Accountant (40% WFH)

Up to $115,000 to start plus bonus and outstanding company-sponsored benefits

West Suburbs of Chicago - Downers Grove, IL

Position Type:
Full-time | Direct-hire

Job Description:

Accounting / Accountant / CPA
Accountant (40% WFH)

Up to $115,000 to start plus bonus and outstanding company-sponsored benefits
Hybrid Schedule: Once in-office training is complete, 2 WFH and 3 in-office days per week

As Accountant, you will:

- Join an independent Registered Investment Advisor (RIA)
- Provide wealth management services to high-net worth clients
- Coordinate with the Wealth Advisory Team
- Gather and organize client information and tax documents
- Prepare complex federal and state tax returns for individuals, trusts, partnerships and corporations
- Help resolve client's tax-related issues
- Perform general tax planning duties
- Research complex tax concepts and their applicability to client situations
- Seek out cost savings and efficiencies wherever possible
- Calculate and process estimated tax payments
- Draft responses for client IRS and State tax notices
- Assist with tax auditing processes
- Uphold compliance-related deadlines
- Collaborate with internal teams
- Contribute to strategic planning and continuous improvement efforts
- Handle special projects
- Perform other duties as assigned

An ideal candidate profile will include:

- At least 3 years of Tax Preparation experience
- A Bachelor's Degree
- A CPA Designation


+++ Experience with High Net Worth clients
+++ Intuit Lacerte experience

West Suburbs of Chicago - Downers Grove, IL

JobGiraffe's client is a prestige provider of Financial Advisory and Wealth Management services.

Please submit your resume by using the Apply Now feature.

All resumes submitted will be reviewed based on the candidate profile listed above.

Candidates with the most relevant background will be selected first and asked to participate in a screening.

Initial screenings can be done in-person during office hours, before or after hours, or by phone if needed.

JG ID #23-1031 - Downers Grove, IL 60515

Relevant Skills, Experience, Industries:
Finance-Financial Services Accounting Skills Finance-Financial Services, Financial, Banking, Insurance, Real Estate, Investment, Related Services

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