Financial Planning Expert
2 weeks ago
This is a 100% remote position with the option to be hybrid if you desire (and reside in the Greater Chicago Area).
Company OverviewWe 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.
- 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.
- 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.
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