Tax Planning Strategist
3 weeks ago
We are seeking a highly skilled Tax Manager to join our team at Jobot. As a Tax Manager, you will play a critical role in providing strategic tax planning and return preparation services to our diverse clientele.
Key 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.
- Ensure accurate, efficient, and timely service delivery.
- Act as a trusted advisor to clients, providing comprehensive and coherent financial strategies.
Requirements:
- 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 Work with Us?
At Jobot, we offer a dynamic and supportive work environment that values professional growth and development. Our team is passionate about delivering exceptional service to our clients, and we are committed to helping you achieve your career goals.
-
Tax Planning Strategist
3 weeks ago
Chicago, Illinois, United States Jobot Full timeJob SummaryWe are seeking a highly skilled Tax Manager to join our team at Jobot. As a Tax Manager, you will play a crucial role in providing strategic tax planning and return preparation services to our diverse clientele.Key ResponsibilitiesDevelop and implement tax planning strategies for clients to minimize their tax liabilities and preserve their...
-
Tax Planning Strategist
3 weeks ago
Chicago, Illinois, United States Jobot Full timeJob OverviewWe 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 ResponsibilitiesDevelop and implement tax minimization strategies for clients.Prepare and review complex...
-
Senior Experience Strategist
3 weeks ago
Chicago, Illinois, United States BCforward Full timeJob Title: Senior Experience StrategistBCforward is seeking a highly motivated Senior Experience Strategist for an opportunity in Chicago, IL.Position Summary:As a Senior Experience Strategist, you will lead the overall strategic plan for the program in a highly collaborative, fast-paced environment.Key Responsibilities:Lead the overall strategic plan for...
-
Marketing Strategist
4 weeks ago
Chicago, Illinois, United States TransUnion LLC Full timeAbout the Role:TransUnion is seeking a seasoned Marketing Strategist to lead the development of marketing and campaign plans that drive growth in our B2B businesses. As a skilled facilitator and collaborator, you will work closely with marketing partners to understand business objectives, translate them into marketing goals, and KPIs. You will also manage a...
-
Chicago, Illinois, United States Tropicana Brands Group Full timeAbout Tropicana Brands Group: A Leader in the Juice IndustryTropicana Brands Group represents a unique fusion of beloved and emerging brands in the juice category, including Tropicana, Naked, KeVita, Izze, Dole, Copella, and Punica. Established in 2022 as a joint venture between PAI Partners and PepsiCo, our company combines industry-leading expertise with a...
-
Corporate Financial Strategist
4 weeks ago
Chicago, Illinois, United States ThinkCERCA Full timeJob Title: Corporate Financial StrategistThinkCERCA is seeking a highly skilled Corporate Financial Strategist to join our team. As a key member of our finance department, you will be responsible for driving financial planning and analysis, ensuring accurate and timely financial reporting, and providing strategic guidance to senior leadership.Key...
-
Digital Media Strategist
3 weeks ago
Chicago, Illinois, United States SRW Full timeWe're seeking a seasoned Digital Media Strategist to join our team at SRW. As a key member of our team, you'll be responsible for developing and executing paid media campaigns that drive engagement and sales for our clients.Key Responsibilities:Develop and execute paid media campaigns across social and digital channelsCollaborate with creative and strategy...
-
Digital Content Strategist
3 weeks ago
Chicago, Illinois, United States American Medical Association Full timeJob Title: Digital Content StrategistJob Summary:The American Medical Association (AMA) is seeking a skilled Digital Content Strategist to join our Mission Operations-Education Center team. As a hybrid position, you will work from our Chicago office two days a week and be responsible for planning, creating, and managing digital marketing content to drive...
-
Global Account Strategist
4 weeks ago
Chicago, Illinois, United States Minitab Full timeJob Title: Global Account StrategistJob Summary:As a Global Account Strategist at Minitab, you will be responsible for developing and executing strategic plans to drive growth and revenue for our global accounts. You will work closely with cross-functional teams to identify opportunities, develop solutions, and deliver results.Key Responsibilities:* Develop...
-
Compensation Strategist
3 weeks ago
Chicago, Illinois, United States Aspen Dental Full timeCompensation StrategistAspen Dental seeks a Compensation Strategist to develop and implement compensation strategies that align with our mission to support over 20,000 healthcare professionals across five consumer-facing brands. The ideal candidate will partner closely with HR Business Partners, Talent Acquisition, hiring managers, and leaders to perform job...
-
Corporate Tax Strategist
2 weeks ago
Chicago, Illinois, United States Cherry Bekaert Advisory, LLC Full timeJob OpportunityWe are seeking a highly skilled Tax Partner to lead our Chicago tax practice, focusing on tax compliance and tax provision outsourcing for middle-market, private equity backed and public companies.This is a highly visible role that requires a results-driven partner with exceptional business development experience and client relationship...
-
Digital Marketing Strategist
3 weeks ago
Chicago, Illinois, United States RAPP Full timeAbout the Role:RAPP is seeking a talented Digital Marketing Strategist to join our team. As a key member of our strategy team, you will be responsible for developing and executing data-driven marketing strategies that drive consumer acquisition and retention across online and offline channels.Key Responsibilities:Partner with client services to diagnose...
-
Ecommerce Sales Strategist
3 weeks ago
Chicago, Illinois, United States Progressive Leasing Full timeJob DescriptionJob Title: Ecommerce Sales StrategistJob Summary: We are seeking a highly skilled Ecommerce Sales Strategist to join our team at Progressive Leasing. As an Ecommerce Sales Strategist, you will be responsible for driving ecommerce revenue growth within assigned major national accounts.Key Responsibilities:Develop and implement annual and...
-
Labor Market Strategist
4 weeks ago
Chicago, Illinois, United States Newmark Full timeJob Title: Labor Market StrategistWe are seeking a Labor Market Strategist to join our team at Newmark. As a key member of our Global Consulting Practice, you will work collaboratively with our service line leaders, subject matter experts, and clients to develop industry-leading solutions that address the strategic, operational, and financial needs of our...
-
Product Marketing Strategist
3 weeks ago
Chicago, Illinois, United States Relativity Full timeJob Title: Product Marketing StrategistJob Overview:The Product Marketing Strategist at Relativity will contribute to product strategy, execute ongoing go-to-market activities, deliver high-quality content, and provide support to customer-facing teams. This role will work with a wide set of stakeholders to drive product success in key areas including...
-
Marketing Brand Strategist
4 weeks ago
Chicago, Illinois, United States Saxon Global Full timeMarketing Brand StrategistAbout the Role:We are seeking a skilled Marketing Brand Strategist to drive brand awareness, social engagement, and lead generation to attract, engage and hire the best candidates for our client, Hyatt. As a key member of our recruitment marketing team, you will promote the value of working for Hyatt through storytelling, and you...
-
Product Marketing Strategist
4 weeks ago
Chicago, Illinois, United States Upfront Healthcare Full timeProduct Marketing StrategistAt Upfront Healthcare, we're seeking a skilled Product Marketing Strategist to drive the development and execution of go-to-market plans for our innovative healthcare technology products. As a key member of our team, you will be responsible for defining and packaging product offerings that resonate with our target markets,...
-
Financial Strategist for Food Program
4 weeks ago
Chicago, Illinois, United States Compass Group, North America Full timeJob SummaryThe Financial Strategist for Food Program will lead the financial strategy, analysis, and oversight for E15's food program team, managing a $130M food program for a Fortune 5 global client.This role will analyze the program's financial performance, prepare detailed business reports, oversee project invoicing, and take full ownership of the...
-
Senior Social Media Strategist
3 weeks ago
Chicago, Illinois, United States The Marketing Arm Full timeRole OverviewWe are seeking a highly skilled Senior Content Strategist to join our team at The Marketing Arm. As a key member of our social media team, you will be responsible for developing and executing social-first strategies that drive brand resonance and engagement.Key ResponsibilitiesLead and contribute to social briefing processes, developing...
-
Senior UX Design Strategist
2 weeks ago
Chicago, Illinois, United States BCforward Full timeBCforward Seeks Experienced UX Design StrategistWe are currently seeking a highly skilled UX Design Strategist to join our team at BCforward.Key Responsibilities:Lead the overall strategic plan for the program in a highly collaborative and fast-paced environmentCollaborate with experience design teammates, project stakeholders, technology partners, and...