Premium Tax Assistant
Tax preparer job in Chicago, IL
Initial one-year Premium Tax Assistant opportunity
Duration: Initial 3-month contract with high potential to extend/convert based on performance
Pay Rate: $25-30/hr W2
Job #: 36636786
JOB SUMMARY
Temporary Premium Tax Assistant will support the Premium Tax Team during peak tax filing season. This role will assist with municipal premium tax filings, prepare state premium tax returns, gather and organize documentation, enter information into tax software, and ensure accuracy and timely completion of all assigned deliverables. This role will partner with the Premium Tax Team members to ensure the success of tax compliance goals and may have exposure to other Corporate Tax leaders.
KEY RESPONSIBILITIES
Assist with organizing, preparing, and filing municipal premium tax returns
Prepare state premium tax returns for insurance companies
Maintain organized documentation
Perform data entry and validation in tax preparation software (PremiumPro) and spreadsheets
Assist with electronic filing and payment processing
Track filing deadlines and submission confirmations
SKILLS & QUALIFICATIONS
Strong attention to details and organizational skills
Prior experience in a tax compliance role including a general understanding of process workflow
Strong computer skills, including proficiency in Adobe Acrobat, Microsoft Excel, Word, SharePoint and Teams
Ability to work independently and manage multiple tasks under tight deadlines
Good communication skills, written and oral
Knowledge of core functions of insurance company corporate tax and corporate accounting is preferred
OTHER REQUIREMENTS
Duration: January 5, 2026 through March 31, 2026
Estimated hours: 40 hours per week with potential for overtime during peak filing weeks
Location: Chicago office. Hybrid. In-office at least 2 days a week, in coordination with Manager
Senior Commercial Real Estate Accountant
Tax preparer job in Chicago, IL
COMPANY: Established in 2010, Wanxiang America Real Estate has a small and flat organizational structure, an extensive pool of discretionary capital and has invested more than $1.2 billion in equity in more than 120 commercial real estate investment deals across the United States. Investments have been in the Hospitality, Resort, Office, Industrial, Retail, Land, Multi-Family, Education, Mixed-Use, Condos, and Senior Housing markets.
LOCATION: West Loop, Chicago, Illinois.
REPORTING
RELATIONSHIPS: This individual reports directly to the Founder and Managing Director.
SUMMARY OF RESPONSIBILITIES:
· Provide monthly financial information to internal teams, external investors, lenders, and auditors, ensuring timely and accurate reporting.
· Prepare and present detailed performance reports, including financial metrics, operational updates, and strategic recommendations, to senior management and investors.
· Collect, organize, and validate data from investment sponsors, property managers, and other third parties to maintain comprehensive financial records.
· Review and analyze financial statements prepared by property managers to understand property operations, identify accounting issues, and implement resolutions for optimal performance.
· Research and compile data for quarterly property status reports, performance summaries, and investor updates, highlighting key metrics such as NOI, cap rates, and occupancy.
· Support annual audits, tax preparations, and corporate financial statements by gathering documentation, responding to inquiries, and ensuring compliance with GAAP and regulatory standards.
· Coordinate the accumulation and distribution of investment K-1s for submission to tax preparers, maintaining strict deadlines.
· Monitor cash flow, budgeting, and forecasting for portfolio assets, recommending improvements to enhance financial health.
· Conduct variance analysis between budgeted and actual performance, investigating anomalies and providing recommendations.
· Ensure adherence to internal controls, SOX compliance (if applicable), and industry best practices for risk mitigation.
· Assist in due diligence for acquisitions and dispositions, including financial modeling and integration of new assets.
REQUIREMENTS:
· A minimum of 5 years' experience in an accounting firm that has exposure to commercial real estate.
· CPA certification or progress toward it is highly desirable.
· Strong knowledge of GAAP versus cash based real estate accounting principles, and financial reporting standards.
· Proficiency in real estate accounting software (e.g., Yardi, MRI, Argus) and advanced Excel skills.
· This individual should enjoy a reputation of leadership, creativity and excellent communication skills.
EDUCATION: Bachelor's degree in accounting. MBA or advanced degree preferred, not required. CPA preferred, not required.
COMPENSATION: Competitive base salary plus annual performance bonus. Full benefits provided.
FY27 Federal Tax Associate - Private Company
Tax preparer job in Chicago, IL
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
Responsibilities:
Working with high net worth families, closely held businesses, estates, trusts and private foundations
Developing strong working relationships with clients built on understanding their needs and challenges
Completing tax planning and research
Preparing federal and state & local tax returns
Developing a general understating of reporting requirements of different entity structures and the compliance process Increasing involvement in developing cutting edge tax ideas that could significantly lessen clients overall effective tax rates
Leveraging tax knowledge and understanding of the tax preparation process to bring work to completion for review
Demonstrating awareness of differing levels of assurance as it relates to tax positions taken through writing memoranda and other written documentation on complex tax issues for business and private tax clients
Staying current on tax legislation relevant to Private Client Service clients
Required Qualifications:
Bachelor's degree in accounting or business-related field
Required coursework to sit for CPA exam, licensed JD or enrolled agent
Strong communication skills (written and verbal) with the ability to work as part of a collaborative team
Excellent client relation and interpersonal skills with the ability to work closely with clients to answer questions or to collect necessary information for client service engagements
Outstanding organizational skills with the ability to handle multiple priorities and take ownership of assigned tasks
Preferred Qualifications:
CPA, JD or Enrolled Agent designation
LL.M. in Taxation and/or Master's in Taxation
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry-level candidates who require sponsorship now or in the future. This includes individuals who will one day request or require RSM to file or complete immigration-related forms or prepare letters on their behalf in order for them to obtain or continue their work authorization.
RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $70,400 - $84,000
Auto-ApplyTax Associate
Tax preparer job in Chicago, IL
Job Description
We are seeking a Tax Associate to join our Chicago, IL office beginning January 2026. In this role, you will prepare a variety of tax returns, including individual, business, trust, estate, and gift tax filings. You will also assist with tax workpaper documentation and related projects, ensuring the delivery of accurate, high-quality client service and leveraging firm technology to create efficiencies and ensure accurate, high-quality work is produced.
As a Tax Associate, you will participate in structured training and receive guidance from seniors, supervisors, managers, and partners across the firm. This position provides the opportunity to build a strong foundation in taxation while contributing to the firm's reputation for excellence and client service. This position is hybrid in our Chicago office, but is largely remote with the flexibility for you to choose when you would like to work in the office.
Responsibilities
Prepare a variety of tax returns, which may include individual, partnerships, s-corporations, trusts, and gift returns to meet government requirements and client expectations
Prepare individual tax projections to ensure proper tax planning for the client
Maintain a working knowledge of tax preparation software
Identify and communicate tax and accounting issues to seniors, supervisors, managers, and partners
Requirements
Bachelor's degree in accounting
Busy season hours up to 65 hours during spring (February-April) and fall busy seasons (August-October)
Attention to detail
Ability to multi-task and communicate effectively
Proactively seeking guidance, clarification, and feedback
Strong written and verbal communication skills
Demonstrate curiosity and initiative in learning about the Firm and the clients we serve, while building technical knowledge in tax regulations, compliance, and planning
Preferred Requirements
Prior public accounting tax internship or work experience
About Us
Topel Forman is a leading certified public accounting firm in the Midwest and the Denver region providing a wide range of attest, accounting, tax, advisory, and consulting services to individuals, professionals, closely-held and family-owned businesses and corporations. At Topel Forman, you'll find the high level of talent and expertise you'd expect from a larger firm, but with the accessibility and collaboration that are usually only available at a smaller organization. You can expect to work directly with clients, senior-level management, and partners with knowledge of various disciplines. A proactive, hands-on approach to our clients allows you to grow in your expertise and advance in your career. For more information on Topel Forman, please visit our website at ********************
Benefits
Competitive starting salary $75,000, with annual merit increases
Annual discretionary bonus eligibility
35-hour workweek during non-busy season
To learn more about our firm and benefit offerings, please visit our careers page.
Hybrid Work Internet Policy
Internet requirements for working hybrid: We require an internet plan with the following minimum upload and download speeds for best connection: 100+ Mbps download and 20+ Mbps upload. Home Wi-Fi should be password protected.
Junior Tax Associate
Tax preparer job in Chicago, IL
Full-time Description
Handler Law, LLP is a nationwide and internationally recognized boutique law practice that is widely known as one of the premier private client law firms in the world. Based in downtown Chicago, the firm focuses on Business & Corporate Law, Family Offices, Private Client Trusts & Estates, Taxation, nonprofits, entertainment and sports law. We serve primarily affluent families, family offices and privately held companies. Currently we are expanding. Handler Law, LLP is seeking to hire an experienced Junior Tax Associate to join our team. This individual will play a key role in managing client relationships within a private client law environment. Candidates should possess superior communication, drafting, writing and research skills and excellent analytical and critical-thinking skills. The Junior Tax Associate candidate should have at least three (3) years of public account or legal tax experience.
Position Overview:
The Junior Tax Associate will support the firm's tax practice by assisting in the research, preparation, and execution of complex tax strategies and compliance matters. This is an excellent opportunity for a recent law school graduate or early-career tax attorney to gain hands-on experience working alongside seasoned professionals in a collegial, mentorship-oriented environment.
Requirements
Key Responsibilities:
Conduct legal research on federal, state, and international tax issues
Draft memoranda, legal opinions, and client correspondence
Assist with tax planning for business transactions, mergers & acquisitions, and reorganizations
Review and analyze tax returns, financial statements, and transactional documents
Support senior attorneys in advising clients on tax controversies and compliance matters
Monitor legislative and regulatory developments affecting client interests
Participate in client meetings and calls, taking notes and preparing summaries as needed
Maintain up-to-date knowledge of tax law developments through continuing education
Advise on, prepare, and/or review federal and state income tax compliance for individuals, partnerships, S corporations, non-profit entities, C corporations, and trusts.
Review existing business structures to identify potential liability risks and tax leakage.
Coordinate with accountants, investment advisors, fiduciaries, and external counsel to execute comprehensive planning solutions.
Assist with IRS audits, notices, and voluntary disclosures, and manage related correspondence and negotiations.
Stay current with changes in tax laws and regulations; communicate relevant updates to clients and internal teams.
Requirements:
J.D. degree from an accredited law school
Active license to practice law in Illinois.
LL.M. in Taxation, CPA, CFP, or other relevant designations preferred.
Minimum 3 to 5 years of progressive experience in income tax law, income tax compliance, estate planning, and/or tax controversy.
Strong drafting, analytical, and client-facing skills.
Experience advising or working within a family office, private client law firm, or wealth management context preferred.
Associate - Tax - Energy & Infrastructure
Tax preparer job in Chicago, IL
Job DescriptionPosition Title: Tax - Energy & Infrastructure About the OpportunitySeeking an associate with a minimum of 2 years of experience to join our team. Candidate should have experience with financings and M&A pertaining to power and energy transition transactions with some substantive experience with energy tax credit transactions. Ideal candidate will have experience that includes documenting and negotiating complex joint ventures, tax equity transactions, tax credit transfers, familiarity with partnership tax rules, and experience drafting and negotiating tax provisions in partnership agreements, credit agreements, and purchase and sale documentation.Items Needed to Apply: Resume, Cover Letter, Law School Transcript.
Confidentiality
For confidentiality reasons, the client's name is not disclosed at this stage. Qualified candidates will receive full details upon initial screening.
Tax Associate Attorney (Fund Formation)
Tax preparer job in Chicago, IL
Job DescriptionPosition: Tax Associate Attorney (Fund Formation) Experience Level: 5+ years Practice Area: Tax - Fund Formation Compensation: $365,000+
About the Role:
Direct Counsel is partnering with an Am Law 100 firm to find a highly skilled Tax Associate Attorney with experience in fund formation. This is an opportunity to join a nationally recognized tax practice and work with sophisticated venture capital and private equity fund sponsors and investors.
Key Responsibilities:
Advise fund sponsors and investors on investment fund formations, including venture and private equity funds.
Counsel clients on primary and secondary investments, joint ventures, and related tax matters.
Manage multiple complex matters simultaneously while maintaining strong client relationships.
Collaborate with a high-performing team on sophisticated transactions within a premier practice group.
Ideal Candidate:
5+ years of tax experience focused on fund formation.
Strong background working with venture funds, private equity funds, and institutional investors.
Demonstrated ability to take initiative, think strategically, and solve complex problems.
Excellent client management skills and the ability to succeed in a fast-paced environment.
Strong academic credentials from a nationally recognized law school.
Compensation & Benefits:
The expected annual compensation for this role starts at $365,000, with adjustments based on location, experience, and skillset. The firm offers a robust suite of benefits, including:
Medical, dental, and vision coverage
Health savings and flexible spending accounts
Firm-paid life insurance, AD&D, LTD, and short-term medical benefits
Pre-tax commuter benefits
Backup care and parental support benefits
Generous parental leave and fertility benefits
Vacation accruing at four weeks per year, sick time accruing at two weeks per year, plus 10 paid holidays
Tax Associate/ Special Counsel
Tax preparer job in Chicago, IL
Job Description
AmLaw top 50 firm which is consistently ranked among the leading law firms is looking for an associate to join their Tax practice in any of their Boston, Chicago, DC, New York, Palo Alto, or San Francisco offices
The ideal candidate must have 7+ years of tax experience representing fund sponsors and investors, preferably focused on venture funds and private equity funds, and advising on investment fund formations, primary and secondary investments, and joint ventures. Must have a high level of motivation, initiative, and excellent problem-solving skills with strong client relations skills and experience handling several concurrent ongoing matters. Must have a high level of academic achievement from a nationally recognized law school.
Tax Associate
Tax preparer job in Chicago, IL
Minimum Requirements:
2+ Years working in Public Accounting
CPA licence or CPA Candidate.
Responsibilities:
Effectively applies tax knowledge to individual returns and less complex business returns.
Prepare a completed and organized tax file including appropriate supporting documentation for the tax return.
Research complex tax issues
Understand clients business, including significant tax issues.
Tax Associate Attorney (Corporate Transactions)
Tax preparer job in Chicago, IL
Tax Associate Attorney (Corporate Transactions) -| $175k-$240k BASE SALARY |- Chicago, IL
Aligned Talent Acquisition partners with several respected mid-sized and boutique law firms throughout Chicago and the surrounding metro area that regularly hire Tax attorneys to support corporate transactions.
This posting represents ongoing hiring needs across our client base as firms continue to expand their tax advisory capabilities for mergers, acquisitions, and partnership formations.
We're connecting with attorneys in the 2-6 year range who have experience in federal and state income taxation of business entities and transactions.
Responsibilities
Advise clients on tax structuring for M&A and corporate transactions
Draft and review tax provisions in transaction documents
Support clients with partnership allocations and entity formations
Collaborate with corporate and finance teams to provide integrated deal advice
Qualifications
J.D. and LL.M. in Taxation preferred; Illinois bar admission required or pending
2-6 years of transactional tax experience
Strong analytical and problem-solving skills
Excellent communication and client-service mindset
Compensation
💰 $175,000 - $240,000 base salary, depending on firm size and experience
Most firms offer annual bonuses, hybrid work flexibility, and comprehensive benefits.
About Aligned Talent Acquisition
Aligned Talent Acquisition recruits confidentially for leading mid-sized and boutique firms across Chicago and the broader Midwest.
This posting represents recurring hiring trends among our clients seeking experienced transactional attorneys.
All inquiries remain strictly confidential.
Aligned Talent Acquisition is an equal-opportunity recruiting firm.
How to Apply:
📩 Ready to explore your options? Submit your resume or reach out directly to Devney to start a confidential conversation.
Application Materials
After applying, please submit the following via EMAIL:
Generic Cover Letter
Law school transcript
Representative Deal Sheet
Contact Us
📧 ***********************************
📞 **************
🌐 alignedtalentacquisition.com
*****************************************
Easy ApplySales Tax Associate
Tax preparer job in Pleasant Prairie, WI
A Sales Tax Associate is responsible for preparing and filing sales and use tax returns for the clients.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Preparing and filing sales and use tax returns
Reviewing sales and use tax return
Updating sales tax log on a daily basis to allow for monitoring
Preparing other miscellaneous state returns
Review, research and follow up with correspondences from taxing jurisdictions and tax notice resolution
Register new clients with state sales tax jurisdictions
Assist with Sales Tax Audits when needed
Accounts Payable/Bill Paying for clients. Coding of invoices, properly entering into accounting software, and processing checks for the clients
SUPERVISORY RESPONSIBILITIES:
PwC - Tax JD/LLM Associate, application via RippleMatch
Tax preparer job in Chicago, IL
This role is with PwC. PwC uses RippleMatch to find top talent.
Career opportunities at PwC
At PwC, our Tax JD professionals use their legal training to help clients navigate complex tax laws, structure business transactions, and make strategic decisions. In this dynamic advisory role, you'll apply legal analysis in a fast-paced, business-focused environment.
As a Tax JD Associate, you will engage in tax compliance and client support, contributing to the delivery of exceptional tax services. You will be part of a dynamic team that assists clients in navigating complex tax laws and optimizing their tax positions.
As an Associate, you will focus on learning and contributing to client engagements, developing your skills and knowledge to deliver quality work. You will build meaningful client connections, manage and inspire others, and grow your personal brand by deepening your technical knowledge of firm services and technology resources.
Here, you'll discover a firm that has the opportunities, mentorship and technology to help take your career to the next level.
PwC application process
Applying to your school/university site will not count as an official application. When completing your application, you will be asked to upload your current resume. Current students and alumni interested in entry level opportunities are encouraged to apply.
Application deadline
We encourage you to apply as soon as possible. For many of our opportunities, we recruit on a rolling basis and will close as offers are accepted.
Click here to view all PwC application deadlines.
Responsibilities
Typical responsibilities of a PwC professional at this level include but are not limited to:
Apply a learning mindset and take ownership for your own development.
Appreciate diverse perspectives, needs, and feelings of others.
Adopt habits to sustain high performance and develop your potential.
Actively listen, ask questions to check understanding, and clearly express ideas.
Seek, reflect, act on, and give feedback.
Gather information from a range of sources to analyze facts and discern patterns.
Commit to understanding how the business works and building commercial awareness.
Learn and apply professional and technical standards (e.g. refer to specific PwC tax and audit guidance), uphold the Firm's code of conduct and independence requirements.
What to know as you apply
We're seeking candidates who plan to graduate with their Juris Doctorate (JD) by Spring 2026 for our Summer/Fall 2026 Associate opportunity!
Applying to your school/university site will not count as an official application.
For the majority of entry-level roles at PwC, job seekers are required to complete an assessment to be considered for the role. After you submit an application for an entry-level position, you should expect to receive the assessment via email within a few hours.
Review our PwC entry level visa sponsorship eligibility site prior to applying.
How can I learn more about PwC?
Check out the top reasons people love working here. If you have questions, use our US Careers Recruiter Map to find and connect with your recruiter!
Auto-ApplyProperty Tax Intern
Tax preparer job in Elgin, IL
INTERN JOB DESCRIPTION
As an intern you will focus on learning the personal property tax compliance cycle. This involves:
Handling and processing of vast amounts of asset data
Putting together property tax returns
Organizing documentation needed to process returns
Communicating with local state jurisdictions throughout the country.
Comparing county assigned appraised values vs our proposed tax values for consulting opportunities
Depending on your capacity and demonstrated interest you will ultimately be responsible for filing property tax returns and assisting with property tax payments.
It is important for us to connect with candidates with a strong interest in tax. We use the internship period to learn and seek out potential new hires.
Successful candidates should:
Be willing and able to work in a team environment
Be fast learners
Be able to perform tasks with accuracy, attention to detail, and organization
Be able to multi-task
Have strong Excel skills
Be able to work a minimum of 24 hours per week
Be working towards a bachelor's degree with a major in business related field
Have an upper class status at a university
Successful candidates will:
Extensively analyze and process large amounts of data in Excel and the property tax system
Communicate with jurisdictions around the country to resolve discrepancies
Assist the team in completing filing deadlines
Assist the data analyst team in finding and entering tax bills.
Opportunity to earn a full-time position
Learn organizational, communication, and teamwork skills
Work closely with experienced personnel and management
Obtain a fundamental understanding of the property tax cycle
Advantax provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Auto-ApplyTax Planning Associate
Tax preparer job in Downers Grove, IL
JMG Financial Group, Ltd. is one of the largest independently owned fee-based wealth management firms in the Chicago area. JMG provides wealth management services to corporate executives and high net worth individuals.
Investment News
recently announced JMG as Best Places to Work for Financial Advisors for 2021-2025.
JMG is in search of a full-time Tax Planning Associate. This position will assist our planning team by providing estate and tax planning strategies, preparing tax returns and serving as an internal resource for the SAN advisors. This individual must possess excellent organizational, multi-tasking and communication skills and must be able to work in a fast-paced professional office environment. The position requires proficiency in Microsoft Office and the willingness to learn other business-related software, in which training will be provided. Experience with Excel formulas, CCH, BNA, Orion and related research software is an advantage. The position requires basic knowledge of finance, income taxes, investments, asset allocation and estate planning concepts. The duties of this role would include, but are not limited to, the following:
Prepares and reviews individual and trust income tax returns, including multi-state returns
Ability to research different planning, investment, and tax issues
Stays up to date on current tax practices and changes in tax law by conducting research and applying this knowledge to drive informed decision-making
Utilizes BNA and CCH software to prepare tax returns and personal income tax projections throughout the year
The applicant must have knowledge and interest in the financial planning industry and excellent time management skills with the ability to work effectively on multiple deadline-oriented projects. A successful Tax Planning Associate will need the skills to work effectively in teams as well as independently. This is a great opportunity for someone looking to join a reputable wealth management firm on a long-term basis. This is an entry level support staff position with potential for advancement. The Tax Planning Associate is a non-exempt position and is eligible for a hybrid schedule after an initial training period.
Education: Bachelor's degree is required in Accounting, Finance, or Business. One to two years relevant experience preferred including relevant internships.
Compensation: Non-Exempt position, eligible for overtime, bonuses and full benefits including health, dental, vision, life, long-term disability and 401(k).
Your resume and cover letter referring to this posting are required to be considered.
JMG is an equal opportunity employer.
Compensation and Benefits Tax Associate - Fall 2026/Winter 2027
Tax preparer job in Chicago, IL
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
As a Tax Associate on our Compensation and Benefits Tax Advisory team, you'll have the opportunity to work with a wide range of clients - global and domestic, public and private - on some of their most important challenges and one of their biggest assets and expenses, employees. You'll gain hands-on experience in a variety of industries and areas, including executive compensation, fringe benefits, and other employment-related tax reporting, withholding and deduction issues. From day one, you'll contribute to client projects by supporting tax analysis, data entry, and tax compliance while learning directly from experienced managers to execute projects. This role offers a unique chance to develop technical depth in the rules and strategy that shape compensation and benefits programs, while helping clients design and manage programs that align their workforce with their overall business goals.
Specific responsibilities will include:
Understanding project steps, deliverables, timelines, tools, and firm-approved methodologies used in compensation and benefits engagements.
Developing an understanding of compensation and benefits tax laws, regulations, and other authority.
Participating in calls with various client stakeholders (e.g., CFO, Director of Tax, CHRO, etc.) and their advisors (e.g., attorneys) to discuss issues and collaborate regarding solutions.
Assisting with researching, analyzing, and consulting on issues specific to employee benefits and compensation and prepare related written communications, including, but not limited to sections 83, 162(m), 404, 409A, and 280G.
Calculating tax implications of various compensation plans including equity compensation and related impacts from transactions.
Preparing client deliverables that compare and contrast various compensation alternatives for incentivizing key employees
Supporting RSM federal tax compliance teams with client inquiries related to compensation and benefits plans
Working with other specialty groups on issues that intersect with other technical matters such as cross-border taxation, corporate taxation and partnerships.
Required Qualifications:
Minimum B.A. or B.S. degree or equivalent from an accredited university
Accounting major preferred
Travel to assigned client locations is required. Must have access to and ability to arrange for use of reliable modes of transportation to those locations
Minimum 3.0 GPA preferred
Detail-oriented with good organizational and time management skills
Preferred Qualifications:
Working toward the successful completion of the CPA exam
Excellent written and verbal communication skills
Strong computer skills, including proficiency in Microsoft Excel
Ability to work effectively on a team
Ability to work and multitask in a fast-paced environment
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $70,400 - $84,000
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
Auto-ApplyTax Associate
Tax preparer job in Chicago, IL
We are seeking a Tax Associate to join our Chicago, IL office beginning January 2026. In this role, you will prepare a variety of tax returns, including individual, business, trust, estate, and gift tax filings. You will also assist with tax workpaper documentation and related projects, ensuring the delivery of accurate, high-quality client service and leveraging firm technology to create efficiencies and ensure accurate, high-quality work is produced.
As a Tax Associate, you will participate in structured training and receive guidance from seniors, supervisors, managers, and partners across the firm. This position provides the opportunity to build a strong foundation in taxation while contributing to the firm's reputation for excellence and client service. This position is hybrid in our Chicago office, but is largely remote with the flexibility for you to choose when you would like to work in the office.
Responsibilities
Prepare a variety of tax returns, which may include individual, partnerships, s-corporations, trusts, and gift returns to meet government requirements and client expectations
Prepare individual tax projections to ensure proper tax planning for the client
Maintain a working knowledge of tax preparation software
Identify and communicate tax and accounting issues to seniors, supervisors, managers, and partners
Requirements
Bachelor's degree in accounting
Busy season hours up to 65 hours during spring (February-April) and fall busy seasons (August-October)
Attention to detail
Ability to multi-task and communicate effectively
Proactively seeking guidance, clarification, and feedback
Strong written and verbal communication skills
Demonstrate curiosity and initiative in learning about the Firm and the clients we serve, while building technical knowledge in tax regulations, compliance, and planning
Preferred Requirements
Prior public accounting tax internship or work experience
About Us
Topel Forman is a leading certified public accounting firm in the Midwest and the Denver region providing a wide range of attest, accounting, tax, advisory, and consulting services to individuals, professionals, closely-held and family-owned businesses and corporations. At Topel Forman, you'll find the high level of talent and expertise you'd expect from a larger firm, but with the accessibility and collaboration that are usually only available at a smaller organization. You can expect to work directly with clients, senior-level management, and partners with knowledge of various disciplines. A proactive, hands-on approach to our clients allows you to grow in your expertise and advance in your career. For more information on Topel Forman, please visit our website at ********************
Benefits
Competitive starting salary $75,000, with annual merit increases
Annual discretionary bonus eligibility
35-hour workweek during non-busy season
To learn more about our firm and benefit offerings, please visit our careers page.
Hybrid Work Internet Policy
Internet requirements for working hybrid: We require an internet plan with the following minimum upload and download speeds for best connection: 100+ Mbps download and 20+ Mbps upload. Home Wi-Fi should be password protected.
Auto-ApplyTax Associate (Employment and Benefits) - Chicago
Tax preparer job in Chicago, IL
Job DescriptionDirect Counsel is representing an Amlaw 100 firm in its search for an Associate - Tax - Transactional Labor & Employment.
Practice Area: Labor & Employment
Experience Required: Minimum of 2 years
About the Opportunity:
Direct Counsel is partnering with an AmLaw 100 firm renowned for advising the businesses and institutions that drive the global economy. As a market leader in major financial and business centers worldwide, the firm offers exceptional expertise and resources to help you evolve from an intellectually curious self-starter into a leading lawyer. If you aspire to be the best, this is the place for you.
Qualifications:
Minimum of 2 years of broad-based employment counseling experience.
Experience providing employment support for mergers, acquisitions, and other corporate transactions.
Strong background counseling employers of all types on a full range of employment relationship matters.
Excellent academic credentials and outstanding communication, analytical, and writing skills.
Admission to the jurisdiction where you are applying (or eligibility to waive in) is preferred.
This is a non-litigation role focused on transactional and counseling work.
Compensation:
This position is paid according to the Cravath scale.
Associate - Tax - Transactional Labor & Employment
Tax preparer job in Chicago, IL
About the Opportunity
The Executive Compensation, Employment & Benefits Practice is seeking a motivated and detail-oriented labor and employment associate with a minimum of two years of broad-based employment counseling experience to join our 3rd to 6th year associate class.
Ideal candidates would have direct experience in employment law, with a focus on transactional work and client counseling, along with strong analytical, drafting, and communications skills.
This is an opportunity to join a small, dynamic, and growing team dedicated to providing exceptional legal services regarding employment matters, working in close collaboration with practices across the firm.
This non-litigation role will focus on:
Providing labor and employment assistance in mergers, acquisitions, and other corporate transactions;
Providing expert advice and counseling to employers of all types in all aspects of the employment relationship; and
Drafting offer letters, employment agreements, independent contractor agreements, separation agreements, and non-competes and other restrictive covenant, to ensure alignment with client objectives and legal requirements.
Items Needed to Apply: Resume, Cover Letter, Law School Transcript.
Confidentiality
For confidentiality reasons, the client's name is not disclosed at this stage. Qualified candidates will receive full details upon initial screening.
Junior Tax Associate
Tax preparer job in Chicago, IL
Job DescriptionDescription:
Handler Law, LLP is a nationwide and internationally recognized boutique law practice that is widely known as one of the premier private client law firms in the world. Based in downtown Chicago, the firm focuses on Business & Corporate Law, Family Offices, Private Client Trusts & Estates, Taxation, nonprofits, entertainment and sports law. We serve primarily affluent families, family offices and privately held companies. Currently we are expanding. Handler Law, LLP is seeking to hire an experienced Junior Tax Associate to join our team. This individual will play a key role in managing client relationships within a private client law environment. Candidates should possess superior communication, drafting, writing and research skills and excellent analytical and critical-thinking skills. The Junior Tax Associate candidate should have at least three (3) years of public account or legal tax experience.
Position Overview:
The Junior Tax Associate will support the firm's tax practice by assisting in the research, preparation, and execution of complex tax strategies and compliance matters. This is an excellent opportunity for a recent law school graduate or early-career tax attorney to gain hands-on experience working alongside seasoned professionals in a collegial, mentorship-oriented environment.
Requirements:
Key Responsibilities:
Conduct legal research on federal, state, and international tax issues
Draft memoranda, legal opinions, and client correspondence
Assist with tax planning for business transactions, mergers & acquisitions, and reorganizations
Review and analyze tax returns, financial statements, and transactional documents
Support senior attorneys in advising clients on tax controversies and compliance matters
Monitor legislative and regulatory developments affecting client interests
Participate in client meetings and calls, taking notes and preparing summaries as needed
Maintain up-to-date knowledge of tax law developments through continuing education
Advise on, prepare, and/or review federal and state income tax compliance for individuals, partnerships, S corporations, non-profit entities, C corporations, and trusts.
Review existing business structures to identify potential liability risks and tax leakage.
Coordinate with accountants, investment advisors, fiduciaries, and external counsel to execute comprehensive planning solutions.
Assist with IRS audits, notices, and voluntary disclosures, and manage related correspondence and negotiations.
Stay current with changes in tax laws and regulations; communicate relevant updates to clients and internal teams.
Requirements:
J.D. degree from an accredited law school
Active license to practice law in Illinois.
LL.M. in Taxation, CPA, CFP, or other relevant designations preferred.
Minimum 3 to 5 years of progressive experience in income tax law, income tax compliance, estate planning, and/or tax controversy.
Strong drafting, analytical, and client-facing skills.
Experience advising or working within a family office, private client law firm, or wealth management context preferred.
Income Tax Associate
Tax preparer job in Pleasant Prairie, WI
The Income Tax Associate is responsible for preparing corporate and personal income tax returns.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Other duties may be assigned:
Preparing property tax returns
Preparing 1099's
E-Filing income tax returns
Preparing income tax projections
Research tax notices and prepare responses