Tax Specialist and Financial Planner

Category: 
Banking & Financial Services
Job Location: 
Chicago, IL

A great opportunity for a Tax Specialist and Financial Planner in an independent Registered Investment Advisor.  Our client has a team of wealth and investment professionals well versed in the issues associated with family wealth.  Their goal is to provide the highest quality services in order to preserve and enhance the financial well-being of their clients. The Financial Planning & Tax Specialist provides both financial planning services to clients and is responsible for the preparation and review of income tax returns and other tax matters.

 

Responsibilities include:

Prepare and review moderate to complex individual tax returns, along with trust, partnership and corporate returns

Assist with final tax return product to deliver to clients

Prepare tax estimates for individuals

Provide research and analysis for complex tax transactions & topics, and communicate results

Assist with implementation of tax planning and consulting opportunities

Provide tax expertise to clients and others in the firm

Meet with clients/potential clients, to obtain information necessary to develop and complete a financial plan or other various financial analyses

Gather, organize and synthesize client data and review client financial statements, tax returns, estate planning documents and all other information necessary to develop a financial plan or other various analyses

Prepare and deliver various financial planning analyses (i.e., tax analyses, social security analyses, insurance analyses, stock option analyses, Roth conversion analyses, pension analyses, etc.)

 

Our client provides:

Work environment that is team oriented and a great working environment

Complete dedication to the market and their employees

 

Qualifications:

3-7 years’ experience in the tax department of a CPA firm, or equivalent experience

Active CPA license desirable, but not required.

Master in Taxation or other advanced degree is a plus

CFP required (or currently pursuing)

Financial planning/wealth management acumen, judgment and experience

Proven client-facing experience with high net worth clients that have complex planning needs

Strong tax knowledge, general accounting experience

Experience in reviewing returns

Recruiter Name: 
Byron Vargas
Recruiter Phone: 
(262) 886-8000 ext. 260

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