Senior Business Tax Associate - INB

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

Keyword: Brokerage Assistant, tax preparer, taxes, bank, brokerage
Required Experience:

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

From: INB