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Tax Senior Associate - Wealth Management

Regal Executive Search

Deerfield, IL

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JOB DETAILS
SKILLS
Accounting, Analysis Skills, Communication Skills, Customer Support/Service, Detail Oriented, Establish Priorities, Federal Tax, Forecasting, Hedge Funds, Income Tax, International News, Interpersonal Skills, Investment Funds, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft Word, Multitasking, Organizational Skills, Problem Solving Skills, Public Accounting, Research Skills, Tax Accounting, Tax Planning, Tax Returns, Tax Software, Team Player, Time Management, Wealth Management, Writing Skills
LOCATION
Deerfield, IL
POSTED
30+ days ago
Tax Analyst - Wealth Management 

YOUR IMPACT

Do you have a passion for tax, but want to explore beyond the public accounting environment? We are seeking professionals with an understanding of the markets who have the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business

HOW YOU WILL FULFILL YOUR POTENTIAL
  • Prepare/review personal income tax returns (federal, state and local)
    • Preparation/review of specialized tax returns (e.g., FBAR, gift, trust, etc.)
    • Forecast taxes, incorporating compensation, household income, deductions and legislative changes
    • Assist with withholding adjustments and making quarterly estimated tax payments 
    • Review tax strategies, such as timing of deductions and charitable planning techniques (donor-advised funds)
    • Analyze stock vesting implications, including withholding elections and basis tracking
    • Evaluate non-resident state filing requirements
    • Provide a seamless experience from tax planning to preparation of annual tax filings

QUALIFICATIONS

SKILLS & EXPERIENCE WE’RE LOOKING FOR
  • Bachelor’s degree in accounting required; advanced degree, CPA or EA designation preferred
    • Related experience, public or private tax/accounting
    • Creative problem solving, research skills
    • Able to manage conflicting priorities, deadline-based tasks and simultaneous projects
    • Familiarity with tax software programs
    • Proficiency in Microsoft Office including Word, Outlook, and Excel
    • Clear communicator with strong interpersonal writing/verbal skills
    • Detail-oriented, excellent organizational and analytical skills
    • Self-starter, highly motivated to personal growth and development
    • Ability to work in a team while maintaining a high level of responsibility and accountability to individual projects and tasks
    • Proficient knowledge of investment and hedge fund partnership taxation a plus
    • Understanding of FBAR reporting, PFIC reporting, and other foreign jurisdiction reporting a plus

About the Company

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Regal Executive Search