Senior Tax Associate - Family Office

at Robert Half in Chicago, Illinois, United States

Job Description

Description

To apply to this hybrid role, please send your resume to John Sadofsky at john.sadofsky@roberthalf.c0m

You know what’s awesome? Chicago Summer. You know what else is awesome? A high-paying job that respects your work-life balance so you can enjoy your Summer. This role has perks that are unmatched by its competitors. Plus, this position doubles as a fast-track career advancement opportunity as they prefer to promote from within.

Responsibilities and Duties:

- Administer tax compliance for family members, trusts, investment partnerships, private foundations, and individual returns. All non-corporate entity returns are prepared in-house.

- Prepare tax workpapers, tax filing organizational spreadsheets, tax estimates, and tax extensions as well as correspondence with various taxing authorities.

- Proactively provide tax planning and strategies to strengthen family members wealth accumulation. The expectation is to constantly be apprised on new tax laws.

- Provide tax research for specified transactions which require additional insight to reasonably take certain tax positions.

- Effectively communicate tax research or investment strategies to the Director of Tax, Managing Director, and/or family members.

Qualifications:

- Education: Bachelor of Science in Accounting

- Experience: 1-3 years of tax experience with an emphasis on partnerships and/or trusts

- Licenses: None required. However, desire to achieve a CPA is required

- Proficient in Excel

- Desired personality traits include strong work ethic, attention to detail, self¹starter, and cognitive flexibility.

· Ability to work in a small office environment (< 15 people) and effectively communicate internally and externally.

To apply to this hybrid role, please send your resume to John Sadofsky at john.sadofsky@roberthalf.c0m

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity – whenever you choose – even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .