Senior Tax Strategist
7 days ago
We 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. Our clients include successful business owners, corporate executives, and individuals and families with accumulated wealth who trust us to act as their personal CFO, integrating and managing their complex financial lives.
Job SummaryThe ideal candidate will play a crucial role in our firm, providing strategic tax planning and return preparation services to our diverse clientele, including individuals, closely held businesses, S-corporations, limited liability companies, and partnerships and trusts. This role demands a deep understanding of current tax laws and the ability to apply advanced tax strategies to minimize our clients' tax liabilities and preserve their assets for future generations.
Responsibilities:
- Develop and implement strategic tax planning for clients.
- Prepare and review complex federal and multistate tax returns for individuals, corporations, partnerships, and trusts.
- Provide audit representation and manage relationships with tax authorities.
- Monitor 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.
- Act as a trusted advisor to clients, providing comprehensive and coherent financial strategies.
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