Tax Planning Specialist

3 weeks ago


Chicago, Illinois, United States Jobot Full time

Job Summary:

We are seeking a highly motivated and experienced Tax Professional to join our team at Jobot. The successful candidate will be responsible for preparing and reviewing tax returns for individuals, trusts, and partnerships, with a focus on high net worth clients.

The ideal candidate will have a deep understanding of tax laws and regulations, excellent analytical skills, and a keen eye for detail. They will also possess strong bookkeeping skills, with the ability to maintain accurate and up-to-date financial records.

A bachelor's degree in Accounting, Finance, or a related field is required, along with a minimum of 1-10 years of experience in tax preparation, preferably with a focus on high net worth individuals, trusts, and partnerships.

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 regulatory bodies on behalf of clients
  • Stay abreast of the latest developments in tax laws and regulations

Requirements:

  • Bachelor's degree in Accounting, Finance, or a related field
  • Minimum 1-10 years of experience in tax preparation
  • Excellent knowledge of tax laws and regulations
  • Strong bookkeeping skills
  • Excellent analytical and problem-solving skills

Estimated Salary: $60,000 - $90,000 per year, depending on experience.



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