Tax Senior Associate
About E78
E78 is a leading provider of finance, accounting and technology solutions for middle-market businesses and financial sponsors. Our team delivers platinum-level advisory, talent, and managed services that address the critical finance, technology, and transformation challenges faced by corporate leaders and private equity sponsors across the middle market through the Fortune 500.
For the sixth consecutive year, E78 has made the Inc. 5000 list, at No. 734 in 2024, which includes a three-year revenue growth of 655%
We are a community of results-driven gamechangers, and our passion drives us to achieve success through meaningful work and inspires us to make a lasting impact
E78 is headquartered in Oak Brook, IL with offices around the country. Come join our growing team!
- A few reasons why 450+ professionals are thriving at E78:
- Career advancement opportunities
- Flexible Paid Time Off (PTO) - Which includes traditional vacation time and sick leave
- Industry leading maternity benefits, which also includes Parental Leave
- Bonus eligibility
- For every dollar contributed E78 will match up to 4%
- Highly competitive salaries
- 10 Company Paid Holidays
- Opportunity for professional growth
- Blue chip client logos to partner with
- A culture of support and inclusion that fosters collaboration and diversity
- World-class leadership committed to your development
About the Role
We are looking for a Senior Associate to work within our tax advisory practice. You will be responsible for tax preparation of high-net-worth individuals, family office, and private trust clients, including tax due diligence, and gift tax.
Expectations & Duties
- Review and preparation of federal and state income tax returns for individuals, trusts, corporations, partnerships and exempt organizations
- Maintain client relationships and demonstrate knowledge of clients' business
- Prepare tax and financial documents for multiple clients, budgets and production goals
- Identify and assist with implementation of tax planning and consulting opportunities
- Work with Tax Managers for correspondence to IRS and other tax authorities
Required Experience/Skills:
1. Entrepreneurial focus
2. Learning agility
3. Functional/technical expertise
4. Team player
5. Written communication
6. Active listening
7. Results orientation
Required Education & Experience
- Bachelor's degree in accounting, finance, or related field; Master's degree or CPA preferred
- 10+ years of progressive tax preparation experience within a public accounting firm
- Extensive experience in tax preparation for high-net-worth individuals, family office, and private trust clients, including tax due diligence, gift tax, and tax compliance.
- Strong technical skills and ability to research and resolve complex tax issues, both domestic and international (specifically the Cayman Islands)
- Excellent communication, presentation, and interpersonal skills, with the ability to work effectively with clients and colleagues from different cultures and backgrounds
- Strong business acumen and strategic thinking skills, with the ability to identify and capitalize on opportunities in the global market
- Proven leadership and management skills, with the ability to inspire and motivate a diverse and talented team
- Ability to work effectively in a fast-paced and dynamic environment
- Willingness to travel as needed (less than 5-10%)
E78 is proud to be an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, sex (including pregnancy, childbirth, and reproductive health choices), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as someone with a disability, political views or activity, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws.
