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Tax Senior Associate - Wealth Management

Deerfield, IL 60015

Industry: Accounting / Finance Job Number: 2784

Job Description

Tax Analyst - Wealth Management 


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

  • 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


  • 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

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About Deerfield, IL

Ready to take your career to new heights? Explore exciting job opportunities in and around Deerfield, Illinois! Nestled in the charming suburbs of Lake County, this vibrant area offers a perfect blend of urban amenities and small-town charm. With easy access to stunning Lake Michigan, renowned art galleries like the Illinois Holocaust Museum, and nearby entertainment options like Ravinia Festival and the Chicago Botanic Garden, Deerfield promises a rich tapestry of culture and growth. Join a community where career potential meets a high quality of life. Browse our job listings today and discover your next career adventure in Deerfield, Illinois!