International Tax Planning Specialist

21 hours ago


Chicago, Illinois, United States Jobot Full time
About Us

Our company is a leading provider of wealth management and financial advisory services to high net worth individuals and families. We are committed to delivering exceptional client service and expert guidance to help our clients achieve their financial goals.

We are seeking an experienced Tax Manager to join our team. The successful candidate will have a strong background in tax planning and preparation, with expertise in multistate tax returns and complex tax scenarios.

The ideal candidate will be able to develop and implement strategic tax plans, utilize advanced tax strategies, and collaborate with financial advisors to integrate tax planning with clients' overall financial strategies.

  • Develop and implement strategic tax planning for clients.
  • Prepare and review complex federal and multistate tax returns for individuals, corporations, partnerships, and trusts.
  • 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.
  • Conduct budgeting, cash-flow analysis, and prepare net-worth statements.
  • Oversee additional business services such as bookkeeping, fixed asset tracking & reconciliation, and succession planning.
  • Act as a trusted advisor to clients, providing comprehensive and coherent 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.
  • Experience in financial advisory or investment management firms.
Estimated Salary: $120,000 - $150,000 per year

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