Tax Associate

Company: CMC Consultants
Location: Chicago
Posted on: February 25, 2021

Job Description:

Company--Overview Our client, a single family office located in downtown--Chicago, is looking to hire an Tax Associate.--This position will work with client service professionals who will build long-lasting relationships by being a tax resource.--The office is--service oriented, highly professional and takes pride in being an innovator within the family office industry. The PositionKey responsibilities of the position may include but are not limited to the following:* Respond to client inquiries and requests promptly and in a professional manner * Participate in all financial planning activities * Develop financial planning analyses, what if scenarios, and cash flow plans * Facilitate the movement of funds for clients* Track and facilitate personal and charitable gifts of stock and cash * Analyze trust documents and entity agreements and prepare written summaries * Coordinate the tax planning and compliance process including gathering tax documents and communicating with tax preparers * Participate in client meetings both in the office and out of town* Prepare comprehensive materials The PersonThe ideal candidate will have at least three years of relevant experience in tax, and direct client service. The individual must learn quickly and be flexible. All employees are expected to demonstrate unquestioned integrity and discretion at all times. Skills* Strong analytical skills and problem solving ability * High level or organization and attention to detail * Excellent verbal, written and interpersonal communication skills * Strong aptitude for technology, especially with Microsoft Office products * Ability to adapt in a high pace environment Educational Requirements A bachelor's degree is required, preferably in accounting or a business discipline unless previous work experience compensates for a general degree. CPA is preferred.Compensation and Benefits Our client is prepared to offer the successful candidate a competitive compensation package based on qualifications and experience. The company offers employees excellent and comprehensive benefit package including medical, dental, disability and life insurance, flexible spending plans, 401 (k) and parental leave. Please send--resume to--Jill@cmcconsult.com

Keywords: CMC Consultants, Chicago , Tax Associate, Accounting, Auditing , Chicago, Illinois