Accountant - Eastgate Capital Advisors (Client)

About

Eastgate Capital Advisors is a rapidly growing multi-family office and wealth management firm serving ultra-high-net-worth and high-net-worth families. We provide sophisticated planning, investment, financial, and estate & trust administration services tailored to the unique needs of our clients.

We are seeking a detail-oriented and highly professional Accountant to join our team in Winnetka, Illinois. This position offers an exceptional opportunity to work alongside accomplished professionals in a collaborative, client-focused environment while supporting a growing organization and the complex financial needs of sophisticated clients.

At Eastgate, we value teamwork, integrity, professionalism, and respect for diverse perspectives. The ideal candidate will bring a positive attitude, strong accounting expertise, and a commitment to delivering exceptional service with the highest levels of accuracy and discretion.

Position Summary

The Corporate Accountant will play an important role in supporting both firm and client-related accounting activities. Responsibilities include maintaining financial records, processing transactions, preparing reports, managing cash flow activities, reconciling accounts, and coordinating with internal team members and external advisors.

This role is well suited for an organized, analytical professional who enjoys managing multiple priorities while maintaining exceptional attention to detail.

This position offers meaningful visibility across accounting, financial operations, and wealth management activities, creating a unique opportunity for professional growth within a highly respected and expanding firm.

Key Responsibilities

·       Maintain accurate financial records and general ledger accounts

·       Process accounts payable and accounts receivable transactions

·       Perform bank, credit card, and investment account reconciliations

·       Manage bill payment processes and assist with cash flow monitoring and reporting

·       Prepare financial reports, account summaries, and supporting schedules

·       Assist with budgeting, forecasting, and financial analysis projects

·       Coordinate with tax professionals, attorneys, and other external advisors as needed

·       Support accounting and operational initiatives as the firm continues to grow

·       Maintain the highest level of confidentiality regarding client and firm financial information

Required Qualifications

·       Bachelor’s degree in Accounting, Finance, Business, or a related field

·       Minimum of 2 years of accounting, bookkeeping, or financial operations experience

·       Strong understanding of accounting principles and financial reporting

·       Proficiency with Microsoft Office applications, particularly Excel and QuickBooks

·       Excellent organizational, analytical, and problem-solving skills

·       Outstanding interpersonal, verbal and written communication skills

·       Ability to manage multiple priorities while maintaining a high degree of accuracy and attention to detail

Preferred Qualifications

·       Experience within a family office, wealth management firm, investment advisory firm, CPA firm, or related financial services environment

·       Familiarity with trusts, estates, investments, and family office operations

·       Experience with Salesforce or other CRM and financial technology platforms

·       Professional certifications such as CPA, CMA, or QuickBooks Certification

·       MS degree in Accounting

Why Join Eastgate?

·       Opportunity to work directly with experienced professionals serving sophisticated clients

·       Exposure to a wide range of accounting, financial administration, and wealth management activities

·       Firm-wide team-based ensemble approach to serving clients

·       Collaborative, supportive, and growth-oriented culture

·       Client-focused environment committed to professionalism and exceptional service

·       Convenient Winnetka location just steps from the Metra Union Pacific North Line

Compensation & Benefits

·       Base Salary: $80,000-$115,000, subject to experience, skills, education, and certifications

·       Annual incentive bonus opportunity

·       Comprehensive medical, dental, short-term and long-term disability coverages

·       Paid Time Off (PTO)

·       Company-sponsored Simple IRA with 3% employer match

·       Flexible scheduling options

Work Location

Winnetka, Illinois. This is an on-site position. Flexible scheduling arrangements may be available.