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Senior Tax Consultant

2 months ago

Chicago, Illinois, United States Jobot Full time
Tax Senior Position at a Wealth Management Firm

Overview:

A prominent wealth management firm is seeking a Tax Senior to enhance our tax services team. This role involves providing comprehensive tax planning and advisory services to our esteemed clientele.

About Us:

We are a distinguished Registered Investment Advisor (RIA) located in Chicago, IL, specializing in personalized investment advisory, tax strategy, return preparation, estate planning, and financial consulting. Our mission is to meticulously integrate various aspects of our clients' financial lives, allowing them to concentrate on their professional and personal aspirations.

Benefits:

We offer a competitive salary and a comprehensive benefits package, including:
  • Medical, Dental, and Vision Insurance
  • Generous Paid Time Off (PTO), vacation, and holidays
  • Life Insurance
  • 401(k) plan with a substantial company match

Key Responsibilities:
  • Conduct thorough reviews of individual and closely held business tax returns, including corporations, partnerships, and S corporations.
  • Perform tax research on federal and state income tax matters.
  • Engage in resolving technical tax issues with the IRS and state tax authorities.
  • Participate in tax consulting initiatives that add value to our clients.
  • Address client inquiries on a daily basis.
  • Assist in overseeing the workflow of junior associates.
  • Provide guidance to tax associates regarding their queries.

Qualifications:
  • Demonstrated analytical and organizational capabilities.
  • CPA certification or eligibility to sit for the CPA exam is required.
  • A minimum of 3 years of progressive experience in public accounting.
  • Experience with C-Corporations, partnerships, S-Corporations, individuals, and/or multi-state taxation.
  • Ability to cultivate strong client relationships.
  • Excellent writing, communication, and tax research skills.