Senior Tax and Accounting Associate

apartmentRobert Half placeChicago calendar_month 

To apply to this hybrid role, please send your resume to John Sadofsky at john.sadofsky@roberthalf.c0m

The warmer Chicago months are here! Treat yourself this Summer season to a new job opportunity at a Fortune 500 company that was voted one of the best places to work in 2024.

The Senior Tax & Accounting Associate will provide tax compliance and accounting support to the FOS advisors and their clients. This role requires an exceptional level of attention to detail, organizational skills, and confidentiality.

Job Responsibilities
  • Analyze tax data and tax-related documents provided by FOS clients to aid in the preparation of tax returns and other financial analyses
  • Prepare individual, trust, and partnership federal and state income tax returns for ultra-high-net-worth families
  • Prepare tax projections and calculations
  • Review tax notices received from tax authorities and draft correspondence in reply
  • Accounting activities are necessary to assist in the preparation of various income tax returns.
  • Achieve an understanding of complex investment accounts and the nuances of private investment vehicles
Preferred Skills & Experience
  • Bachelor’s degree required; accounting degree, MST, or MAS preferred
  • Minimum five years of experience preparing individual, trust, and partnership income tax returns
  • CPA designation preferred
  • Experience with CCH Axcess/Ultra Tax CS Tax software, QuickBooks, and Quicken
  • Experience with Excel, specifically using pivot tables

To apply to this hybrid role, please send your resume to John Sadofsky at john.sadofsky@roberthalf.c0m

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