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Accounting Associate

Accounting Associate

Creative Financial StaffingGlenview, IL, US
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Accounting Associate

Our client, a north family investment office is seeking an Accounting Associate to handle Accounts Payable and bookkeeping duties for corporate entities and related members in a fast-paced environment.

$75,000- $80,000

Why take an Accounting Associate role with this company?

  • True Family Feel in a Family Office
  • Great work / life balance- everyone recognizes importance of work / life balance
  • Strong benefits- employer pays 90% for health insurance premium
  • 401k with 5% match
  • Unlimited PTO

Responsibilities as the Accounting Associate :

  • Manage full-cycle Accounts Payable (100-125 payments / month) across family members, corporate entities and 2 private foundations
  • Review and process invoices, ensure proper approvals, verify documentation and monitor budgets as needed
  • Coordinate and track foundation grants, property tax payments (5 properties) and auto-paid personal bills (what bills are on autopay, what's manual, contracts that need to be updated)
  • Prepare and process quarterly and year-end tax payments, ensuring timely submission to the IRS and multiple states
  • Reconcile corporate credit card and household debit card transactions
  • Maintain accurate financial records in QuickBooks for foundation account
  • Manage LLC annual filings, sorting / managing incoming mail and key sensitive items (tax notices / bills)
  • Oversee household payroll for 5 employees
  • Proactively identify opportunities for process improvements

    • Experience for the Accounting Associate :

  • Associates degree or equivalent experience
  • 2+ years experience in bookkeeping / Accounts Payable roles
  • QuickBooks experience preferred
  • Highly detail oriented with strong focus on accuracy- good communication skills
  • Organized and able to prioritize tasks across multiple stakeholders
  • Service oriented with a "roll up your sleeves" mindset; self-starter attitude
  • Experience handling tax payments a plus
  • Open to learning new technologies

    • #LI-PO1

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    Accounting Associate • Glenview, IL, US

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