Estate Planning and Tax Expert

3 weeks ago


Chicago, Illinois, United States Jobot Full time
About the Role:
We are seeking an Estate Planning and Tax Expert to join our team at Jobot. As an Estate Planning and Tax Expert you will work closely with high net worth clients and individuals providing expert tax planning and consulting services. This role requires a deep understanding of tax laws and regulations as well as excellent analytical and problem-solving skills.

Responsibilities:
  • Prepare and review tax returns for individuals trusts and partnerships ensuring accuracy and compliance with tax laws and regulations.
  • Provide tax planning and consulting 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 the Internal Revenue Service and other regulatory bodies on behalf of clients handling any issues or queries that arise.

Requirements:
  • Bachelor's degree in Accounting Finance or a related field.
  • Minimum of 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.
  • Excellent analytical and problem-solving skills with the ability to interpret complex financial data and provide insightful solutions.

What We Offer:
  • Estimated Salary: $70,000 - $100,000 per year.
  • Medical Benefits.

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