What are the responsibilities and job description for the Senior Tax Partner position at E78?
- The FACT Division within E78 offers four different services to our clients:
- Outsourced CFO
- Outsourced Compliance
- Fund Administration
- Tax and Advisory Services
Position Summary
We are looking for a Senior Tax Partner to work within our tax advisory practice. You will be responsible for leading and preparing taxes for tax high-net-worth individuals, family office, and private trust clients, including tax due diligence, and gift tax.
Key Responsibilities
- Review and preparation of federal and state income tax returns for individuals, trusts, corporations, partnerships and exempt organizations
- Maintain client relationships and demonstrate knowledge of clients' business
- Prepare tax and financial documents for multiple clients, budgets and production goals
- Identify and assist with implementation of tax planning and consulting opportunities
- Work with Tax Managers for correspondence to IRS and other tax authorities
- Bachelor's degree in accounting, finance, or related field; Master's degree or CPA preferred
- 12 years of progressive tax preparation experience within a public accounting firm and a proven track record of client delivery achievement, and team management.
- Extensive experience in tax preparation for high-net-worth individuals, family office, and private trust clients, including tax due diligence, gift tax, and tax compliance.
- Strong technical skills and ability to research and resolve complex tax issues, both domestic and international (specifically the Cayman Islands)
- Excellent communication, presentation, and interpersonal skills, with the ability to work effectively with clients and colleagues from different cultures and backgrounds
- Strong business acumen and strategic thinking skills, with the ability to identify and capitalize on opportunities in the global market
- Proven leadership and management skills, with the ability to inspire and motivate a diverse and talented team
- Ability to work effectively in a fast-paced and dynamic environment
- Ability to work on a hybrid basis in our downtown Chicago, IL office 3 days a week
- The salary range in Illinois is $350,000 - $450,000, which includes a base salary and bonus, and will be based on experience.
- Willingness to travel as needed (less than 5-10%)
- Strong analytical, quantitative, and problem-solving skills and the ability to handle complex and large data sets.
- Proficient in financial modeling, valuation, and accounting principles and methodologies.
- Excellent communication, presentation, and interpersonal skills and the ability to work effectively with clients and team members at all levels.
- Proficient in Microsoft Office, especially Excel, PowerPoint, and Word. Experience with financial software, such as Power BI and Adaptive is a plus.
- Self-motivated, proactive, and detail-oriented and the ability to work independently and under pressure.
- Entrepreneurial focus
- Problem solving & decision making
- Industry knowledge
- Relationship building
- Influence
- Team management
- Positive impact
E78 is a leading provider of finance, accounting and technology solutions for middle-market businesses and financial sponsors. Our team delivers platinum-level advisory, talent, and managed services that address the critical finance, technology, and transformation challenges faced by corporate leaders and private equity sponsors across the middle market through the Fortune 500.
For the sixth consecutive year, E78 has made the Inc. 5000 list, at No. 734 in 2024, which includes a three-year revenue growth of 655%
We are a community of results-driven gamechangers, and our passion drives us to achieve success through meaningful work and inspires us to make a lasting impact.
E78 is headquartered in Oak Brook, IL with offices around the country. Come join our growing team!
A few reasons why 450 professionals are thriving at E78:
- Career advancement opportunities
- Flexible Paid Time Off (PTO) - Which includes traditional vacation time and sick leave
- Industry leading maternity benefits, which also includes Parental Leave
- Bonus eligibility
- For every dollar contributed E78 will match up to 4%
- Highly competitive salaries
- 10 Company Paid Holidays
- Opportunity for professional growth
- Blue chip client logos to partner with
- A culture of support and inclusion that fosters collaboration and diversity
- World-class leadership committed to your development
- Extensive career experience - E78 employees work alongside mid-late career professionals with vast skillsets and expertise in their respective fields.
- Consistent team - Working with a single point of contact ensures a dependable team that is familiar with your business needs.
- Partnership alignment with goals - E78 prioritizes understanding and aligning with your goals to ensure success.
- Access to expert resources - E78 provides access to a robust partner ecosystem within the NetSuite ecosystem for consulting and support during implementations and beyond.
Salary : $350,000 - $450,000
