Senior Associate | Tax

Ocorian
Chicago, IL
Category Accounting
Job Description
Role Overview

Support the delivery of high-quality tax compliance services to partnership and private client portfolios, including high-net-worth individuals and private equity structures.

What You Will Do

Prepare tax returns, review work, analyse financial and tax information, research tax matters, and collaborate with clients and colleagues.

Why It Might Be a Fit

Strong technical tax knowledge, analytical and problem-solving skills, effective communication and interpersonal skills, and ability to build relationships and collaborate successfully.

Requirements

  • Bachelor's degree in Accounting, Tax, Finance, or a related discipline
  • CPA qualification, or actively pursuing CPA certification, is preferred
  • Relevant experience in tax compliance, preferably within public accounting or professional services
  • Experience preparing complex partnership and high-net-worth individual tax returns, including multi-state compliance requirements
  • Strong technical tax knowledge, including partnership taxation, private equity structures, international tax considerations, and foreign reporting requirements
  • Advanced proficiency in Excel and experience using tax compliance software
  • Strong analytical and problem-solving skills, with the ability to interpret complex financial and tax information and identify risks and opportunities
  • Effective communication and interpersonal skills, with the ability to build relationships and collaborate successfully with clients and colleagues
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