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

Zuckerman Investment Group is looking for a Wealth Management Associate to join our team. This position is a unique We are looking for a highly motivated and extremely detail-oriented individual to enhance processes within the firm’s finance, accounting, reporting and compliance functions. 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 finance.

This position will begin remotely, as our firm is currently an entirely remote workforce due to precautions
related to COVID-19.

Responsibilities

  • Maintain the firm’s books and records to produce and analyze monthly financial statements
  • Coordinate with third-party accounting firm to facilitate the preparation of our company tax returns
  • Perform reconciliation and quality control procedures to ensure the accuracy of account performance records, cost basis, composites, and portfolio valuations
  • Update, gather and distribute data related to clients’ tax and estate reporting needs
  • Support the firm’s client billing process by calculating, processing, and reconciling quarterly fees
  • Manage relationships with the firm’s banks and vendors
  • Assist with the preparation of annual business filings and insurance renewals

Qualifications

  • Bachelor’s Degree in Accounting, Minimum GPA: 3.5
  • Passion for numbers and desire to pursue Certified Public Accountant (CPA) credential
  • Highly organized, extremely detail-oriented and desire and ability to solve complex problems
  • Excellent verbal and written communication skills
  • Experience with Intuit QuickBooks preferred but not required

*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.