High Net Worth Tax Manager with International Expertise

7 days ago


Chicago, Illinois, United States Jobot Full time
Job Overview

We 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 Position

This role involves developing and implementing strategic tax plans for high-net-worth individuals and families.

  • 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.
  • Collaborate with financial advisors to integrate tax planning with clients' overall financial strategies.
Responsibilities
  • Develop and implement comprehensive tax minimization strategies.
  • Utilize advanced tax planning techniques, including income-shifting, gifting techniques, and the use of pass-through entities.
  • Conduct budgeting, cash-flow analysis, and prepare net-worth statements.
  • Oversee additional business services such as bookkeeping, fixed asset tracking & reconciliation, and succession planning.
Requirements
  • Bachelor's degree in Accounting, Finance, or related field.
  • 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.
Compensation

$85,000 - $110,000 per year



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