Tax-Senior, Chicago, IL

We are seeking a dedicated tax professional to join our team as a senior. We expect our seniors to exhibit excellent technical skills and the ability to work independently as well as within a team.

Skills Required:
• 4+ years’ experience in a public accounting firm
• Ability to manage multiple high-demand projects at once while completing each client’s engagement within budget
• Excellent technical skills across a broad range of accounting and tax issues
• The capability to supervise one or more staff assistants as necessary
• Top-notch professionalism both with staff and with clients in high-pressure situations
• Proficiency in Microsoft Excel, QuickBooks and accounting software

• Utilizing your technical knowledge and skills to submit self-reviewed work which requires minimal edits
• Scheduling projects/engagements based on priorities, due dates, etc. and completing them in a timely manner, avoiding last-minute rush jobs
• Overseeing, supervising and monitoring the work of the staff assistants on your team by providing on-the-job training and feedback on their work, as well as ensuring that each project is completed accurately and within budget
• Controlling the field work on engagements, making sure that it gets done correctly, within budget and on time. This begins with planning the engagements, writing the engagement letter and establishing a detailed budget, and ends with the completion of the work papers and final product, with possible involvement in drafting the bill.
• Developing meaningful contact with clients and gaining their confidence
• Participating in the firm’s business development activities by identifying leads for managers and partners to pursue
• Identifying expanded service opportunities for existing clients and actively participating in networking, such as with community members and professional organizations
• Adhering to and communicating firm policies and procedures
• Performing other job-related duties as required

    E.C. Ortiz is now Roth&Co!

    We are pleased to announce our merger with Roth&Co, a leading accounting and financial services firm with locations in New York, New Jersey and Israel.

    Read the full statement by Ed Ortiz Explore the newly expanded Roth&Co