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Tax Accountant / Tax Preparation Director

Company: SGL Financial
Location: Buffalo Grove
Posted on: November 20, 2022

Job Description:

*SGL Financial of Buffalo Grove, IL is seeking an experienced Tax Accountant / Tax Preparation Director to join our team!* We are an established Wealth Management, Financial Planning, and Tax Preparation firm serving the Buffalo Grove & Chicago, IL area for over 20+ years. We oversee appx. $350 Million in total assets and serve approximately 700 families in multiple financial services and divisions. As Fiduciaries and holistic planners, we are passionate about helping our clients create solid financial plans that incorporate forward thinking tax strategies and planning. Another key component to our unique value proposition is providing in-house tax preparation services as well, all under one roof. *Benefits for the Tax Accountant / Tax Preparation Director: ** *Health insurance*
* *Dental insurance*
* *Vision insurance*
* *401(k) with strong company match*
* *Generous paid time-off & Paid Holidays*
* Competitive base salary (commensurate with experience)
* Bonus incentive based on team/firm performance *Qualifications for the Tax Accountant / Tax Preparation Director: ** *CPA certification/pursuing CPA designation/enrolled Agent required*
* *At least 3-5 years of experience with preparation of individual tax returns*
* *Bachelor's degree in Accounting or Finance is highly preferred*
* First-hand experience both preparing and delivering returns with clients
* Experience with business, and trust tax returns is desired
* Strong knowledge of tax code, compliance and procedures
* Must possess a strong work ethic, exceptional attention to detail and strong organizational skills
* Ability to prioritize tasks, multitask and meet assigned deadlines *Responsibilities for the Tax Accountant / Tax Preparation Director: ** Primarily manage our CPA's and preparers during tax season, with a focus on individual tax returns
* Assist our advisors with proactive tax planning outside tax preparation season
* You'll interact regularly with clients and advisors related to their tax returns and tax related inquiries
* Oversee tax preparers during tax season to ensure client returns are being completed timely and accurately
* Preparation of individual tax returns primarily, but also some businesses and trust tax returns
* Cross-review other CPA tax returns for error-checking and completeness
* Research complex tax issues or questions
* Meeting with clients regularly related to tax returns or related tax planning questions throughout the year
* Assist with year-end tax planning reviews, such as Roth IRA Conversions, Charitable donations, or other similar year-end tax planning techniques
* Use various planning software tools to aid the advisory team in tax planning conversations regarding social security timing, insurance, estate planning, income planning withdrawal sequencing, roth conversions and charitable gifting for clients
* Providing exemplary client service with clear and timely communication to clients Job Type: Full-time Pay: $90,000.00 - $120,000.00 per year Benefits:
* 401(k)
* 401(k) matching
* Dental insurance
* Health insurance
* Paid time off
* Vision insurance
Schedule:
* Monday to Friday Ability to commute/relocate:
* Buffalo Grove, IL 60089: Reliably commute or planning to relocate before starting work (Required) Experience:
* Tax experience: 3 years (Preferred) License/Certification:
* CPA License (Preferred) Work Location: One location

Keywords: SGL Financial, Buffalo Grove , Tax Accountant / Tax Preparation Director, Accounting, Auditing , Buffalo Grove, Illinois

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