Senior Accountant

Employer: Zhou Agency
Location: 625 N Michigan Ave Ste 1705 Chicago, IL 60611

We are seeking a dedicated and experienced Senior Tax Specialist to join our team. This role will support the preparation of complex tax returns for high-net-worth individuals and their businesses. The ideal candidate must possess exceptional tax knowledge, attention to detail, and a proactive approach to research and problem-solving.

Responsibilities:

  • Assist with the preparation and data input for individual and small business tax returns, ensuring accuracy and compliance with current tax laws and regulations.

  • Collaborate closely with tax preparers and other team members to gather and input detailed financial data.

  • Perform in-depth tax research and analysis to support tax preparation.

  • Maintain up-to-date knowledge of federal, state, and local tax regulations, with a special focus on the intricacies affecting real estate investors.

  • Review and verify tax information provided by clients for completeness and consistency.

  • Assist in preparing supporting documentation for tax filings and responding to inquiries from tax authorities as needed.

  • Ensure client confidentiality and the security of all financial data.

Requirements:

Qualified candidates must be able to demonstrate a high capacity to work independently, must be detail-oriented, and be able to take on multiple tasks in a fast-paced environment.

  • Certified Public Accountant (CPA) designation preferred.

  • Minimum of 3 years of relevant experience in tax preparation for individuals and small businesses in a public accounting firm. 

  • Strong expertise in real estate investor taxation.

  • Proven ability to conduct thorough and accurate tax research.

  • UltraTax experience preferred.

  • Excellent organizational skills and ability to manage multiple projects and deadlines.

  • Ability to analyze complex tax scenarios and recommend practical solutions.

Why Work with Us

  • Salary and commission structure based on job experience, 401K, profit sharing

  • Paid vacation, Holidays and Maternity Leave

  • Medical, Dental/Vision, and Life Insurance

  • Position is primarily in office (hybrid)

Employment Type

  • Full-time

Apply To:

Please send your resume to jwang@zhouagency.com

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