Senior Tax Consultant for High Net Worth Clients

2 days ago


Chicago, Illinois, United States Jobot Full time
About the Job

We are seeking a highly motivated and experienced Senior Tax Consultant to join our team at Jobot. As a key member of our tax department, you will be responsible for preparing and reviewing tax returns for high net worth individuals, trusts, and partnerships.

Responsibilities:
  • Prepare and review tax returns for individuals, trusts, and partnerships, ensuring accuracy and compliance with tax laws and regulations.
  • Provide tax planning and consultation services to high net worth clients, helping them to optimize their tax positions and achieve their financial goals.
  • Maintain accurate and up-to-date financial records using bookkeeping software and systems.
  • Liaise with regulatory bodies on behalf of clients, handling any issues or queries that arise.
  • Stay abreast of the latest developments in tax laws and regulations, and communicate these changes to clients and colleagues.
Requirements:
  • Bachelor's degree in Accounting, Finance, or a related field; a Master's degree or Certified Public Accountant (CPA) designation is preferred.
  • Minimum 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.
What We Offer:
  • A competitive salary range of $75,000 - $115,000 per year.
  • Medical benefits.
  • 401k plan.
  • PTO.
About Us

Jobot is an accounting and reputable estate, tax, and business law firm in Chicago. We pride ourselves on delivering high-quality services to our clients, meeting deadlines and exceeding expectations.



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