Financial Planner Specialist

20 hours ago


Chicago, Illinois, United States Jobot Full time
Job Summary

We are seeking a highly motivated Tax Planning Manager to join our team at Jobot. This is an exceptional opportunity for a seasoned professional to provide strategic tax planning and return preparation services to our diverse clientele.

The ideal candidate will possess 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.

About the Role

This role demands a high level of expertise in tax planning, including income-shifting, gifting techniques, and the use of pass-through entities. The successful candidate will be responsible for developing and implementing strategic tax plans for clients, preparing and reviewing complex federal and multistate tax returns, and providing audit representation and managing relationships with tax authorities.

Key Responsibilities

* Develop and implement strategic tax plans for clients
* Prepare and review complex federal and multistate tax returns
* 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

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
* Proven ability to develop and implement tax minimization strategies
* Proficiency in tax preparation software and Microsoft Office Suite
* Familiarity with audit representation and dealing with tax authorities
* Knowledge of bookkeeping, fixed asset tracking, and succession planning

What We Offer

* Competitive salary: $120,000 - $180,000 per year, depending on experience
* Opportunities for career growth and professional development
* Collaborative and dynamic work environment
* Flexible working arrangements
* Comprehensive benefits package

How to Apply

If you are a motivated and experienced tax professional looking for a new challenge, please submit your application, including your resume and a cover letter, to Jobot.

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