Tax Planning Strategist

3 weeks ago


Chicago, Illinois, United States Jobot Full time
Job Summary

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.



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