Family Office Associate

Company

Zuckerman Investment Group is a growing independent registered investment advisory firm owned by the Zuckerman family. The firm manages over $1 billion for multi-generational families. We are located in downtown Chicago and we provide individuals and families with a complete offering of financial counseling and investment management services.

We are a results-driven firm with high achieving, motivated employees who value opportunities to take on complex problems, interesting projects, and share innovative ideas. We believe in cultivating relationships both internally and externally, and we are looking for someone to join our team who is committed to developing strong connections in a truly collaborative environment.

Job Description

We are looking for a highly motivated and extremely detail-oriented individual to enhance processes within the firm's family office function. By considering Zuckerman Investment Group, you have decided to look beyond the ordinary public accounting firm and enjoy a unique opportunity to participate in the expansion of an established firm. As a member of our team, you will develop professionally by gaining exposure to all aspects of a wealth management firm, providing support to senior leaders, and working directly with the head of family office.

This position will be hybrid. The firm is currently on a hybrid remote workforce due to precautions related to COVID-19.

Responsibilities

• Coordinate with third-party accounting firms to complete the family office tax returns
• Facilitate tax operations for clients, including generating quarterly gain/loss projections, distributing 1099s, and managing relationships with client accountants
• Complete day-to-day operations for family office clients, including money movements, new account setup, preparing for review meetings and other projects as needed
• Perform reconciliation and quality control procedures to ensure the accuracy cost basis
• Maintain and review account performance records and portfolio valuations
• Assist in tax planning and strategic planning for family office clients
• Execute various projects within the family office function to enhance processes and reporting needs

Requirements

• 1 – 5 years of professional experience
• Passion for numbers
• Highly organized, extremely detail-oriented and desire and ability to solve complex problems
• Excellent verbal and written communication skills

Preferred Qualifications

• Experience in high net worth tax services, estate planning, or family office preferred
• Certified Public Account (CPA) or desire to pursue CPA credential

*We are interested in every qualified candidate who is eligible to work in the United States. However, we are not able to sponsor visas for this position.