Financial Planning Expert

2 weeks ago


Riverwoods, Illinois, United States Jobot Full time
Job Description

This is a 100% remote position with the option to be hybrid if you desire (and reside in the Greater Chicago Area).

Company Overview

We provide accounting and assurance, tax consulting and compliance, and consulting services to a broad range of clients in a wide variety of industries in the U.S. and internationally.

Responsibilities
  • Develop and implement tax strategies for clients to minimize tax liabilities and maximize returns.
  • Prepare and review federal and state tax returns for c-corp, s-corp, individual, partnership, HNW, and UHNW clients.
  • Conduct tax research and analysis to keep up-to-date with tax laws and regulations.
  • Provide tax planning advice to clients to ensure compliance with tax laws and regulations.
  • Manage client relationships and communicate with clients regarding tax matters.
  • Collaborate with other departments within the organization to ensure tax compliance and accuracy.
  • Identify tax issues and provide solutions to minimize risk and exposure.
Qualifications
  • A minimum of 8 years of experience in tax within a public accounting firm, 3 of which in a managerial position.
  • A Bachelor's degree in accounting, finance, or a related field.
  • Strong knowledge of c-corp, s-corp, individual tax returns, partnership, HNW, and UHNW tax planning.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and remotely.
  • Strong analytical and problem-solving skills.
  • Proficient in tax software and Microsoft Office Suite.
  • CPA or EA certification preferred.
Benefits
  • Schedule based upon your preference: come in Hybrid as you please, or stay remote.
  • Unlimited Paid Time Off.
  • Comprehensive Medical and Dental Benefits Package.
  • Combined 401(k) and Pension Plan.
  • Flexible Hours.
  • Work From Home Program.
  • Dress for Your Day.
  • Employee Referral Program.
  • New Business Referral Bonus Program.
  • Pillar Awards Program.
  • Paid Holidays.
  • Paid CPA Exam.
  • CPA Exam Bonus.
  • Paid Professional Association Memberships.
  • Paid Professional Certifications.
  • Tuition Reimbursement.

The estimated salary for this position is $175,000 per year.


  • Data Science Expert

    1 week ago


    Riverwoods, Illinois, United States Discover Financial Services Full time

    Unlock a Brighter FutureWe're seeking a talented Data Science Expert to join our team at Discover Financial Services. As a key member of our analytics group, you'll work closely with compliance management to execute analytical initiatives and drive business growth.About the RoleThis is an exciting opportunity for a skilled professional to contribute to...


  • Riverwoods, Illinois, United States Discover Financial Services Full time

    Discover Financial Services is a leading digital banking and payments company seeking an experienced Senior Financial Business Partner to join its team. This role will provide financial and business analysis support for one of the company's business units, driving revenue-generating and expense-efficiency initiatives through effective leadership and...

  • Pricing Strategist

    5 days ago


    Riverwoods, Illinois, United States Discover Financial Services Full time

    Company OverviewDiscover Financial Services is a leading digital banking and payments company, dedicated to delivering innovative financial solutions that empower individuals and businesses to achieve their goals.Salary and BenefitsThe base pay for this position typically ranges from $91,000 to $153,400 per year, with additional incentives available as part...


  • Riverwoods, Illinois, United States Discover Financial Services Full time

    Unlock Business Potential with Data-Driven StrategiesAt Discover Financial Services, we're committed to delivering exceptional customer experiences through innovative solutions. As a Lead Data Science Analyst, you'll play a pivotal role in driving business growth by leveraging advanced analytics and machine learning techniques.About the RoleThis is an...


  • Riverwoods, Illinois, United States Discover Financial Services Full time

    About Us">Discover Financial Services is a leading digital banking and payments company that values what makes you unique. We're committed to creating a brighter financial future for millions of people.">Job Overview">We're seeking an experienced Data Science Lead for Compliance and Risk Management to join our team. As a key member of our analytics team, you...


  • Riverwoods, Illinois, United States Discover Financial Services Full time

    About the RoleWe are seeking a Senior Associate Data Engineer to join our team at Discover Financial Services. As a key member of our data engineering team, you will be responsible for designing, developing, and maintaining high-quality data solutions that meet the needs of our business.Key ResponsibilitiesDesign and develop scalable and efficient data...


  • Riverwoods, Illinois, United States Discover Financial Services Full time

    Transform Your Career with Discover Financial ServicesAbout the Role:We are seeking a highly skilled Proactive Issue Management Specialist to join our team at Discover Financial Services. As an essential member of our operations team, you will play a pivotal role in ensuring the smooth functioning of our issue management lifecycle process.Salary and...


  • Riverwoods, Illinois, United States Diverse Lynx Full time

    Job Overview:">Diverse Lynx LLC is a company that values diversity and inclusivity. We are an Equal Employment Opportunity employer and strive to promote a diverse workforce across all levels in the company.">About the Role:">We are seeking a highly skilled Cloud Operations Expert to join our team. As a DevOps Engineer, you will be responsible for creating...


  • Riverwoods, Illinois, United States Discover Financial Services Full time

    Job SummaryThis role oversees the development and implementation of advanced analytics to drive business growth. The ideal candidate will have a strong background in data science, statistics, or related field.About Discover Financial ServicesDiscover is a leading digital banking and payments company committed to providing innovative financial solutions to...


  • Riverwoods, Illinois, United States Discover Financial Services Full time

    Dive into a World of Compliance AnalyticsDiscover Financial Services is looking for a skilled Compliance Analytics Specialist to join our team. In this role, you'll work closely with compliance management to execute analytical initiatives and ensure regulatory compliance.About the JobThis is an excellent opportunity for a detail-oriented professional to...


  • Riverwoods, Illinois, United States Discover Financial Services Full time

    About Discover Financial Services">We're a leading digital banking and payments company, dedicated to helping people achieve their financial goals. Our collaborative culture is built on three core behaviors: We Play to Win, We Get Better Every Day & We Succeed Together.">Salary Information">The estimated salary for this role ranges from $91,000 to $153,400...


  • Riverwoods, Illinois, United States Discover Financial Services Full time

    Discover Financial Services is a leading digital banking and payments company committed to delivering innovative financial solutions. As a Senior Manager of Software Engineering, you will play a critical role in shaping the technical vision within your domain, driving business growth, and ensuring regulatory compliance.We are seeking an experienced leader...


  • Riverwoods, Illinois, United States Discover Financial Services Full time

    Discover Financial Services offers a challenging and rewarding opportunity for an experienced Issue Management Specialist.We are seeking a skilled professional to join our team as a Lead Issue Management Specialist. As a key member of our organization, you will play a critical role in identifying trends from issues, minimizing their future impact, and...

  • Lead Data Scientist

    3 days ago


    Riverwoods, Illinois, United States Discover Financial Services Full time

    Job Description:We are seeking a highly skilled Lead Data Scientist to join our team at Discover Financial Services. In this role, you will be responsible for providing strategic thinking and thought leadership to solve business problems using advanced analytics techniques such as segmentation, optimization, and machine learning.The ideal candidate will have...


  • Riverwoods, Illinois, United States Discover Financial Services Full time

    Company OverviewDiscover Financial Services is a leading digital banking and payments company that empowers individuals to build brighter financial futures.Salary RangeThe base pay for this position generally ranges between $107,000.00 to $180,200.00, with additional incentives as part of a market-competitive total compensation package.Job DescriptionWe are...


  • Riverwoods, Illinois, United States Discover Financial Services Full time

    About the RoleAt Discover Financial Services, we're committed to delivering exceptional customer experiences through data-driven insights. We're seeking a talented Lead Data Science Professional to join our team, leveraging advanced analytics techniques to drive business growth.Key Responsibilities:Collaborate with management to execute analytical...


  • Riverwoods, Illinois, United States Discover Financial Services Full time

    Discover Financial Services: A Brighter FutureWe're a leading digital banking and payments company committed to innovation and customer satisfaction. Our team is built on three core values: We Play to Win, We Get Better Every Day & We Succeed Together.Job Summary:This role requires an experienced technical leader who can oversee the design and implementation...


  • Riverwoods, Illinois, United States Discover Financial Services Full time

    Job Description:As a Lead Data Analyst for Business Optimization, you will be responsible for creating reports and dashboards to monitor performance metrics and provide insights.The ideal candidate will have a strong background in data analysis, with experience in developing advanced analytics solutions and collaborating with cross-functional partners.About...


  • Riverwoods, Illinois, United States Discover Financial Services Full time

    Discover Financial Services seeks a seasoned Data Science Analyst to join our team in developing advanced analytics solutions for the Payments Network. The ideal candidate will have 4+ years of experience in Credit Risk, Fraud Risk, Marketing Analytics, Optimization, Operations Analytics, Modeling/Data Science or related fields.About DiscoverWe are a leading...


  • Riverwoods, Illinois, United States Discover Financial Services Full time

    Discover Financial Services is a leading digital banking and payments company. As a Data Science Director - Advanced Analytics, you will play a crucial role in shaping the future of our organization.About UsWe value innovation, collaboration, and continuous improvement. Our culture is built on three core behaviors: We Play to Win, We Get Better Every Day &...