Estate Planning and Tax Professional

24 hours ago


Chicago, Illinois, United States Jobot Full time
About the Role
As a Tax Professional at our law firm, you will have the opportunity to work with high net worth clients and individuals, providing expert tax advice and guidance. You will be responsible for preparing and reviewing tax returns, maintaining accurate financial records, and liaising with regulatory bodies. This is an excellent opportunity for someone who is passionate about tax law and wants to make a real difference in the lives of our clients.

Key Responsibilities
* Prepare and review tax returns for individuals, trusts, and partnerships
* Provide tax planning and consultation services to high net worth clients
* Maintain accurate and up-to-date financial records using bookkeeping software and systems
* Liaise with the Internal Revenue Service and other regulatory bodies on behalf of clients
* Stay abreast of the latest developments in tax laws and regulations, and communicate these changes to clients and colleagues
* Work closely with other members of the tax team to deliver high-quality services to clients, meeting deadlines and exceeding expectations

Requirements
* Bachelor's degree in Accounting, Finance, or a related field
* Minimum of 1-10 years of experience in tax preparation, with a focus on high net worth individuals, trusts, and partnerships
* Proven experience with tax software such as CCH Access
* Excellent knowledge of tax laws and regulations, with a particular focus on those relating to trusts, high net worth individuals, and partnerships
* Strong bookkeeping skills, with the ability to maintain accurate and up-to-date financial records
* Excellent analytical and problem-solving skills, with the ability to interpret complex financial data and provide insightful solutions
* High level of professionalism and integrity, with the ability to handle sensitive financial information with discretion

Estimated Salary
$120,000 - $180,000 per year.

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