Senior Tax Consultant for High Net Worth Clients
2 days ago
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.
- 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.
- A competitive salary range of $75,000 - $115,000 per year.
- Medical benefits.
- 401k plan.
- PTO.
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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