Tax Senior Associate - Wealth Management

Regal Executive Search
  • Deerfield, IL
  • Instant Apply
2 days ago

Job Description

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

Numbers & Facts

LocationDeerfield, IL

Skills

  • Accountingunmatched
  • Analysis Skillsunmatched
  • Communication Skillsunmatched
  • Customer Support/Serviceunmatched
  • Detail Orientedunmatched
  • Establish Prioritiesunmatched
  • Federal Taxunmatched
  • Forecastingunmatched
  • Hedge Fundsunmatched
  • Income Taxunmatched
  • International Newsunmatched
  • Interpersonal Skillsunmatched
  • Investment Fundsunmatched
  • Microsoft Excelunmatched
  • Microsoft Officeunmatched
  • Microsoft Outlookunmatched
  • Microsoft Wordunmatched
  • Multitaskingunmatched
  • Organizational Skillsunmatched
  • Problem Solving Skillsunmatched
  • Public Accountingunmatched
  • Research Skillsunmatched
  • Tax Accountingunmatched
  • Tax Planningunmatched
  • Tax Returnsunmatched
  • Tax Softwareunmatched
  • Team Playerunmatched
  • Time Managementunmatched
  • Wealth Managementunmatched
  • Writing Skillsunmatched

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