What You'll DoAs a member of our team, you will provide tax services to our clients and manage our senior associate and associate level tax team members. Duties will include, but are not limited to:
- The preparation and review of corporate, partnership, and individual tax returns with a strong focus on individual tax for founders and high net worth individuals
- Managing, developing, and mentoring members of the tax team
- Identifying and developing solutions for complex tax issues
- Answering client inquiries and working with management to triage and problem solve tax issues or questions
- Developing process improvements in company tax procedures
- Producing quarterly/yearly tax projections
- Engaging in strategic tax planning
- Ad hoc tax projects
In addition, the company is willing to offer a partnership track for the right candidate. An existing book of business is earmarked for transition to a candidate who strives to own his or her own book of clients. The right candidate will also have an incentive structure that can be allocated to partner buy-in for new business generated and managed as well as referral business from existing partners. More details on the mechanics of the partner admission track can be shared upon request.
Who You AreThe ideal candidate exhibits the following skills and/or characteristics:
- Bachelor's degree in accounting, finance, or similar field
- Certified Public Accountant (CPA) license or Enrolled Agent (EA) is required
- Familiarity with ProConnect, CCH ProSystem fx is a plus
- Proven experience as a tax manager, public accountant, or similar role
- Experience with or interest in crypto taxation is a bonus
- Keen attention to detail and organizational skills
- Strong written and verbal communication skills
- Natural curiosity and a strong desire to learn new skills
- Ability to work independently and manage multiple tasks efficiently
- Comfort working in a fast-paced environment
- Gathers and analyzes information skillfully
- Professionalism and commitment to exceptional communication and client service
- Experience with Quickbooks Online, Sage Intacct, Xero, Bill.com, Expensify, Gusto, HubDoc, and other accounting applications is a plus
PerksA perk we like to highlight is work life balance. We recognize this is an industry with a reputation for spending long hours at the office, and we try to do things a little differently. Firstly, we encourage our team to work from where they work best, whether that be at home or in our Chicago office. While we may request in office meetings from time to time, we encourage our team to control where and how they work. Additionally, we strive to provide each team member with a reasonable workload. Based on internal surveys, during the off-season, employees typically work an average 40 hours per week. We recognize that balance shifts during busy seasons, and while dedication is crucial, we strive to maintain a healthy equilibrium. Even during peak periods, employees typically average 50-55 hours per week. We believe that a harmonious work-life balance not only enhances individual satisfaction but also contributes to a thriving and motivated workforce.
Other perks include:
- Casual dress
- Competitive compensation and benefits package, including profit sharing bonuses
- Autonomy of work and ability to grow quickly within the company
- A company culture that places emphasis on individual career goals
- Opportunity to work on a variety of innovative clients in emerging industries
CompensationThis position is for immediate hire, paid commensurate with the candidate's experience. The position also includes benefit offerings such as medical, dental, vision, short- and long-term disability, and commuter benefits.
