Senior Tax Consultant

2 weeks ago


Chicago, Illinois, United States Ascendo Full time

Senior Tax Consultant

Ascendo is seeking skilled tax professionals with a robust background in serving high-net-worth individuals and closely held enterprises to become part of our expanding team. This role provides exceptional work-life balance, unlimited paid time off, and the flexibility to work remotely.

Key Responsibilities:

  • Delivering tax compliance and advisory services to high-net-worth individuals, their closely related businesses, trusts, and exempt organizations.
  • Leading teams comprising senior and junior accountants.
  • Overseeing the planning and scheduling of engagements.
  • Conducting research on intricate tax matters.
  • Ensuring the quality of deliverables.
  • Monitoring workflow and project progress.
  • Coaching and mentoring team members.
  • Providing both formal and informal feedback.
  • Communicating project status to partners.
  • Building and maintaining strong client relationships with both existing and prospective clients.
  • Collaborating closely with clients to provide guidance on income tax matters and related planning.
Qualifications:
  • A minimum of 5 years of relevant experience is preferred.
  • Bachelor's degree in accounting or a related field; a Master's degree is advantageous.
  • Active CPA license.
  • Experience with individual income tax, gift tax, estate tax, and trust taxation; estate planning experience is a plus.
  • Ability to identify and propose solutions to complex income tax challenges.
  • Demonstrated advanced project management capabilities.
  • Proficiency in utilizing firm technology to enhance client service.
  • Excellent research abilities.
  • Strong technical skills and effective communication.
  • Capacity to work independently.
  • Proven experience in leading and supervising teams.
  • Able to learn, teach, and guide in a fast-paced environment while being open to feedback and coaching.
  • Ability to multitask, prioritize responsibilities, and take initiative on projects.
  • High attention to detail.
  • A positive attitude and a collaborative spirit.
  • Strong skills in Microsoft Office applications.
Ascendo is a certified minority-owned staffing firm, and we celebrate diversity.

Ascendo is an Equal Opportunity Employer and does not discriminate based on race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service, or any other characteristic protected by federal, state, or local law.
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