Tax Planning Strategist

2 weeks ago


Chicago, Illinois, United States Jobot Full time
Job Overview

We are seeking a highly skilled Tax Manager to join our team at Jobot. As a key member of our wealth management firm, you will play a crucial role in providing strategic tax planning and return preparation services to our diverse clientele.

Key Responsibilities
  • Develop and implement comprehensive tax planning strategies for clients.
  • Prepare and review complex federal and multistate tax returns for individuals, corporations, partnerships, and trusts.
  • Provide expert audit representation and manage relationships with tax authorities.
  • Stay up-to-date on changes in tax laws and advise clients on potential impacts and opportunities.
  • Utilize advanced tax strategies, including income-shifting, gifting techniques, and the use of pass-through entities.
  • Collaborate with financial advisors to integrate tax planning with clients' overall financial strategies.
  • Conduct budgeting, cash-flow analysis, and prepare net-worth statements.
  • Oversee additional business services such as bookkeeping, fixed asset tracking & reconciliation, and succession planning.
  • Ensure accurate, efficient, and timely service delivery.
  • Act as a trusted advisor to clients, providing comprehensive and coherent financial strategies.
Qualifications
  • Bachelor's degree in Accounting, Finance, or related field; CPA required.
  • Minimum of 5-7 years of experience in tax planning and preparation, preferably within a wealth management or financial advisory firm.
  • Extensive experience with multistate tax returns and complex tax scenarios.
  • Strong knowledge of current tax laws and regulations.
  • Proven ability to develop and implement tax minimization strategies.
  • Excellent analytical, organizational, and problem-solving skills.
  • Strong interpersonal and communication skills, with the ability to build lasting client relationships.
  • Proficiency in tax preparation software and Microsoft Office Suite.
  • Detail-oriented with a high level of accuracy and efficiency.
Why Join Us?
  • Opportunity to work with a dynamic and experienced team of professionals.
  • Engage in challenging and rewarding work that directly impacts our clients' financial well-being.
  • Competitive salary and comprehensive benefits package.
  • Collaborative and supportive work environment that values professional growth and development.

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