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Robert Half Manager-Individual/Foundation Group in CHICAGO, Illinois


To apply to this Manager-Individual/Foundation Group role, please send your resume to John Sadofsky (john.sadofsky@roberthalf.c0m)

• Management of quarterly Financial Statements and custom reports for all Individual, S Corporation and Foundation enterprises

• Review and manage annual Fair Market Value Balance Sheet project

• Manage annual tax return process for Individuals, Partnerships, S-Corporations and Foundations

• Review tax projections and quarterly estimates

• Identify and research tax issues, consult with internal tax

•Review and reconcile journal entries and general ledger for multiple individuals, LLC’s, partnerships, S-Corporations and foundations

• Review insurance policies, claims and schedules for individuals, personal entities and foundations

• Mentor and develop staff accountants within Individual/Foundation Group

• Identify future needs of the family office accounting function and recommend appropriate plans/actions

• Lead and manage special projects, as needed

Requirements • 6+ years of public accounting or similar family office experience with emphasis on individuals, partnerships, trusts and not-for-profit entities.

• Excellent oral and written communications, analytical and organizational skills

• Ability to work effectively and efficiently in a team-oriented environment with all levels of personnel

• Adept at working in a fast-paced, deadline oriented environment

• Relevant undergraduate degree and CPA required

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