Tax Associate - Libertyville, IL Libertyville, WI

Have you started gaining experience preparing individual and/or business tax returns and discovered you enjoy the work, but want something different? Maybe you’re after a more reasonable workload, a truly collaborative team environment, or the opportunity to move beyond high-volume compliance into proactive tax planning that adds greater value. If that resonates, please read on.

This role’s primary purpose is to prepare individual
tax returns while spending significant time gaining experience with tax planning and financial planning strategies. We pride ourselves in providing a working environment which is collaborative and team-oriented, and a workload which is reasonable and balanced.

• Tax Preparation Support – Help with tax preparation, including data entry and initial preparation of individual tax returns in CCH Axcess to be reviewed by senior resources.
• No
  Time Tracking – You will NOT be required to track your time.
• Planning
  Software
  Utilization – Learn to use tax planning and financial planning software to analyze tax situations and identify proactive tax strategies, from a collaborative planning team that has many other CPA's who have transitioned.
• Tax Strategy Development – Under the mentorship of an experienced tax and financial planning team, learn and execute tax planning strategies used in wealth management such as Roth conversions, charitable giving strategies, equity compensation strategies, capital gain harvesting, and more.
• Advisor Collaboration – Assist financial advisors who are not tax experts in understanding and delivering effective tax planning advice to wealth management clients.
• Client Interaction – Shadow and work toward potentially meeting with clients directly to answer tax questions and provide tax advice (optional and in the future).
• Ongoing Education – Stay informed on current tax laws and annual changes.
• Payment & Withholding Assistance – Help calculate estimated payments and with holdings.
• Focused Role – No sales, marketing, or business development responsibilities of any kind.

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Tax Associate

Have you started gaining experience preparing individual and/or business tax returns and discovered you enjoy the work, but want something different? Maybe you’re after a more reasonable workload, a truly collaborative team environment, or the opportunity to move beyond high-volume compliance into proactive tax planning that adds greater value. If that resonates, please read on.

This role’s primary purpose is to prepare individual
tax returns while spending significant time gaining experience with tax planning and financial planning strategies. We pride ourselves in providing a working environment which is collaborative and team-oriented, and a workload which is reasonable and balanced.

• Tax Preparation Support – Help with tax preparation, including data entry and initial preparation of individual tax returns in CCH Axcess to be reviewed by senior resources.
• No
  Time Tracking – You will NOT be required to track your time.
• Planning
  Software
  Utilization – Learn to use tax planning and financial planning software to analyze tax situations and identify proactive tax strategies, from a collaborative planning team that has many other CPA's who have transitioned.
• Tax Strategy Development – Under the mentorship of an experienced tax and financial planning team, learn and execute tax planning strategies used in wealth management such as Roth conversions,…