Wealth Management Firm looking for a Tax Senior
This Jobot Job is hosted by: Caitlin Johnson
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $90,000 - $110,000 per year
A bit about us:
Wealth management firm based in Chicago, IL. A Registered Investment Advisor (RIA), we provide full-service investment advisory, tax planning, return preparation, estate and financial planning services focused on the individual needs of each of our valued clients.
By carefully integrating the many facets of their complex financial lives, we provide our clients with the freedom to focus on their careers and life goals. Successful business owners, corporate executives, and individual and families with accumulated wealth place their trust in our team to act as their personal CFO, providing an integrated, coherent financial strategy, and delivering the peace of mind that comes with knowing their finances are always in the capable hands of experienced, trusted professionals.
Why join us?
Competitive base salary and overall compensation package
Full benefits: Medical, Dental, Vision
Generous PTO, vacation, sick, and holidays
Life Insurance coverage
401 (K) with generous company match
Job Details
Responsibilities

• Review of individual returns, closely held business returns including, corporations, partnerships and S corporations
• Tax research for federal and state income tax issues
• Involved in researching technical issues, dealing with the IRS and State Taxing Authorities
• Participate in value-added tax consulting
• Respond to clients request on a day-to-day basis
• Assist in monitoring the associates’ work-flow
• Responding to questions from tax associates

Qualifications

• Strong analytical and organizational skills
• CPA or eligibility to sit for CPA required
• 3 years of progressive experience in public accounting
• C-Corp, partnership, S-Corp, individual and/or multi-state experience
• Ability to grow strong client relationships
• Possess effective writing, communication, and tax research skills
• Will consider someone working hybrid

Interested in hearing more? Easy Apply now by clicking the "Apply" button.