Who You Are:
You are a licensed CPA with deep knowledge of tax strategies and at least 5 years of experience with clients who have complicated investment portfolios. This includes investment partnerships, real estate investment partnerships, individuals who receive complex 1099s, and complex hedge fund K-1s. You also have a deep interest in assisting clients with family wealth structuring and experience with trust tax filings. You are a technical expert who enjoys helping clients and sharing knowledge with your co-workers when you encounter a unique situation that requires you to research and develop a solution. You are looking to advance to a principal and help grow your firm.
Responsibilities:
- Lead and manage tax compliance engagements in accordance with firm and professional standards.
- Apply technical expertise to detail review complex tax returns, projections, workpapers, tax research and other requested deliverables.
- Provide comprehensive tax planning and advisory services to high-net-worth individuals, families and their related entities.
- Communicate proactively with clients and engagement partners regarding project status, client service opportunities and other significant matters in a timely manner.
- Build and maintain strong relationships with clients, understand their needs and provide exceptional client service.
- Plan and schedule tax engagements with clients and firm resources.
- Manage assignment budgets, anticipate and communicate budget issues, identify opportunities to improve assignment profitability, prepare billings, and assist in cash collections.
- Share and transfer knowledge with team members.
- Provide Associates and Seniors with guidance, coaching, and support in career development and area of specialty.
- Apply new approaches to proposal development and effectively manage resources contributing to proposal initiatives.
- Keep informed of recruitment needs and use external peer network and relationships to refer potential candidates.
- Write and publish articles with the research and assistance of Associates and Senior Associates.
Required Skills:
- Proficiency in CCH Axcess Tax and Engagement preferred.
- Advanced proficiency in Microsoft Excel, including the ability to develop and maintain complex workpapers, summaries, and analytical reports used in tax return preparation.
- Strong technical expertise in reviewing complex Form 1099s.
- Strong technical expertise in reviewing complex hedge fund and private equity Schedule K-1s.
- Strong understanding of accounting principles with the ability to prepare and review adjusting journal entries and analyze how these adjustments impact clients’ tax positions and financial statements.
- Commitment to delivering exceptional client service.
- In-depth knowledge of tax accounting, tax law, tax planning, tax advisory and tax compliance.
- Strong analytical skills with the ability to interpret complex tax legislation and provide practical advice to clients.
- Ability to present ideas with confidence and act as a subject matter expert, communicating concepts to clients and staff clearly and concisely.
- Excellent management, team building and organizational skills
- Successful management of multiple responsibilities in the face of competing priorities.
- Strong sense of ownership and personal accountability.
- Produce high-quality work under deadlines.
- Particular attention to detail.
Qualifications:
- CPA required.
- Bachelor’s degree in accounting.
- Minimum of 5 years of experience in a tax role with a focus on high-net-worth individuals, preferably in a public accounting firm.
- Strong organizational and management skills.
- Excellent written, oral communication and documentation skills.
- Ability to articulate complex tax matters to others.
- Ability to work effectively in a demanding, fast-paced and complex environment.
DHJJ Perks:
- Hybrid work environment
- CPA exam incentives
- Dress for your day
- Flexible schedules
- Referral bonuses for new hires and new clients
Benefits:
- Group health insurance offered through BCBS (Health & Dental), VSP (Vision), HealthEquity (HSA, FSA, Dependent Care FSA
- Employer-paid Long- and Short-Term Disability
- Paid parental leave
- Group life insurance through AICPA
- 12 1/2 paid holidays per year
- PTO policy starting at 15 days per year
- 401(k) Profit-Sharing Plan with discretionary 3% employer contribution
- Paid society memberships, training, and continuing education
- Eligible for discretionary bonuses based on productivity, performance, and other contributions to the firm
Why Would You Want to Work at DHJJ?
See more here: https://dhjj.com/our-team/careers/
DHJJ has offices in Naperville and St. Charles, Illinois. We are an equal opportunity employer.