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Senior Tax Dept Manager

Company: JMG Financial Group, Ltd.
Location: Downers Grove
Posted on: June 25, 2022

Job Description:

JMG Financial Group, Ltd. is one of the largest independently owned fee-based wealth management firms headquartered in the Chicago area. JMG provides wealth management services to corporate executives and high net worth individuals. -Investment News -has announced JMG as one of the Best Places to Work for Financial Advisors in 2018, 2019, 2020, 2021 and 2022.JMG is in search of a full-time -Senior Tax Department Manager. This individual must possess high-level tax knowledge for individual, fiduciary, partnership, closely-held corporations, estate, gift tax returns and tax laws. The position requires research, management and training skills, as well as a thorough understanding of automated tax processing systems. Knowledge of CCH Axcess is a plus. Proficiency is required in Microsoft Office and the willingness to learn other business-related software, in which training will be provided. The duties of this role would include, but are not limited to, the following: --- Researching advanced tax issues and regular monitoring of tax legislation updates. --- Communicating complex tax issues to non-tax professionals and clients. --- Completion and review of tax returns for high-net worth individuals including Form 1040, K1s, federal and state trusts, flow through entities (S-Corps, Partnerships, LLC's). --- Managing, coaching and developing members of a tax team by reviewing work and providing assistance for their success.Any experience and advanced knowledge in the area of finance, financial planning and investments is an advantage. A successful -Tax Department Manager -will need the skills to work effectively on a team in a leadership role, as well as independently. Excellent written and verbal communication skills are a requirement. This position reports directly to the Chief Operating Officer. This is a great opportunity for someone looking to join a reputable wealth management firm on a long-term basis.Education: -Bachelor's degree in a related field; Licensed CPA designation and minimum of 5 years work experience in professional services or professional tax organization is required.Compensation: -Exempt position, bonuses and full benefits including health, dental, vision and profit sharing.JMG is an equal opportunity employer. www.jmgfinancial.com

Keywords: JMG Financial Group, Ltd., Downers Grove , Senior Tax Dept Manager, Executive , Downers Grove, Illinois

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