Senior Associate | Tax
Chicago, IL - USA
Job Summary
Purpose of the Job
You will support the delivery of high-quality tax compliance services to partnership and private client portfolios including high-net-worth individuals and private equity structures. Youll play a hands-on role in managing tax engagements identifying risks and opportunities and building strong relationships with clients and colleagues.
Main Responsibilities
- Prepare partnership (Form 1065) and individual (Form 1040) tax returns including multi-state filings and related disclosures.
- Review your own work to ensure accuracy completeness and compliance with tax regulations.
- Analyse financial and tax information to identify risks issues and planning opportunities.
- Research federal state and local tax matters and assist with responses to tax notices and enquiries.
- Collaborate with clients and colleagues to gather information and resolve tax matters efficiently.
- Maintain accurate and well-organised workpapers and supporting documentation.
- Manage assigned workstreams and deliver work within agreed deadlines.
- Support process improvements and contribute to best practices across the tax team.
- Participate in client communications and provide support on compliance-related matters.
- Support managers and senior team members with technical research special projects and advisory work while providing guidance and support to junior team members as needed.
#LI-JM1
#LI-Hybrid
Qualifications :
- Bachelors degree in Accounting Tax Finance or a related discipline.
- CPA qualification or actively pursuing CPA certification is preferred.
- Relevant experience in tax compliance preferably within public accounting or professional services.
Knowledge Skills and Experience
- Experience preparing complex partnership and high-net-worth individual tax returns including multi-state compliance requirements.
- Strong technical tax knowledge including partnership taxation private equity structures international tax considerations and foreign reporting requirements with the ability to research complex issues and communicate effectively with tax authorities.
- Advanced proficiency in Excel and experience using tax compliance software; experience with QuickBooks is an advantage.
- Strong analytical and problem-solving skills with the ability to interpret complex financial and tax information and identify risks and opportunities.
- Excellent attention to detail and a commitment to delivering accurate high-quality work and client service.
- Strong organisational skills with the ability to manage multiple priorities and competing deadlines in a fast-paced environment.
- Effective communication and interpersonal skills with the ability to build relationships and collaborate successfully with clients and colleagues.
- Self-motivated and adaptable with the ability to work independently take ownership of responsibilities and contribute positively within a team environment.
- Demonstrates a proactive approach to continuous improvement professional development and sharing knowledge with others.
Additional Information :
All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful. These are:
- We are CLIENT CENTRIC Clients are at the centre of our world and were committed to providing expertise and specialist solutions to meet their most complex challenges.
- We are AMBITIOUS We aim high. We think and act globally seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.
- We are AGILE We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple efficient and effective.
- We are COLLABORATIVE With a curious mindset we ask the right questions to get to the right solution for our clients faster. We collaborate to win together and share our successes.
- We are ETHICAL We behave with integrity at all times and assume positive intent building trust through responsible actions and honest relationships.
Equal Opportunities for Everyone
Please let us know if theres anything we can do to make the process easier for you. You can reach us at .
Were an equal opportunity employer. All applicants will be considered for employment without attention to age ethnicity religion sex sexual orientation gender identity family or parental status national origin or veteran neurodiversity or disability status.
Remote Work :
No
Employment Type :
Full-time
About Company
Fund services | Corporate | Capital markets | Private client | Regulatory & ComplianceWe help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high ... View more