Job Highlights:

Skills - Must Have:

CPA designation | High net worth clients' tax experience in a mid-market public accounting firm

About this Job:

How You Will Contribute: 

• 100% review of tax returns for Individuals (1040), Trusts (1041 and 5227), Partnerships (1065), Gift (709), Charitable Organizations (990-PF) and S and C-corps (1120). 

• Provide consulting, planning, and tax-saving strategies to clients. 

• Develop and maintain client relationships by providing high quality service that exceeds client’s expectations. 

• Recognize and develop ways to minimize tax obligations by offering clients’ additional services. 

• Assist with managing, training, and developing staff. 

About YOU! 

• Bachelor’s degree in accounting, MST preferred. 

• CPA License required.  

• 5+ progressive years of experience with a focus on HNW individuals or family office average asset range $50mil – $300 mil.  Experience from a public accounting firm. (i.e. Big 4, Forvis and Andersen Tax)

Job Location:

City:

Deerfield

Province/State:

Illinois

Country:

United States

Location Type:

head-office

Other Location:

Open to Chicago and Downers Grove