Tax Associate/Senior Position - Chicago
by CharlestownND (click here to email the poster) (2014-01-13 15:58:37)

My firm is a boutique wealth management firm in downtown Chicago looking for an experienced Tax Associate or Senior Tax Associate. Qualifications for each position follow. Please contact me if you are interested and provide your resume. Thanks!

Senior Associate


Major Areas of Accountability:

ROLE--supports in the management of client relationships, review of associate work product, and assists in business development process

• Client Service

• Review of tax returns for individuals, trusts, partnerships and closely-held businesses
• Communicates with other team members regarding client activity and deadlines
• Posses knowledge of investment and tax capabilities
• Participates in client meetings as directed by Engagement Leader
• Knowledgeable about current economic environment and impact on taxations issues, etc.

• Functional Area of Expertise

– High level of expertise for individuals and trusts
– Proficient level of expertise for partnerships and closely-held businesses
– Ability to identify tax planning opportunities and all common preparation errors
– Possess an understanding of common estate planning techniques

REQUIRED COMPETENCIES:

• Self-motivated and goal-oriented (Attitude and Initiative, Hard-working)
• Able to multi-task and work in fast-paced, deadline-oriented environment (Hard-working)
• Excellent analytical and detail orientation (Initiative, SME)
• Responsiveness in dealing with both clients and colleagues (Client Focus)
• Assertive commitment to firm culture and personal professional development (Initiative)
• Excellent written, oral and listening communication skills; comfortable presenting information to peers, groups and clients (Communication)
• Ability to work as part of a team (Team Orientation)
• Ability to provide big picture and business prospective on engagements (Client Focus, SME)
• Demonstrates leadership in areas of deadline management, client service, professionalism, and teamwork (Leadership)
• Demonstrates a high level of care and thoroughness in all aspects of position (Attitude and Initiative)
• Demonstrates high standards of personal and business integrity (Trust and Integrity)

Additional qualifications:
• A minimum of 2 years of related experience
• Undergraduate degree required, accounting, business or finance background preferred
• Proficiency in Microsoft office suite; additionally--
– Tax--ProFx tax preparation, BNA tax projection, and either CCH or RIA tax research platform



Associate

Major Areas of Accountability:

• Preparation of tax returns for individuals, trusts, partnerships and closely-held businesses
• Preparation of quarterly estimates and payroll returns
• Perform initial research on tax positions
• Organization and maintenance of client records

REQUIRED COMPETENCIES:
• Self-motivated and goal-oriented (Attitude and Initiative, Hard-working)
• Able to multi-task and handle a broad range of issues (Hard-working)
• Strong analytical and detail orientation (Initiative, SME)
• Responsiveness in dealing with both clients and colleagues (Client Focus)
• Good written, oral and listening communication skills (Communication)
• Ability to work independently as well as part of a team (Attitude and Initiative, Team Orientation)
• Willingness to perform any tasks even those outside of role accountabilities (Attitude and Initiative, Team Orientation)
• Demonstrates care and thoroughness in all aspects of position (Attitude and Initiative)
• Demonstrates high standards of personal and business integrity (Trust and Integrity)
• Ability to dress and conduct oneself with a professional demeanor

Additional qualifications:
• Undergraduate degree required, accounting background preferred
• Proficiency in MS Word, Excel and PowerPoint and other software programs as required