Brilliant Financial Search is currently on the lookout for a Tax Associate to join a holding company overseeing a small family office comprising approximately 10 employees. This dynamic role involves managing various business units and entities, predominantly trusts, funds, financial, and investment companies.
Flexible in-office arrangements post-training
As a Tax Associate, your responsibilities will encompass general accounting and tax preparation, focusing on Federal and Illinois state requirements, with an emphasis on partnerships, trusts, and individual entities. Your role will extend to aiding in planning activities and other general accounting functions. Key duties include:
- Preparation of federal and state filings for partnerships, trusts, and high net worth individuals.
- Calculation and preparation of federal estimated tax payments.
- Collaboration within a small team environment, demonstrating strong multitasking abilities.
- A Bachelor's degree in Accounting, Finance, or a related field.
- CPA qualification or progress toward CPA certification is highly advantageous.
- A robust understanding of federal, state, and local tax laws and regulations.
- Exceptional analytical and problem-solving skills.
- Proficiency in tax software and Microsoft Excel.
- Strong attention to detail and organizational proficiency.
If you're looking to contribute to a dynamic team and possess the qualifications outlined above, we encourage you to apply.