Senior Tax Associate - Financial Planning & Information Services

Overview

Your Future Team

Financial Planning & Information Services, a fee-only advisory practice, works with a team-oriented approach to help clients achieve their financial goals. Our core services include investment management, retirement, financial planning and tax services. Incorporating tax services is an important value driver for our clients; through tax preparation and tax planning we help build trust as clients grow wealth, preserve it and enjoy.

Our tax team collaborates with the advisory team to implement client plans that involve tax bracket management, tax allocation including Roth conversions, harvesting capital gains and losses, Medicare income levels and other health-insurance related income planning. We are building our tax services team. Financial Planning & Information Services is a fiduciary, and all team members put the clients’ interests ahead of their own.

Client communication is critical in this role, along with team collaboration and deep knowledge of the tax code.

• Prepare all levels of tax returns – simple to complex
• Respond to tax notices
• Work with our advisory team on tax analysis and tax planning implementation
• Work directly with clients
• Find and implement opportunities for process improvement as necessary
• Keep up on current tax law and changes and communicate with investment advisory team
• Mentor and work with our tax team

• 8+ years of experience in tax preparation; CPA or Enrolled Agent preferred
• Bachelor’s degree in accounting, Taxation, or Finance
• Handled client inquiries and concerns with efficiency and professionalism, contributing to repeat business and positive feedback
• Follows ethical standards in decision-making and completes work with diligence and reliability
• Strong background in preparing 1040 returns; small business and trust returns
• Proactively tackles tasks and finds effective solutions without requiring close supervision
• Must interact effectively with office staff and works well in team settings and consistently contributes to shared goals
• Consistently prioritized tasks and met deadlines through effective planning and organization

• Competitive salary
• Flexible schedule
• Occasional work from home options
• Paid holidays (15-20 days depending on the calendar)
• PTO (4 weeks with an additional week after 5 years)
• Basic short and long-term disability
• Basic group term life insurance
• Access to company health insurance plan and other benefits
• 401k participation with company match

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, and 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision.

Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).

AN EQUAL OPPORTUNITY

EMPLOYER:

Financial Planning and Information Services, Inc. is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

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