Tax Preparer

Jobot; Wheaton (IL); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

401K

Job summary

Jobot in Wheaton, IL is seeking a highly skilled Tax Preparer to join our legal team on a permanent basis. The role includes preparing and reviewing returns for corporations, trusts, partnerships, and estates, with emphasis on Form 709, Form 1065, Form 1041, and corporate taxes.

ProSystems FX and advanced Excel skills are essential. The successful candidate will provide tax planning, stay updated on tax law changes, and collaborate with the legal team to ensure compliance and accuracy of all

Qualifications

• 5+ years of tax preparation experience, preferably in a legal setting.
• Proficiency in Form 709 Gift Tax Returns, Form 1065 Partnership Tax Returns, Form 1041 Trust Returns, and Corporate Tax Returns.
• ProSystems FX proficiency and advanced Excel skills required.
• CPA or Enrolled Agent status preferred.
• Experience with partnership, trust, and estate tax return preparation.

Responsibilities

• Prepare and review complex tax returns including Form 709, 1065, 1041, and corporate returns.
• Ensure tax forms and documentation comply with federal and state laws.
• Provide tax planning and consulting to minimize liabilities.
• Research tax laws and stay updated on changes.
• Utilize ProSystems FX and Excel for data analysis.
• Gather information from clients and address tax-related queries.
• Assist in estate tax returns and trusts/private foundations as needed.
• Collaborate with legal team to meet tax-related requirements.

Skills

Analytical skills

Client communication

Attention to detail

Education

Bachelor’s degree in Accounting, Finance, or related field

Tools

ProSystems FX

Excel

CCH ProSystems

Job description

Job details

Salary: $50,000 - $60,000 per year

This Jobot Job is hosted by: Tony Fasano

A bit about us:

We are seeking a highly skilled and experienced Tax Preparer to join our dynamic legal team. This is a permanent position offering a unique opportunity to work with a diverse portfolio of clients, including corporations, partnerships, trusts, and private foundations. The successful candidate will be responsible for preparing and reviewing a variety of tax returns, including Form 709 Gift Tax Returns, Form 1065 Partnership Tax Returns, Form 1041 Trust Returns, and Corporate Tax Returns. Proficiency in ProSystems FX and advanced Excel skills are essential for this role.

Why join us?

• Health Insurance
• Dental Insurance
• Vision Insurance
• 401K

Job Details

Responsibilities

1. 1. Prepare and review complex tax returns, including Form 709, Form 1065, Form 1041, and Corporate Tax Returns.
2. 2. Ensure all tax forms and supporting documentation are completed accurately and in compliance with federal and state tax laws.
3. 3. Provide tax planning and consulting services to clients, advising on strategies to minimize tax liabilities.
4. 4. Conduct research on tax laws and regulations to stay updated on any changes that may affect clients.
5. 5. Utilize ProSystems FX and advanced Excel skills to maintain and analyze financial data.
6. 6. Work closely with clients to gather necessary information and address any tax-related queries or concerns.
7. 7. Assist in the preparation of estate tax returns and manage tax issues related to trusts and private foundations.
8. 8. Collaborate with the legal team to ensure all tax-related legal requirements are met.

Qualifications

1. Bachelor’s degree in Accounting, Finance, or a related field.
2. Minimum of 5 years of experience in tax preparation, preferably within the legal industry.
3. Extensive knowledge of tax laws and regulations, with a specialization in Form 709, Form 1065, Form 1041, and Corporate Tax Returns.
4. Proficiency in ProSystems FX and advanced Excel skills.
5. Experience with partnership tax, trust tax, and estate tax return preparation.
6. Familiarity with private foundation tax issues and tax review processes.
7. Excellent analytical and problem-solving skills, with the ability to handle complex tax situations.
8. Strong communication and interpersonal skills, with a client-focused approach.
9. Detail-oriented and highly organized, with the ability to manage multiple tasks and meet deadlines.
10. Certified Public Accountant (CPA) or Enrolled Agent (EA) status is preferred.
11. Experience with CCH ProSystems is a plus.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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