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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

Meet Your Recruiter

Tim Bramley

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