Senior Associate | Tax
HybridChicago, Illinois, United States
Chicago, Illinois, United StatesHybridFull TimeSenior LevelBachelors DegreeLarge
Full TimeSenior LevelBachelors DegreeLarge
Job Summary
Prepare partnership (Form 1065) and individual (Form 1040) tax returns, including multi-state filings and related disclosures for partnership and private client portfolios. Review work for accuracy and compliance, then analyse financial data to identify risks, issues, and planning opportunities. Research federal, state, and local tax matters to assist with responses to tax notices and enquiries while collaborating with clients and colleagues to resolve matters efficiently. Maintain accurate workpapers, manage assigned workstreams within deadlines, and support managers with technical research and advisory work.
Required Qualifications
- Bachelor's degree in Accounting, Tax, Finance, or a related discipline
- 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
- Experience using tax compliance software
- 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
Desired Qualifications
- CPA qualification, or actively pursuing CPA certification
- Relevant experience in tax compliance, preferably within public accounting or professional services
- Experience with QuickBooks
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