Summary
INB Wealth is currently seeking a professional to join the INB Wealth
group as a 2024 Senior Business Tax Associate.
Our Tax Professionals work as a team to help our clients with not only
the compliance task of tax return preparation / filing, but also to
identify strategies to limit taxation and maximize the client’s
achievement of their long-term financial goals.
We’re looking for knowledgeable tax professionals with various levels
of experience, with a minimum of 2+ tax seasons under their belt. Our
ideal candidate will have excellent general knowledge of Individual
tax issues and be up-to-date on the latest changes in tax law. We are
also interested in candidates that have knowledge of State & Local
tax filings, e.g. sales tax & payroll taxes, and/or Financial
Services experience. These roles are targeted at 35-40 hours per week,
with paid overtime as needed.
Essential Duties and Responsibilities include the
following. Other duties may be assigned that are reasonably within the
scope of the position.
- Input and review of electronic data imported into tax filing software
- Reviewing the draft return for related federal, state and local
tax output for accuracy and completion.
- Staying ahead of filing deadlines including flexibility to work
overtime as needed to adjust to numerous changing priorities based
upon workload all while maintaining the INB Wealth reputation as a
Ramsey Trusted tax team.
- Working collaboratively with other team members to ensure accurate
high quality deliverables
Skills
Individual tax – 1040 Tax Return Preparation
Qualifications
- Bachelor’s Degree in a relevant field (Accounting, Business,
Finance, or a related field) and/or a Juris Doctorate in Law
- Progress toward, or completion of, a valid CPA certification, IRS
Enrolled Agent status, or IL Licensed Attorney status
- Ability to prioritize while simultaneously working on multiple
complex projects
- Proven experience in, and excellent general knowledge of,
Individual Tax Return Preparation
- Proven work experience in professional services or a professional
tax organization
- Candidates with experience in State & Local tax, and/or Financial
The above statements are intended to describe the general nature and
level of work being performed by people assigned to this job. They are
not intended to be an exhaustive list of all responsibilities, duties,
skills, or working conditions.
ADA Disclaimer: In developing this job description care was taken to
include all competencies needed to successfully perform in this
position. However, for American with Disabilities Act (ADA) purposes,
the essential functions of the job may or may not have been described
for purposes of ADA reasonable accommodation. All reasonable
accommodation requests will be reviewed and evaluated on a
case-by-case basis.
Illinois National Bank is committed to Equal Employment Opportunity
with respect to recruitment, hiring, training, promotion, and other
terms and conditions of employment. It is INB's policy to afford equal
opportunity to all employees and applicants for employment without
regard to race, creed, color, sex, sexual orientation, age, marital
status, national origin, disability, religion, veteran status, or any
other basis prohibited by law. The EEO Law poster is available here:
http://www1.eeoc.gov/employers/upload/eeoc_self_print_poster.pdf