Job Description
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.

Requirements
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)

Benefits
§ Large Firm Opportunities, Small Firm Culture.
§ Receive mentorship and support from partners and opportunities for career advancement.
§ Work on multiple engagements in various industries, including Manufacturing, Distribution, Real Estate, Construction, Tech, Start-Ups and more.
§ Flexible, hybrid work environment with offices in Chicago, Deerfield, and Downers Grove.