Senior Tax and Accounting Associate


To apply to this hybrid role, please send your resume to John Sadofsky at john.sadofsky@roberthalf.c0m

Let’s get you into a job where you’re not under compensated for your hard work. How about one where the company values your time? A high-end firm that was just rated one of the top places to work in Chicago just created a new Business Controller position. Which may seem pretty standard…until you get to the best part: The perks.

1)          The pay rates are above what their top competitors pay their employees

2)          They have higher bonus structures

3)          There’s work from home flexibility and prioritization for employee work/life balance.

4)          The position is a fast-track career growth opportunity (as the company is expanding rapidly thru acquisitions)

5)          And more…

The Senior Tax & Accounting Associate will provide tax compliance and accounting support to the FOS advisors and their clients. This role requires an exceptional level of attention to detail, organizational skills, and confidentiality.

Job Responsibilities

  • Analyze tax data and tax-related documents provided by FOS clients to aid in the preparation of tax returns and other financial analyses
  • Prepare individual, trust, and partnership federal and state income tax returns for ultra-high-net-worth families
  • Prepare tax projections and calculations
  • Review tax notices received from tax authorities and draft correspondence in reply
  • Accounting activities are necessary to assist in the preparation of various income tax returns.
  • Achieve an understanding of complex investment accounts and the nuances of private investment vehicles


Preferred Skills & Experience

  • Bachelor’s degree required; accounting degree, MST, or MAS preferred
  • Minimum five years of experience preparing individual, trust, and partnership income tax returns
  • CPA designation preferred
  • Experience with CCH Axcess/Ultra Tax CS Tax software, QuickBooks, and Quicken
  • Experience with Excel, specifically using pivot tables

To apply to this hybrid role, please send your resume to John Sadofsky at john.sadofsky@roberthalf.c0m

Job type

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