Senior Accountant

JMG Financial Group, Ltd. is one of the largest independently owned fee-based wealth management firms in the Chicago area. JMG provides wealth management services to corporate executives and high net worth individuals. Investment News recently announced JMG as #1 Best Places to Work for Financial Advisors for 2018, 2019, 2020, 2021, 2022 and 2023.

JMG is in search of a full-time Senior Accountant to perform a variety of accounting, bookkeeping and financial tasks for the company. This individual must possess excellent mathematical, organizational, multi-tasking and communication skills and must be able to work in a  professional office environment.  The position requires proficiency in Microsoft Word, Excel and QuickBooks with the willingness to learn other business-related software.  This is a mid-level managerial role that reports directly to the Controller.

This is an exempt position that is eligible for hybrid remote work after the initial training period. The duties of this role would include, but are not limited to, the following:

Additional Responsibilities

• Preparing financial reports, analyses, projections, and budgets
• Performing account reconciliations and maintaining the general ledger
• Assistance with preparation of payroll
• Research for Illinois and out-of-state payroll matters
• Reviewing and monitoring of financial documents created by others
• Recommending ways to reduce costs and enhance revenue

• Assist Controller in preparing documents and interpreting complicated financial information
• Developing paperwork for regulatory reporting

• Preparing tax returns and documentation for external auditor, as needed
• Coordinating and assisting with audit preparations, as needed
• Training and mentoring responsibilities

• Other duties as requested

Education:  Bachelor’s degree in Accounting, CPA designation and minimum 5 years relevant experience in an accounting position is required.

Compensation:  Salary, bonuses and full benefits including health, dental and profit sharing.

JMG is an equal opportunity employer.