Entity Manager


To apply to this role, please send your resume to John Sadofsky at john.sadofsky@roberthalf.c0m

Let’s get you into a job where you’re not under compensated for your hard work. How about one where the company values your time? A high-end firm that was just rated one of the top places to work in Chicago just created a new Entity Manager position. Which may seem pretty standard…until you get to the best part: The perks.

1)          The pay rates are above what their top competitors pay their employees

2)          They have higher bonus structures

3)          There’s work from home flexibility and prioritization for employee work/life balance.

4)          The position is a fast-track career growth opportunity (as the company is expanding rapidly thru acquisitions)

5)          And more…

Job Description

• Manage and review the accounting for assigned entities including reviewing journal entries and general ledger account reconciliations

• Interpret governing documents (e.g. operating agreements and by-laws) and apply the provisions of the governing documents to the management and accounting for an entity

• Coordinate with outside parties (i.e. investment advisors) and trustees (i.e. private trust companies) in the execution of responsibilities associated with management of assigned entities

• Provide day-to-day business and accounting management to certain service provider entities such as budget and projection preparation, quarterly billing, processing reimbursable expenses, etc…

• Oversee and manage the tax projection and tax return processes for assigned entities (partnerships and corporations)

• Mentor, train and manage staff accountants to meet deadlines and prioritize projects/workload

• Identify and develop improvements to internal processes

• Lead and manage special projects, as needed



• 7+ years’ experience in accounting and financial management 

• Relevant undergraduate degree and CPA required

• Demonstrated management, leadership and mentoring skills plus high intellectual capacity and professional integrity

• Experience or familiarity with corporation and partnership tax concepts and application thereof, desired

• Ability to operate in a highly confidential and complex environment as part of a team, but also independently

• Highly proactive approach to serving clients; fiduciary mindset; prior experience working with a family office and/or with an entrepreneurial family business owner/enterprise highly desirable

• Effective at working in a professional, small office, yet faced-paced environment; strong interpersonal skills

• Proven track record in managing multiple projects, strong problem solving skills and solution-focused perspective

• Highly organized, proactive and attentive to detail and accuracy; strong analytical capabilities; ability to effectively prioritize workload

• Hands-on approach and willing to “roll up your sleeves” to effectively complete work

• Excellent verbal and written communication skills; can effectively communicate complex concepts and strategies in a clear and concise manner; active listener

• Strong Microsoft Office (Excel, Word, PowerPoint) software skills

To apply to this role, please send your resume to John Sadofsky at john.sadofsky@roberthalf.c0m

Job type

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