High Net Worth Tax Consultant

3 weeks ago


Chicago, Illinois, United States Jobot Full time
Join Our Team
We are a dynamic and growing law firm looking for a skilled Tax Professional to join our team. As a member of our tax team, you will have the opportunity to work with high net worth clients and individuals, providing expert tax advice and guidance. If you are passionate about tax law and want to make a real difference in the lives of our clients, we encourage you to apply.

Key Responsibilities
* Prepare and review tax returns for individuals, trusts, and partnerships
* Provide tax planning and consultation services to high net worth clients
* Maintain accurate and up-to-date financial records using bookkeeping software and systems
* Liaise with the Internal Revenue Service and other regulatory bodies on behalf of clients
* Stay abreast of the latest developments in tax laws and regulations, and communicate these changes to clients and colleagues
* Work closely with other members of the tax team to deliver high-quality services to clients, meeting deadlines and exceeding expectations

Requirements
* Bachelor's degree in Accounting, Finance, or a related field
* Minimum of 1-10 years of experience in tax preparation, with a focus on high net worth individuals, trusts, and partnerships
* Proven experience with tax software such as CCH Access
* Excellent knowledge of tax laws and regulations, with a particular focus on those relating to trusts, high net worth individuals, and partnerships
* Strong bookkeeping skills, with the ability to maintain accurate and up-to-date financial records
* Excellent analytical and problem-solving skills, with the ability to interpret complex financial data and provide insightful solutions
* High level of professionalism and integrity, with the ability to handle sensitive financial information with discretion

Estimated Salary
$120,000 - $180,000 per year.

  • Chicago, Illinois, United States Jobot Full time

    As a Senior Tax Advisor at Jobot, you will play a crucial role in preparing and reviewing tax returns for high net worth individuals, trusts, and partnerships. With a deep understanding of tax laws and regulations, you will provide expert advice on tax planning and consultation services to help clients optimize their tax positions and achieve their financial...


  • Chicago, Illinois, United States Jobot Full time

    Jobbot is a leading provider of tax services to high net worth individuals and businesses. We are seeking a highly motivated and experienced Tax Professional to join our team.About the Role:The successful candidate will be responsible for preparing and reviewing tax returns for individuals, trusts, and partnerships, with a particular focus on high net worth...


  • Chicago, Illinois, United States Jobot Full time

    We are seeking a highly motivated and experienced tax professional to join our team at Jobot. As a leading law firm servicing high net worth clients and individuals, we require a candidate with exceptional analytical skills and a deep understanding of tax laws and regulations.**Key Responsibilities:**1. Prepare and review tax returns: Ensure accuracy and...


  • Chicago, Illinois, United States Jobot Full time

    About Us">We are a full-service accounting and consulting firm founded in the 1990s. Our services are divided into six areas: tax, assurance, outsourced services, transaction advisory, wealth management, and business advisory.">Our Mission">We strive to provide exceptional client service, leveraging our expertise to help clients achieve financial success. We...


  • Chicago, Illinois, United States Jobot Full time

    Our firm is seeking a dynamic and experienced High Net Worth (HNW) Tax Partner to join our team. As a seasoned professional, you will be responsible for delivering sophisticated tax solutions for high net worth individuals, including entrepreneurs, executives, and families.About the RoleThis is an exceptional opportunity for a talented Executive Tax Leader...


  • Chicago, Illinois, United States Ernst and Young Full time

    Transform Your Career as a Senior Tax AdvisorWe are seeking an experienced Senior Tax Advisor to join our team, focusing on providing exceptional tax services to high net worth individuals and families.About the Role:This is a dynamic opportunity to work with a diverse portfolio of clients, delivering comprehensive solutions to their complex tax needs. As a...


  • Chicago, Illinois, United States Jobot Full time

    Job OverviewWe are a fee-only wealth management firm based in Chicago, IL.Our mission is to provide full-service investment advisory, tax planning, return preparation, estate, and financial planning services tailored to meet the individual needs of each of our valued clients.About the PositionThis role involves developing and implementing strategic tax plans...


  • Chicago, Illinois, United States Huntington National Bank Full time

    Huntington National Bank is seeking an experienced High Net Worth Financial Specialist to join its private banking team. In this role, you will work closely with high-net-worth clients to develop and implement customized wealth plans that meet their unique financial goals and objectives.Key Responsibilities:Build strong relationships with clients and...


  • Chicago, Illinois, United States 5 Legal Full time

    About the Opportunity:We are excited to offer a challenging and rewarding opportunity for a highly skilled High Net Worth Trusts and Estates Attorney to join our team at 5 Legal.Job Summary:This role will involve providing expert advice to high net worth individuals and families on trusts and estates planning, tax-efficient transactions, and other related...

  • Tax Strategist

    4 weeks ago


    Chicago, Illinois, United States Jobot Full time

    Job DescriptionWe are a fee-only wealth management firm based in Chicago, IL. As a Registered Investment Advisor (RIA), we provide full-service investment advisory, tax planning, return preparation, estate, and financial planning services tailored to meet the individual needs of each of our valued clients.The ideal candidate will play a crucial role in our...


  • Chicago, Illinois, United States Better Talent Advisors Full time

    **Job Overview**Better Talent Advisors is a premier mortgage brokerage firm catering to high net worth individuals and investment groups. We are seeking an experienced High Net Worth Mortgage Expert to join our team.This role involves working closely with lending staff to prepare loan documentation, review provided documents, and facilitate effective...


  • Chicago, Illinois, United States Brown Brothers Harriman Full time

    Job Summary:We are seeking a highly experienced Relationship Manager IV to join our Private Banking Wealth Management team in Chicago. As a key member of our team, you will be responsible for managing high-net-worth client relationships and developing business strategies to drive growth in our wealth management practice.Main Responsibilities:

  • Senior Tax Consultant

    3 weeks ago


    Chicago, Illinois, United States Jobot Full time

    We are seeking a highly motivated and experienced Tax Professional to join our team at Jobot. This role is ideal for someone who thrives in a challenging, fast-paced environment and has a passion for working with numbers.The successful candidate will be responsible for preparing and reviewing tax returns for individuals, trusts, and partnerships, with a...


  • Chicago, Illinois, United States NFP Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Account Manager to join our team in Chicago. As a key member of our Private Client Group, you will be responsible for managing a book of business worth approximately $2-3M in premium.The ideal candidate will have a proven track record of success in personal lines and high net worth...


  • Chicago, Illinois, United States Jobot Full time

    Job Title: Senior Tax ProfessionalWe are seeking a highly motivated and experienced Tax Professional for a law firm servicing high net worth clients and individuals in Chicago. The successful candidate will be responsible for preparing and reviewing tax returns for individuals, trusts, and partnerships with a particular focus on high net worth clients.Job...


  • Chicago, Illinois, United States Jobot Full time

    Job OverviewOur esteemed client, a highly regarded firm in downtown Chicago, is seeking an experienced Tax Consultant to join their team. With over 40 years of history, they have established themselves as a leader in tax planning, compliance, and family office services for high-net-worth clients.Compensation PackageAs a Tax Consultant with our client, you...


  • Chicago, Illinois, United States Jobot Full time

    About the Role:We are seeking an Estate Planning and Tax Expert to join our team at Jobot. As an Estate Planning and Tax Expert you will work closely with high net worth clients and individuals providing expert tax planning and consulting services. This role requires a deep understanding of tax laws and regulations as well as excellent analytical and...


  • Chicago, Illinois, United States Jobot Full time

    Job DescriptionWe are seeking a skilled Tax Planning Manager to join our team at Jobot. This is an exciting opportunity for a seasoned professional to provide strategic tax planning and return preparation services to our diverse clientele.The ideal candidate will possess a deep understanding of current tax laws and the ability to apply advanced tax...


  • Chicago, Illinois, United States Jobot Full time

    About the Role As a Tax Professional at our law firm, you will have the opportunity to work with high net worth clients and individuals, providing expert tax advice and guidance. You will be responsible for preparing and reviewing tax returns, maintaining accurate financial records, and liaising with regulatory bodies. This is an excellent opportunity for...


  • Chicago, Illinois, United States Jobot Full time

    Job Summary:We are seeking a highly motivated and experienced Tax Professional to join our team at Jobot. The successful candidate will be responsible for preparing and reviewing tax returns for individuals, trusts, and partnerships, with a focus on high net worth clients.The ideal candidate will have a deep understanding of tax laws and regulations,...