44 Tax Associate Jobs in Chicago, IL
We Are Tax Revolution is Hiring a Tax Associate Near Chicago, IL
NEW IN – Estate and Gift Tax Associate – 📍 100% Remote option available – Tight knit CPA firm with great work life balance – Up to $120k Package 💸
Named a G400 Honoree by AICPA– 1 of 20 in all of Illinois!
Award winning CPA firm dedicated to delivering a better experience for their clients and team. Managed by confident, capable, and humble leaders.
Role: Estate and Gift Tax Associate:
• Deliver tax preparation and reporting services to high-profile clients.
• Prepare estate tax returns (IRS Form 706 and state estate tax returns), along with Final Form 1040 and Form 1041 fiduciary income tax returns, if knowledgeable.
• Review and prepare fiduciary accountings for trusts and estates, and review estate planning documents.
• Collaborate with trust administrators, executors, clients, attorneys, financial advisors, and colleagues on matters related to estate tax returns and federal and state fiduciary income taxes.
💰 Salary & Benefits:
Salary range of $100k – $120k Annual Bonus
• Flexible schedule – choose best hours for YOU
• Hybrid or fully remote if desired
• 401K/Profit sharing program – Competitive Medical and Dental plans
• MST and CPA reimbursement, annual bonus pool, summer Fridays, office closed between Christmas and new Years
Location: Hybrid or Remote.
📋 Requirements:
• 3-5 years’ experience with estate, gift and trust tax returns.
For a confidential and non-obligation call to find more about this opportunity please email me your resume to rebecca.oconnell@data-revolutionhr.com and let me know when you are free for a call to discuss this in more detail if interested.
Job Summary
Full Time
$67k-84k (estimate)
06/12/2024
07/10/2024
The job skills required for Tax Associate include Tax Return, Tax Preparation, Accounting, CPA, etc. Having related job skills and expertise will give you an advantage when applying to be a Tax Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Tax Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Tax Associate positions, which can be used as a reference in future career path planning. As a Tax Associate, it can be promoted into senior positions as a Tax Research Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Tax Associate. You can explore the career advancement for a Tax Associate below and select your interested title to get hiring information.
If you are interested in becoming a Tax Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Tax Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Tax Associate job description and responsibilities
Tax associates review all relevant tax related documents to make sure they align with the tax laws and regulations, and ensure they maintain the most accurate view of a client's financial situation.
03/18/2022: Cedar Rapids, IA
After preparing tax documents, tax associates file returns on behalf of their clients, and then prepare presentations and reports to reflect their work.
02/17/2022: Biloxi, MS
At some firms, tax associates are responsible for recruiting new clients or selling additional services to existing client.
02/14/2022: Fort Lauderdale, FL
Not only do tax associates work with their clients to prepare tax return documents, they help clients organize their personal financial records.
02/14/2022: Richmond, VA
Tax associates also support the analysis of financial transactions and account statements, resolving billing discrepancies, and performing account reconciliations.
02/08/2022: Lubbock, TX
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Tax Associate jobs
Customers do not always understand or agree with tax law, so tax associates must politely educate tax filers without becoming argumentative.
02/09/2022: Richland, WA
A good tax associate has to be willing to learn continuously because tax regulations change yearly.
02/03/2022: Lincoln, NE
Tax associates offer effective plans for their clients to follow throughout the year to keep them on track to meet their financial goals, and protect them from having to pay more than they can afford by the tax deadline.
12/26/2021: Nashville, TN
A well paid tax associate sometimes advises clients on business strategies to minimize tax liability.
12/28/2021: Duluth, MN
Being a tax associates has a great job security because taxes won’t disappear or become any easier.
01/23/2022: Omaha, NE
Step 3: View the best colleges and universities for Tax Associate.
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