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Senior Tax and Accounting Associate
Senior Tax and Accounting Associate-March 2024
Chicago
Mar 31, 2026
About Senior Tax and Accounting Associate

  Description

  Exciting career-building opportunity at a rapidly growing company. Hybrid Role.

  To apply to this role, please send your resume to John Sadofsky at [email protected]

  The Senior Tax & Accounting Associate will provide tax compliance and accounting support to the FOS advisors and their clients. This role requires an exceptional level of attention to detail, organizational skills, and confidentiality.

  Job Responsibilities

  Analyze tax data and tax-related documents provided by FOS clients to aid in the preparation of tax returns and other financial analyses

  Prepare individual, trust, and partnership federal and state income tax returns for ultra-high-net-worth families

  Prepare tax projections and calculations

  Review tax notices received from tax authorities and draft correspondence in reply

  Accounting activities are necessary to assist in the preparation of various income tax returns.

  Achieve an understanding of complex investment accounts and the nuances of private investment vehicles

  Requirements

  Preferred Skills & Experience

  Bachelor’s degree required; accounting degree, MST, or MAS preferred

  Minimum five years of experience preparing individual, trust, and partnership income tax returns

  CPA designation preferred

  Experience with CCH Axcess/Ultra Tax CS Tax software, QuickBooks, and Quicken

  Experience with Excel, specifically using pivot tables

  To apply to this role, please send your resume to John Sadofsky at [email protected]

  Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

  Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

  All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

  © 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https:///www.roberthalf.com/us/en/terms) .

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