Senior Associate | Tax

Ocorian • Chicago, IL

8d • Hybrid

About The Position

This role supports the delivery of high-quality tax compliance services to partnership and private client portfolios, including high-net-worth individuals and private equity structures. The Senior Associate will play a hands-on role in managing tax engagements, identifying risks and opportunities, and building strong relationships with clients and colleagues.

Requirements

• Bachelor's degree in Accounting, Tax, Finance, or a related discipline.
• Relevant experience in tax compliance, preferably within public accounting or professional services.
• Experience preparing complex partnership and high-net-worth individual tax returns, including multi-state compliance requirements.
• Strong technical tax knowledge, including partnership taxation, private equity structures, international tax considerations, and foreign reporting requirements, with the ability to research complex issues and communicate effectively with tax authorities.
• Advanced proficiency in Excel and experience using tax compliance software; experience with QuickBooks is an advantage.
• Strong analytical and problem-solving skills, with the ability to interpret complex financial and tax information and identify risks and opportunities.
• Excellent attention to detail and a commitment to delivering accurate, high-quality work and client service.
• Strong organisational skills with the ability to manage multiple priorities and competing deadlines in a fast-paced environment.
• Effective communication and interpersonal skills, with the ability to build relationships and collaborate successfully with clients and colleagues.
• Self-motivated and adaptable, with the ability to work independently, take ownership of responsibilities, and contribute positively within a team environment.
• Demonstrates a proactive approach to continuous improvement, professional development, and sharing knowledge with others.

Nice To Haves

• CPA qualification, or actively pursuing CPA certification, is preferred.

Responsibilities

• Prepare partnership (Form 1065) and individual (Form 1040) tax returns, including multi-state filings and related disclosures.
• Review your own work to ensure accuracy, completeness, and compliance with tax regulations.
• Analyse financial and tax information to identify risks, issues, and planning opportunities.
• Research federal, state, and local tax matters and assist with responses to tax notices and enquiries.
• Collaborate with clients and colleagues to gather information and resolve tax matters efficiently.
• Maintain accurate and well-organised workpapers and supporting documentation.
• Manage assigned workstreams and deliver work within agreed deadlines.
• Support process improvements and contribute to best practices across the tax team.
• Participate in client communications and provide support on compliance-related matters.
• Support managers and senior team members with technical research, special projects, and advisory work, while providing guidance and support to junior team members as needed.

Benefits

• We are CLIENT CENTRIC – Clients are at the centre of our world, and we’re committed to providing expertise and specialist solutions to meet their most complex challenges.
• We are AMBITIOUS – We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.
• We are AGILE – We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.
• We are COLLABORATIVE – With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.
• We are ETHICAL – We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior