No travel great downtown location, close to trains.
Prepare 90+ returns - 40 individuals, 40 trusts and 10 S-corps and partnerships.
CPA with Master in Taxation (preferred)
Chicago based family office which was established in 1975 to serve the needs of this 100+-year-old family. The family office serves 40+ family member clients in three generations across three family branches, as well as their related entities which include 40 trusts, seven investment partnerships, a foundation, corporations and other entities and accounts.
Primary preparer of all income tax compliance and planning for all entities and individuals including state and federal tax returns. Responsible for all filing, quarterly estimates and year-end tax planning for all entities and individuals.
Through collaboration with the Accounting Manager, the Tax Manager directs the financial reporting including quarterly portfolio reports and monthly cash reports for all entities and individuals, ensuring data integrity and accuracy.