Tax Preparer

LeoForce; 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

LeoForce is seeking a mid-level Tax Preparer to join our legal team. You will prepare and review complex returns, including Form 709 and partnerships, ensuring accuracy and compliance. The role requires strong Excel and ProSystems FX skills and offers a permanent, full-time position in Wheaton, IL.

You will provide tax planning, research changing laws, and collaborate with the legal team on estate and trust returns, while delivering client-focused service with attention to detail.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• Minimum of 5 years of tax preparation experience.
• Familiarity with Form 709, Form 1065, Form 1041, and corporate returns.
• ProSystems FX and advanced Excel skills required.
• Experience with partnership, trust, and estate tax returns.
• CPA or EA status preferred.

Responsibilities

• Prepare and review complex tax returns (Form 709, 1065, 1041, corporate).
• Ensure tax forms and docs comply with federal/state laws.
• Provide tax planning and consulting to clients.
• Research tax laws to stay updated.
• Assist in estate/trust tax and private foundation issues.
• Collaborate with legal team on tax-related requirements.

Skills

Attention to detail

Analytical skills

Client-focused

Interpersonal skills

Time management

Education

Bachelor’s degree in Accounting or Finance

CPA or EA preferred

Tools

ProSystems FX

Excel

CCH ProSystems

Job description

Tax Preparer

Experience: Mid Level

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

Responsibilities

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

Qualifications

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

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

Location: Wheaton, IL, US