opportunities in the vibrant Oak Brook, Illinois area today! Situated west of Chicago, Oak Brook offers a perfect blend of big-city amenities and suburban charm. Known for its upscale shopping at Oakbrook Center, delectable restaurants serving renowned deep-dish pizza, and close proximity to the iconic Morton Arboretum, this region presents a myriad of growth opportunities for job seekers. With nearby attractions like the Drury Lane Theatre, Brookfield Zoo, and the beautiful Mayslake Peabody Estate, Oak Brook provides a cultural and recreational haven for individuals looking to advance their careers in a thriving community. Start your job search here and embrace all that Oak Brook has to offer!