Tax Planning and Strategy Advisor

Company: Jobot
Location: Hoffman Estates
Posted on: September 19, 2023

Job Description:

Finance & wealth advisory firm is growing their team!This Jobot Job is hosted by: Sydney WeaverAre you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.Salary: $90,000 - $125,000 per yearA bit about us:We are on the lookout for a seasoned Permanent Tax Specialist to join our dynamic finance team! This is a unique opportunity for a tax professional with a strong background in wealth management, tax planning, and strategic advisory. The successful candidate will be responsible for managing and driving the entire tax process for our clients, ensuring compliance with federal, state, and local tax laws, and providing expert advice on tax-related decisions. This role requires an individual who is detail-oriented, analytical, and has a deep understanding of tax laws and regulations.Why join us?Great Benefits, Flexible work hours, Growth Opportunity, Great Culture, PTO, 401K + match, and much more!Job DetailsJoin our team and play a pivotal role in driving our clients' financial success. This is an exceptional opportunity for a tax professional looking to leverage their expertise in a challenging and rewarding role!Responsibilities:1. Prepare, review, and file business tax returns in compliance with federal, state, and local tax laws.2. Provide strategic tax planning services to clients, ensuring optimal financial performance and tax savings.3. Advise clients on tax-related decisions, including Roth conversions, QCDs, and Tax Loss Harvesting.4. Make adjustments and amendments to tax returns as necessary, ensuring accuracy and compliance.5. Handle RMD (Required Minimum Distributions) for clients, ensuring timely and accurate distributions.6. Develop and implement effective tax strategies to optimize clients' wealth management processes.7. Stay updated on current tax practices and changes in tax law to provide accurate advice and guidance to clients.8. Collaborate with other finance team members to ensure a comprehensive approach to clients' financial management.Qualifications:1. Bachelor's degree in Accounting, Finance, or a related field is required. A Master's degree in Taxation or a related field is preferred.2. Must hold a valid CPA, CFP, and/or EA designation.3. Minimum of three years of experience in a tax specialist role, preferably within the finance industry.4. Proven experience in filing and reviewing business tax returns is essential.5. Demonstrated expertise in tax planning and wealth management.6. Strong knowledge of tax laws and regulations, including experience with adjustments and amendments, RMD, and tax strategy.7. Exceptional analytical skills with a strong attention to detail.8. Excellent communication skills, with the ability to explain complex tax concepts in a clear and understandable manner.9. Strong problem-solving skills, with the ability to think strategically and provide effective solutions.10. Proficiency in tax software and Microsoft Office Suite.Interested in hearing more? Easy Apply now by clicking the "Apply" button.

Keywords: Jobot, Hoffman Estates , Tax Planning and Strategy Advisor, Accounting, Auditing , Hoffman Estates, Illinois