Job Description
Job Description
Bonus + Amazing Benefits + Upward Mobility
This Jobot Job is hosted by : Ryan Kilroy
Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.
Salary : $115,000 - $150,000 per year
A bit about us :
We are a fee-only wealth management firm based in Chicago, IL. As a Registered Investment Advisor (RIA), we provide full-service investment advisory, tax planning, return preparation, estate, and financial planning services tailored to meet the individual needs of each of our valued clients.
Our clients include successful business owners, corporate executives, and individuals and families with accumulated wealth who trust us to act as their personal CFO, integrating and managing their complex financial lives.
Position Summary :
We are seeking an experienced and highly motivated Tax Manager to join our team. The ideal candidate will play a crucial role in our firm, providing strategic tax planning and return preparation services to our diverse clientele, including individuals, closely held businesses, S-corporations, limited liability companies, and partnerships and trusts.
This role demands a deep understanding of current tax laws and the ability to apply advanced tax strategies to minimize our clients' tax liabilities and preserve their assets for future generations.
Why join us?
Key Responsibilities :
- 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.
- Ensure accurate, efficient, and timely service delivery.
- Act as a trusted advisor to clients, providing comprehensive and coherent financial strategies.
Job Details
Qualifications :
- Bachelor’s degree in Accounting, Finance, or related field; CPA required.
- 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.
- Excellent analytical, organizational, and problem-solving skills.
- Strong interpersonal and communication skills, with the ability to build lasting client relationships.
- Proficiency in tax preparation software and Microsoft Office Suite.
- Detail-oriented with a high level of accuracy and efficiency.
Preferred Qualifications :
- Experience in deferred compensation techniques.
- 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.
Why Join Us?
- Opportunity to work with a dynamic and experienced team of professionals.
- Engage in challenging and rewarding work that directly impacts our clients' financial well-being.
- Competitive salary and comprehensive benefits package.
- Collaborative and supportive work environment that values professional growth and development.Preferred
Qualifications :
- Experience in deferred compensation techniques.
- 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.
Why Join Us?
- Opportunity to work with a dynamic and experienced team of professionals.
- Engage in challenging and rewarding work that directly impacts our clients' financial well-being.
- Competitive salary and comprehensive benefits package.
- Collaborative and supportive work environment that values professional growth and development.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
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