Senior Associate | Multi-Family Wealth Management
Job in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2025-12-16
Listing for:
Connect Search, LLC
Full Time
position Listed on 2025-12-16
Job specializations:
-
Finance & Banking
Accounting & Finance, Financial Reporting, Financial Analyst -
Accounting
Accounting & Finance, Financial Reporting, Financial Analyst
Job Description & How to Apply Below
Senior Associate | Multi-Family Wealth Management
2 days ago Be among the first 25 applicants
This range is provided by Connect Search, LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range$/yr - $/yr
Additional compensation typesAnnual Bonus
Multi-Family Office with close ties to private equity hiring Senior Associate to support exciting growth. Unique opportunity to pivot from public tax/audit, OR from another wealth management firm. Supports and interacts with a portfolio of ultra high net worth clients.
Keys to an interview- CPA or CFP
- 5 to 10 years' experience in Public Accounting (Tax, Audit) or Wealth Management
- Interest in pursuing a career in financial services and wealth management
- Prepare and review individual, trust, partnership, and S-corporation tax projections and returns.
- Contribute to and review financial planning and investment deliverables for UHNW families.
- Execute client service plans on complex engagements; participate in both scheduled and unscheduled client conversations.
- Support Firm Leadership in delivering a seamless client experience that exceeds expectations.
- Help lead workflow and mentor associates; provide quality review and oversight.
- Identify opportunities for process improvement and leverage technology to enhance efficiency and accuracy.
Mid-Senior level
Employment typeFull-time
Job functionFinance and Accounting/Auditing
Industries:
Financial Services, Investment Management, and Venture Capital and Private Equity Principals
- Medical insurance
- Vision insurance
- 401(k)
- Paid maternity leave
- Disability insurance
- Paid paternity leave
Position Requirements
10+ Years
work experience
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