Tax Associate (Hybrid)

We pride ourselves on being a fourth-generation financial services firm with long-term clients and long-term employees armed with the latest research and cutting edge resources. Our mission is to provide comprehensive management advisory and strategic guidance for closely-held businesses.

While the firm is based in Illinois, our clients have operations in a variety of states as well as internationally. Our client base is broadly diversified and includes companies in the following industries and disciplines: Construction, Retail, Healthcare, Service, Real Estate and Non-Profit.

• 100% paid benefits
• Unlimited Vacation
• 40-44 hour work weeks MAX
• Remote/flex work options
• 401k with company match
• office closure between Christmas and new years

Job Details:

We are seeking a dynamic and experienced Permanent Tax Associate to join our growing finance team. This is an exciting opportunity for a professional who is looking to apply their knowledge and experience in a fast-paced, challenging, and rewarding environment. The successful candidate will be responsible for preparing tax returns, conducting financial analysis, ensuring tax compliance, and providing accounting support. This is a fantastic opportunity for a dedicated individual who wants to make a significant impact while gaining invaluable experience in the finance industry.

Responsibilities:

1. Prepare and review tax returns for individuals, partnerships, corporations, and trusts ensuring compliance with federal, state, and local tax laws.
2. Utilize tax preparation software to accurately and efficiently prepare tax returns.
3. Conduct detailed financial analysis to identify potential tax liabilities and opportunities for tax savings.
4. Maintain up-to-date knowledge of tax laws and regulations and ensure the company is in compliance.
5. Provide accounting support, including maintaining financial records, preparing financial statements, and reconciling accounts.
6. Assist with tax planning strategies to minimize tax liabilities and maximize profits.
7. Communicate with clients to gather necessary information, answer queries, and provide expert tax advice.
8. Collaborate with the finance team to streamline tax processes and procedures.

Qualifications:

1. Bachelor's degree in Accounting, Finance, or a related field.
2. Certified Public Accountant (CPA) certification is preferred or CPA eligible candidate
3. Minimum of 1-3 years of experience in tax preparation, accounting, and financial analysis.
4. Proficiency in MS Suite and Quickbooks is required.
5. Experience with tax preparation software is necessary.
6. Strong knowledge of tax accounting, tax compliance, and tax returns.
7. Excellent analytical and problem-solving skills.
8. Strong interpersonal and communication skills.
9. Ability to work in a fast-paced environment and meet tight deadlines.
10. High level of accuracy and attention to detail.
11. Demonstrated ability to maintain confidentiality and handle sensitive information with discretion.

This is an amazing opportunity for a driven and committed individual to join our team. If you have the necessary skills and experience, we would love to hear from you.