EXPERIENCED CANDIDATES

Ostrow Reisin Berk & Abrams, Ltd., one of Chicago’s top 25 largest public accounting firms (Crain’s), has a team-oriented, client-focused environment encouraging creativity, initiative and the free flow of ideas. Our diverse client base consists of highly successful, privately-held companies in a variety of industries, as well as not-for-profit organizations and high-net worth individuals and families. We have excellent opportunities for bright, ambitious, entrepreneurial individuals with good business sense and we thank you for your interest in ORBA.

Ostrow Reisin Berk & Abrams, Ltd. is an Equal Opportunity Employer and does not discriminate on the basis of race, religion, color, national origin, age, sex, gender, disability or any other characteristic protected by law.

For information on available opportunities, contact:

Clare Chunduri, PRC                                                 Email: [email protected]
Ostrow Reisin Berk & Abrams, Ltd.
NBC Tower – Suite 1500
455 N. Cityfront Plaza Drive
Chicago, IL 60611

Accounting Services Senior

Position Summary:

The Accounting Services Senior is responsible for processing assigned client engagements within the department in a cost-effective and professional manner including, but not limited to, computer-compiled financial statements, payroll tax/sales tax reporting issues and business/individual tax returns. There is extensive one-on-one communication with clients. This position will train and supervise staff to serve our clients efficiently and effectively.

What we offer:

• Flexible summer hours and convenient downtown Chicago location
• Dress for your day attire (jeans in the office and appropriate attire at clients)
• Discounted gym membership
• Mentoring and Leadership Development Programs
• Fun firm sponsored social events
• Generous paid time off and holiday time
• 15% referral fee for bringing in new clients
• Competitive compensation package and a broad range of insurance programs

Essential Job Functions:

• Process financial statements and all related payroll, sales, or business and individual tax returns personally assigned within the accounting services department
• Perform quality control review of workpapers and computer-generated compilations processed within the department
• Assist in review of all payroll and sales tax reports, including annual W-2’s and 1099’s
• Perform research on technical matters as directed by directors
• Assist directors with tax planning or special client projects
• Efficiently maintain daily record of time spent on engagements
• Train associates in special accounting or tax assignments
• Assist on annual performance appraisals for associates
• Assist in first day orientation for new staff members
• Monitor reference materials available to the department and update as needed

Education and Experience:

• Bachelor’s degree in accounting or equivalent
• 5+ years public accounting experience is preferred

Skills:

• Strong communication skills, both oral and written
• Advanced proficiency with Microsoft Office, in particular Excel and Word
• Ability to work in a team environment
• Efficient knowledge of QuickBooks Online and Desktop
• Ability to interface with a variety of management level

APPLY NOW

Ostrow Reisin Berk & Abrams, Ltd. is an Equal Opportunity Employer and does not discriminate on the basis of race, religion, color, national origin, age, sex, gender, disability or any other characteristic protected by law.

Administrative Assistant

ORBA is a certified public accounting and financial advisory firm where individuals and stakeholders of small to mid-sized organizations go to build meaningful, one-on-one relationships with an experienced, resourceful, proactive business partner. What separates ORBA are the connections our clients develop in a one-on-one relationship with a proactive partner supported by the resources, people and expertise available within the firm. With exceptional employee retention rates and being honored as one of Chicago’s Top Workplaces (Chicago Tribune, 2021) and Top Workplaces USA (2022) by our very own staff, it’s a fact that ORBA is a great place to work.

ORBA is looking for a self motivated Administrative Assistant to support multiple directors throughout the firm. We are looking for someone who is able to multitask and provide a high level of support by performing a variety of administrative tasks.

What we offer:

• Flexible summer hours and convenient downtown Chicago location
• Dress for your day attire (jeans in the office and appropriate attire at clients)
• Discounted gym membership
• Mentoring and Leadership Development Programs
• Fun firm sponsored social events
• Generous paid time off and holiday time
• 15% referral fee for bringing in new clients
• Competitive compensation package and a broad range of insurance programs

What you will do:

• Meets internal deadlines to match the client expectations for timely delivery of service
• Handles regular correspondence with clients as delegated by Directors
• Interaction and communication with Directors’ clients
• Schedules appointments and keeps appointment calendars for multiple Directors using Microsoft Outlook
• Prepares responses to client notices received from the IRS and other government body agencies
• Arranges for meetings and conferences
• Transcribes handwritten notes into documents
• Receives, reads and routes incoming mail to Director
• Composes routine correspondence
• Edits and completes agreements according to Director’s notes and preferences
• Maintains files of correspondence and other records
• Maintains control files of matters in progress
• Enters Director’s time and expenses into appropriate system
• Prepares monthly billing invoices and account statements for each assigned Director
• Answers telephone and answers routine questions or routes calls to appropriate staff members
• Serves as backup to receptionist at regularly scheduled intervals
• Performs simple bookkeeping and journal entries using QuickBooks
• Ensures client data is collected in a timely manner to comply with filing requirements
• Performs other duties as assigned

Education and Experience:

• Minimum of 5 years of experience as an administrative assistant/office manager.
• CPA or law firm experience strongly preferred.

Skills:

• Ability to perform several tasks concurrently with ease and professionalism.
• Proficiency with Windows OS and Microsoft Office applications. (Excel, Word, PowerPoint and Outlook)
• Ability to work in a deadline driven environment.
• Proficiency in Google Docs
• Ability to perform clerical duties with speed and accuracy without immediate and constant supervision.
• Good personal and people skills.
• Ability to demonstrate sound judgment and analyze problems logically and comprehensively.
• Ability to work effectively in a team environment as well as independently.
• Ability to handle sensitive/confidential matters in a tactful and discreet manner.
• Ability to interface with a variety of management levels.

APPLY NOW

Ostrow Reisin Berk & Abrams, Ltd. is an Equal Opportunity Employer and does not discriminate on the basis of race, religion, color, national origin, age, sex, gender, disability or any other characteristic protected by law.

Ostrow Reisin Berk & Abrams, Ltd. is an Equal Opportunity Employer and does not discriminate on the basis of race, religion, color, national origin, age, sex, gender, disability or any other characteristic protected by law.

Audit Senior

Position Summary:

The Audit Senior is responsible for overseeing audit, review and compilation engagements and is responsible for resolving most accounting issues that arise during these engagements under the guidance of the Audit Manager and or the Audit Director. The individual will perform some engagements with minimal supervision and will direct staff and instruct them in the work to be performed, review the work completed by the staff and direct necessary revisions.

Essential Duties:

• Supervising the work of audit staff including reviewing their work and provide on the job training.
• Conduct basic, specialized and complex financial, operational and compliance audits under the direction of the audit director.
• Perform risk assessment prior to the beginning of an audit engagement.
• Prepare the most complex work papers, to adequately document accounting & audit work performed and to support the conclusions reached.
• Prepare draft of financial statements and management letters. Will be expected to wrap up the engagement in a timely manner.
• Perform reviews and compilations.
• Report progress of the audit, compilation or review engagement to both Audit Manager and Audit Director regularly.
• Perform audit or review procedures as assigned by the Audit Managers or Audit Director.
• Conduct research, prepare memorandums and summarize findings.
• Demonstrate the ability to assume responsibility for supervision of the daily fieldwork of engagements and client contact
• Prepare very complex individual, trust and business tax returns.
• Prepare an evaluation of the staff on the engagement at the end of the engagement but give guidance to the staff when necessary during the engagement.
• Perform other miscellaneous duties and special projects as assigned.

Education or Experience:

• B.S. in Accounting or Finance
• CPA preferred
• 3-5 years of progressive accounting & audit experience in public accounting
• Minimum of 1 year leading audits
• Experience preparing tax returns is a huge plus
• Experience with for-profit and not-for-profit clients
• Ability to work collegially with client service teams
• Creative and thoughtful problem-solving skills
• Researching complex accounting and auditing issues in Checkpoint

Skills:

• Outstanding written, interpersonal and presentation skills
• Excellent analytical, technical, and auditing skills
• Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
• Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced and results-based environment
• Strong leadership, business development, training, coaching and mentoring skills

Benefits:

• Flexible hours and a hybrid work model
• Dress for your day attire (jeans in the office and appropriate attire at clients)
• Tuition reimbursement on degrees of Masters in Accounting and Masters in Taxation
• Reimbursement for the CPA exam
• Discounted gym membership
• Payment of CPE and professional membership costs
• Mentoring and Leadership Development Programs
• Fun firm sponsored social events
• Generous paid time off and holiday time
• 15% referral fee for bringing in new clients
• Competitive compensation package and a broad range of insurance programs

APPLY NOW

Ostrow Reisin Berk & Abrams, Ltd. is an Equal Opportunity Employer and does not discriminate on the basis of race, religion, color, national origin, age, sex, gender, disability or any other characteristic protected by law.

Business Valuation Director

ORBA is a certified public accounting and financial advisory firm where individuals and stakeholders of small to mid-sized organizations go to build meaningful, one-on-one relationships with an experienced, resourceful, proactive business partner. What separates ORBA are the connections our clients develop in a one-on-one relationship with a proactive partner supported by the resources, people and expertise available within the firm. With exceptional employee retention rates and being honored as one of Chicago’s Top Workplaces (Chicago Tribune, 2021) and Top Workplaces USA (2022) by our very own staff, it’s a fact that ORBA is a great place to work.

ORBA’s growing Business Valuation practice is searching for a high-level individual to manage our valuation practice. The team is involved in valuation services for:

• Income tax
• Estate and gift tax
• Merger & Acquisition planning
• Marital dissolution and shareholder disputes

What we offer:  

• Flexible hours and a hybrid work model
• Dress for your day attire (jeans in the office and appropriate attire at clients)
• Tuition reimbursement on degrees of Masters in Accounting and Masters in Taxation
• Reimbursement for the CPA exam
• Discounted gym membership
• Payment of CPE and professional membership costs
• Mentoring and Leadership Development Programs
• Fun firm sponsored social events
• Generous paid time off and holiday time
• 15% referral fee for bringing in new clients
• Competitive compensation package and a broad range of insurance programs

The Business Valuation Director will:

• Oversee all business valuation engagements and sign off on all issued reports
• Become a thought leader in the valuation area through attendance and leadership roles in professional societies   
• Manage, train and mentor staff
• Evaluate and update existing policies and procedures
• Review and upkeep of engagement letters, research tools and other aspects of the practice
• Establish guidelines for acceptance of new engagements
• Develop internal and external training and education programs
• Write client focused and technical newsletters and articles

Additional Requirements & skills:

• CPA with certifications in valuation or related areas
• 5 years of valuation experience
• Ability to handle valuation process from start to finish
• Ability to manage multiple projects and competing priorities in a rapidly growing, fast-paced and results-oriented environment
• Strong leadership, training, coaching and mentoring skills
• Outstanding written, interpersonal and presentation skills
• Excellent analytical and technical, skills
• High level of understanding of the litigation process and experience providing testimony (preferred)  

APPLY NOW

Ostrow Reisin Berk & Abrams, Ltd. is an Equal Opportunity Employer and does not discriminate on the basis of race, religion, color, national origin, age, sex, gender, disability or any other characteristic protected by law.

Employee Benefits Consultant

The Employee Benefits Consultant is responsible for helping clients with the oversight, management, planning and compliance of employee benefit plans and activities. Advanced technical skills with employee benefit programs and compensation-related areas, along with superior qualified retirement plan skills. This role will have the individual spend most of their time with retirement plans and the rest with various other employee benefit programs, such as health & welfare plans. Being pro-active and having passion for the role with a desire to make a meaningful contribution to growing the employee benefits practice is preferred.

What we Offer:

• Flexible hours and a hybrid work model
• Dress for your day attire (jeans in the office and appropriate attire at clients)
• Tuition reimbursement on degrees of Masters in Accounting and Masters in Taxation
• Reimbursement for CPA exam
• Discounted gym membership
• Payment of CPE and professional membership costs
• Mentoring and Leadership Development Programs
• Fun firm sponsored social events
• Generous paid time off and holiday time
• 15% referral fee for bringing in new clients
• Competitive compensation package and broad range of insurance programs

Essential Duties:

• Review Form 5500 and 8955-SSA returns timely in a deadline-oriented environment.
• Bring significant retirement plan questions and suggested planning opportunities to the attention of the client.
• Research and propose resolutions to technical plan compliance matters.
• Complete and assess employer contribution allocations, plan valuations, participant statements and IRS plan compliance testing.
• Prepare client retirement plan illustrations, provide advisory plan design guidance, and prepare plan documents, as well as providing ongoing plan document support.
• Advise the client or client director as the liaison between the actuary and client on defined benefit plan contribution matters.
• Provide mentoring and on-the-job training to Form 5500 preparers.
• Assist directors and staff with plan document and operation interpretations, and advisement on plan compliance matters.
• Provide advisory service for and preparation of governmental employee benefit plan compliance corrections (VCP, SCP, DFVC, LFPRP, etc.) and filings.
• Participate in governmental employee benefit plan examinations and represent the client before the appropriate labor and taxing authorities.
• Assist clients with various qualified retirement plan and IRA rollovers, RMD calculations and trust interpretations for the account owners and beneficiaries.
• Develop the ability to recognize contribution opportunities, compliance issues, and expanded service opportunities with existing clients.
• Participate in the firm’s practice development efforts through involvement with referral sources, community, and industry activities.
• Perform other duties as assigned.

Education and Experience:

• At least 8+ years of employee benefits experience with majority of it working with qualified retirement plans, such as Defined Contribution and Defined Benefit plans.
• Strong technical knowledge of ERISA and IRS regulations pertaining to retirement plans.
• Prior experience in a consulting or professional services firm.
• Experience with FT Williams (Form 5500 and Form 8955-SSA) and Go File Room (or other file management software) strongly preferred.
• Bachelor’s degree in related field (preferably in a business discipline, such as accounting or finance).
• ASPPA or CPA credentials strongly preferred.

Preferred Experience:

• Strong attention to detail and deadlines, and ability to prioritize.
• Strong communication skills, both oral and written.
• Proficiency with Microsoft Office in particular Excel and Word software.
• Ability to demonstrate sound judgment and analyzing problems logically and comprehensively.
• Capable to perform work independently or as a member of a team.
• Ability to handle sensitive/confidential matters in a tactful and discreet manner.
• Ability to interface with a variety of management levels.
• Ability to think creatively in seeking optimal solutions for clients.

APPLY NOW

Ostrow Reisin Berk & Abrams, Ltd. is an Equal Opportunity Employer and does not discriminate on the basis of race, religion, color, national origin, age, sex, gender, disability or any other characteristic protected by law.

HR Director

ORBA is a certified public accounting and financial advisory firm where individuals and stakeholders of organizations go to build meaningful, one-on-one relationships with an experienced, resourceful, proactive business partner. What separates ORBA are the connections our clients develop in a one-on-one relationship with a proactive partner supported by the resources, people and expertise available within the firm. With exceptional employee retention rates and being honored as one of Chicago’s Top Workplaces (Chicago Tribune, 2021) and Top Workplaces USA (2022) by our very own staff, it is a fact that ORBA is a great place to work.

Position Summary:

The Human Resources Director develops, plans, leads, directs and coordinates the policies, activities and staff of the Human Resource (HR) department, ensuring legal compliance and implementation of the organization’s mission and talent strategy to provide an employee-orientated, high-performance culture that emphasizes empowerment, quality, productivity and standards, goal attainment and the recruitment and ongoing development of a superior workforce.

Supervisory Responsibilities:

• Oversee the daily workflow of the department.
• Collaboratively build and oversee the talent acquisitions strategies.
• Handle discipline and termination of employees in accordance with company policy.
• Facilitate professional development, training and certification activities with HR staff.

Duties/Responsibilities:

• Collaborate with senior leadership to understand and identify the organization’s goals and strategy related to staffing, recruiting and retention.
• Plan, lead, develop, coordinate and implement policies, processes, training, initiatives and surveys to support the organization’s human resource compliance and strategy needs.

• Administer or oversee the administration of human resource programs including, but not limited to: compensation, benefits and leave; disciplinary matters; disputes and investigations; performance and talent management, productivity, recognition, diversity and morale; occupational health and safety; and training and development.
• Conduct research and analysis of organizational trends including review of reports and metrics from the organization’s human resources information system (HRIS) or talent management system.
• Monitor and maintain the organization’s compliance with federal, state and local employment laws and regulations.
• Maintain knowledge of trends, best practices and new technologies in human resources and talent management, and apply this knowledge to communicate changes in policy, practice and resources to upper management.
• Develop and implement departmental budget.
• Direct ORBA’s Leadership Program.
• Provide coaching and support to mid and senior-level managers to improve their leadership effectiveness.
• Participate in committees and special projects.
• Lead the process of organizational development that plans, communicates and integrates the results of the firm-wide strategic plan for human capital, including but not limited to ORBA’s culture, advancement, change management and staffing.
• Perform other duties as required.

Required Skills/Abilities:

• Excellent verbal and written communication skills.
• Excellent interpersonal and negotiation skills.
• Excellent organizational skills and attention to detail.
• Excellent time management skills with a proven ability to meet deadlines.
• Strong analytical and problem-solving skills.
• Strong supervisory and leadership skills.
• Assertiveness in change implementation.
• Ability to adapt to the needs of the organization and its employees.
• Ability to prioritize tasks and to delegate them when appropriate.
• Thorough knowledge of employment-related laws and regulations.
• Proficiency with Microsoft Office Suite or related software.
• Proficiency with or ability to quickly learn the organization’s HRIS and talent management systems.

Education and Experience:

• Bachelor’s degree in Human Resources, Business Administration or related field required; Master’s degree preferred.
• At least ten years of human resource management experience in professional services required.
• SHRM-CP, SHRM-SCP, PHR or SPHR certifications highly preferred.

APPLY NOW

Ostrow Reisin Berk & Abrams, Ltd. is an Equal Opportunity Employer and does not discriminate on the basis of race, religion, color, national origin, age, sex, gender, disability or any other characteristic protected by law.

IT Help Desk Support Level 1

Benefits:

• Flexible hours and a hybrid work model
• Dress for your day attire (jeans in the office and appropriate attire at clients)
• Discounted gym membership
• Payment of CPE and professional membership costs
• Mentoring and Leadership Development Programs
• Fun firm sponsored social events
• Generous paid time off and holiday time
• 15% referral fee for bringing in new clients
• Competitive compensation package and broad range of insurance programs

Responsibilities:

• Provides first level desktop support and escalates as needed.
• This position is staffed on premise at the Corporate Headquarters in Downtown Chicago however you can periodically work from home. You will need to come to the office on a rotating schedule.
• Address user tickets regarding Desktops and Laptops as well as the VDI (VMware Horizon) and Remote Desktop Farm (Microsoft Remote Desktop Session Host) Environment: This includes the Operating System, Drivers, Network, Browsers, Software, Printers, Scanners, and other peripherals.
• Ability to determine when to direct unresolved issues to the next level of support personnel or when to reach out to vendor support.
• Assist in setting up new users with various hardware, software and user accounts.
• Assist in creating and deploying standardized departmental system images.
• Keep ORBA’s End-User Computing Environment up to date, free of vulnerabilities, patched and virus free.
• Documenting technical processes and procedures in an internalized Knowledge Management System.
• Ability to create detailed user documentation / guides and train end users in a way that is clear and straight forward for any level of user.
• Maintaining asset records for all deployed equipment as well as all available equipment.
• Will occasionally need to maneuver under and around tables, desks, and chairs.
• Will occasionally move up to 20 lbs. of IT equipment around the office and between floors

Required Qualifications:

• Excellent problem-solving and multitasking skills.
• Excellent Customer Service skills and confidence when working with users including C-level staff.
• Someone who is organized and methodical.
• Minimum 1+ year(s) in a Desktop Support / End User Computing Support level position including deploying machines, imaging machines, creating, and servicing images for machines. We use 100% Windows 10 Enterprise.
• Minimum 1+ year(s) using Microsoft Office 2019+ applications.
• Minimum 1+ year(s) using a ticketing system for Problem/Incident tracking, ticket triage, escalation, SLA. ITIL knowledge is preferred.
• Minimum 1+ year(s) of hands-on experience configuring users with Office 365 and/or Exchange 2016/2019.
• Minimum 1+ year(s) using Remote Management Tools to troubleshoot and resolve incidents e.g., Kaseya, N-able, Goverlan, ScreenConnect. Most users are remote, you must be comfortable troubleshooting issues remotely.
• Minimum 1+ year(s) of deploying software onto End-User machines.
• Conceptual knowledge of IT concepts e.g., Group Policy (Including Order of Processing, User vs Computer, Inheritance, Loopback), Organizational Units, GPUpdate, GPResult, PerfMon, Event Viewer, WinDbg (BSOD Crash Dumps), DISM, SysPrep, PXE, DHCP, IP Addressing, Subnets, VLANs, DNS, VPNs.
• Conceptual knowledge of IT security concepts e.g., Least Privileged Security (Audited / Restricted Local Admin Usage), 2-Factor Authentication Methods, Password Hygiene, ACLs,
• Conceptual knowledge of using VoIP Telephone Systems e.g., Cisco CUCM, Mitel, Avaya, 8×8, RingCentral, Vonage, and video conferencing / collaboration tools e.g., Microsoft Teams, WebEx, Zoom.
• Fast and Stable Home Internet Connection

APPLY NOW

Ostrow Reisin Berk & Abrams, Ltd. is an Equal Opportunity Employer and does not discriminate on the basis of race, religion, color, national origin, age, sex, gender, disability or any other characteristic protected by law.

Paraprofessional

ORBA is a certified public accounting and financial advisory firm where individuals and stakeholders of small to mid-sized organizations go to build meaningful, one-on-one relationships with an experienced, resourceful and proactive business partner. What separates ORBA are the connections our clients develop in a one-on-one relationship with a proactive partner supported by the resources, people and expertise available within the firm. With exceptional employee retention rates and being honored as one of Chicago’s Top Workplaces (Chicago Tribune, 2021) and Top Workplaces USA (2022) by our very own staff, it’s a fact that ORBA is a great place to work.

ORBA is looking for a Paraprofessional to support several directors across the firm. This role will have significant interaction with firm clients and will function as a client “relationship manager.”

What we offer:

• Flexible summer hours and convenient downtown Chicago location
• Dress for your day attire (jeans in the office and appropriate attire at clients)
• Discounted gym membership
• Mentoring and Leadership Development Programs
• Fun firm sponsored social events
• Generous paid time off and holiday time
• 15% referral fee for bringing in new clients
• Competitive compensation package and a broad range of insurance programs

Essential Job Functions:

• Handles regular correspondence with clients as delegated by Directors
• Performs bookkeeping and journal entries using QuickBooks
• Schedules appointments and keeps appointment calendars for multiple Directors using Microsoft Outlook.
• Makes travel arrangements
• Arranges for meetings and conferences and may take notes
• Receives, reads and routes incoming mail to Director
• Maintains files of correspondence and other records
• Maintains control files of matters in progress
• Enters Director’s time and expenses into appropriate system
• Prepares monthly invoices and account statements for each assigned Director
• Answers telephone and answers routine questions or routes calls to appropriate staff members
• Serves as backup to receptionist at regularly scheduled intervals
• Performs other duties as assigned

APPLY NOW

Ostrow Reisin Berk & Abrams, Ltd. is an Equal Opportunity Employer and does not discriminate on the basis of race, religion, color, national origin, age, sex, gender, disability or any other characteristic protected by law.

Senior Accountant

A client of ORBA’s is looking for a Senior Accountant. This is a hybrid opportunity and we’re looking for someone with experience working in the transportation industry.

What the work entails?

• Develop financial reporting packages
• Develop performance measures that support the Company’s strategic direction
• Participate in creation of the budget and monthly cash flow

In addition to that you will:

• Participate in key decisions as a member of the management team
• Maintain in-depth relations with all members of the management team
• Manage the accounting for all Companies and implement best practices for the accounting team to use

And also:

• Oversee the issuance of financial information
• Perform consolidated month-end close for multiple entities
• Prepare the monthly reporting package
• Assist in the quarter-end compilations and year-end review preparation

Desired qualifications:

• The candidate should have a bachelor’s degree in accounting and 2+ years of experience in public accounting
• The candidate should have experience with Intuit QuickBooks or a similar accounting software, experience in partnering with a management team.
• A high level of written and oral communication skills.
• Required to have strong interpersonal and organizational skills.
• The candidate should have experience working in the transportation industry

APPLY NOW

Ostrow Reisin Berk & Abrams, Ltd. is an Equal Opportunity Employer and does not discriminate on the basis of race, religion, color, national origin, age, sex, gender, disability or any other characteristic protected by law.

Senior Tax Manager

Position Summary:

The Senior Tax Manager is responsible for providing guidance to junior level tax staff on the completion of individual, corporate, partnership, and trust tax returns. They will also review the work of the tax preparer and correspond directly with the Director or Client.

Essential Duties:

• Review returns prepared by tax preparers.
• Bring significant tax questions and suggested planning opportunities to the attention of the Tax Director or Client.
• Research and propose resolution to technical tax matters.
• Complete tax returns timely in a deadline-oriented environment.
• Complete income tax projections and quarterly estimates.
• Demonstrate effective project management skills, inspire teamwork and responsibility with engagement team members, and use current technology and tools to enhance the effectiveness of deliverables and service.
• Maintain involvement in all aspects of client relationships.
• Provide supervision and on-the-job training to tax preparers.
• Participate in staff performance evaluations and provide verbal and written feedback.
• Mentor and develop the technical and professional skills of tax staff.
• Develop the ability to recognize tax issues, business problems and expanded service opportunities with existing clients.
• Participate in governmental tax examinations; represent the client before the appropriate taxing authorities.
• Develop an area of tax expertise.
• Participate in the firm’s practice development efforts through involvement with referral sources, community and industry activities.
• Perform other duties as assigned.

Education and Experience:

• At least 10+ years of experience preparing and reviewing complex individual, corporate, partnership and S-corp tax returns
• Bachelor’s degree in Accounting required
• Hold current CPA license
• Hold or working towards an advanced degree (MST or JD with Tax Emphasis)

Preferred Experience:

• Strong communication skills, both oral and written.
• Proficiency with Microsoft Office in particular Excel and Word, CCH Axcess, tax-planning software and cloud-based tax research software.
• Ability to demonstrate sound judgment and analyze problems logically and comprehensively, distinguishing between relevant and irrelevant information.
• Ability to work effectively in a team environment, as well as independently.
• Ability to handle sensitive/confidential matters in a tactful and discreet manner.
• Ability to interface with a variety of management levels.
• Ability to think creatively in seeking optimal solutions for clients.

Benefits:

• Flexible hours and a hybrid work model
• Dress for your day attire (jeans in the office and appropriate attire at clients)
• Tuition reimbursement on degrees of Masters in Accounting and Masters in Taxation
• Reimbursement for the CPA exam
• Discounted gym membership
• Payment of CPE and professional membership costs
• Mentoring and Leadership Development Programs
• Fun firm sponsored social events
• Generous paid time off and holiday time
• 15% referral fee for bringing in new clients
• Competitive compensation package and a broad range of insurance programs

APPLY NOW

Ostrow Reisin Berk & Abrams, Ltd. is an Equal Opportunity Employer and does not discriminate on the basis of race, religion, color, national origin, age, sex, gender, disability or any other characteristic protected by law.

Tax Director

Benefits:

• Flexible summer hours and convenient downtown Chicago location
• Dress for your day attire (jeans in the office and appropriate attire at clients)
• Discounted gym membership
• Mentoring and Leadership Development Programs
• Fun firm sponsored social events
• Generous paid time off and holiday time
• Competitive compensation package and a broad range of insurance programs
• Hybrid work schedule

Job Summary:

The Tax Director is responsible for applying industry specific knowledge to advise clients on tax implications, evaluating and selecting alternative actions to lessen tax burden and cost of compliance and identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In this role, the Tax Director is charged with applying knowledge to understand potential tax issues, and recognizing, communicating potential risks and potential changes in the tax policy, and making top-level decisions regarding filing, preparation and resolution of questions from federal / state agencies. The Tax Director actively participates in the marketing, networking and business development within an area of expertise and specialization while maintaining client relationships and acting as the primary contact for complex questions.

Duties and Responsibilities:

• Ensures both that clients comply with all federal state and local tax authorities, while at the same time minimizing their tax and reporting burdens
• Practices hands-on client service delivery
• Identifies complex issues to be researched by engagement team and provides research methodology for efficient research process
• Assists with developing, recommending and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients’ current and future taxes.
• Applies expert knowledge of the process of combining tax knowledge and knowledge of business/industry to recommend solutions and maximize results
• Applies general knowledge of multiple tax specialties (i.e. International, PTET, SALT, Estate Planning) for issue identification and resolution
• Recognized as industry expert in specialized field of taxation
• Use expertise to advise clients on tax implications and recommend alternative courses of action and identify different methods of compliance
• Ability to supervise a team
• Reviews work prepared by the team and provide review comments
• Acts as a Mentor  to associates, senior associates and managers
• Provides verbal and written performance feedback to associates, senior associates and managers

Education and Skills:

• Four-year degree in Accounting
• CPA or JD required
• Masters in Taxation is a plus
• LLM in Taxation is a plus
• Ten (10) or more years of prior public accounting experience
• Expertise in pass through entities (LLC’s, LLP’s, S Corporations) is required
• Possession of other professional degrees or certifications applicable to role beneficial
• Strong leadership and management skills
• Superior written and verbal communication skills
• Experience with tax research and planning software
• Capable of effectively developing and maintaining client relationships
• Possess people development and delegation skills, including training/instruction, with a positive attitude

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Ostrow Reisin Berk & Abrams, Ltd. is an Equal Opportunity Employer and does not discriminate on the basis of race, religion, color, national origin, age, sex, gender, disability or any other characteristic protected by law.

Tax Manager (Athletes and Entertainers)

Position Summary:

We are seeking Tax Managers to assist in our rapidly expanding Athletes and Entertainers practice area. This position is responsible for the review of complex individual income tax returns with multi-state filing requirements, as well as related entity level returns. The Tax Manager will provide guidance to junior level tax staff on the completion of various tax returns, be responsible for ongoing tax planning, responses to tax authority notices and inquiries and other financial issues that arise among these clients throughout the year.

Essential Duties:

• Review complex individual multi-state income tax returns and related corporate, partnership, trust and S-corporation tax returns prepared by experienced tax preparers
• Bring significant tax questions and suggested planning opportunities to the attention of the Tax Director or Client
• Research and propose resolution to technical tax matters
• Complete income tax projections and quarterly estimates
• Demonstrate effective project management skills, inspire teamwork and responsibility with engagement team members, and use current technology and tools to enhance the effectiveness of deliverables and service
• Maintain involvement in all aspects of client relationships
• Provide supervision and on-the-job training to tax preparers
• Participate in staff performance evaluations and provide verbal and written feedback
• Mentor and develop the technical and professional skills of tax staff
• Develop ability to recognize tax issues, business problems and expanded service opportunities with existing clients
• Respond to tax authorities appropriately
• Perform other duties as assigned

Education and Experience:

• At least 7 years of experience preparing and reviewing complex individual income tax returns with multi-state filing requirements
• Experience preparing and reviewing corporate, partnership and S-corporation tax returns
• Experience working with athletes and entertainers preferred
• Bachelor’s degree in Accounting and current CPA license
• Hold or working towards an advanced degree (MST or JD with Tax Emphasis) preferred

Skills:

• Strong communication skills, both oral and written
• Proficiency with Microsoft Office in particular Excel and Word, Axcess, GoSystem, tax-planning software and cloud-based tax research software
• Ability to demonstrate sound judgment and analyzing problems logically and comprehensively, distinguishing between relevant and irrelevant information
• Ability to work effectively in a team environment, as well as independently
• Ability to handle sensitive/confidential matters in a tactful and discreet manner
• Ability to interface with a variety of management levels
• Ability to think creatively in seeking optimal solutions for clients

Benefits:

• Flexible hours and a hybrid work model
• Dress for your day attire (jeans in the office and appropriate attire at clients)
• Tuition reimbursement on degrees of Masters in Accounting and Masters in Taxation
• Reimbursement for the CPA exam
• Discounted gym membership
• Payment of CPE and professional membership costs
• Mentoring and Leadership Development Programs
• Fun firm sponsored social events
• Generous paid time off and holiday time
• 15% referral fee for bringing in new clients
• Competitive compensation package and a broad range of insurance programs

APPLY NOW

Ostrow Reisin Berk & Abrams, Ltd. is an Equal Opportunity Employer and does not discriminate on the basis of race, religion, color, national origin, age, sex, gender, disability or any other characteristic protected by law.

Tax Senior (Athletes and Entertainers)

Position Summary:

We are seeking experienced tax preparers to assist in our rapidly expanding Athletes and Entertainers practice area. This position will be responsible for preparing, organizing and coordinating clients’ tax data for the accurate, timely completion of complex individual income tax returns with multi-state filing requirements. In addition, the right person will handle ongoing tax planning and other financial issues that arise through-out the year.

Essential Duties:

• Review tax information submitted by client for completeness; meet/call clients with questions
• Possess knowledge of tax regulations in order to answer clients’ questions
• Prepare complex individual multi-state income tax returns and related corporate, partnership, trust and S-corporation tax returns as needed
• Prepare personal tax projections
• Respond to tax notices
• Perform tax research projects
• Work with confidential client matters
• Perform other duties as may be assigned

Education and Experience:

• Bachelor’s degree in Accounting required
• Minimum of 2 years of tax experience
• Hold current CPA license or has passed parts of the CPA exam
• Experience preparing complex individual income tax returns with multi-state and local issues required
• Experience working with athletes and entertainers preferred

Skills:

• Strong communication skills, both oral and written
• Proficiency with Microsoft Office in particular Excel and Word
• Proficiency with Axcess and GoSystem preferred
• Ability to demonstrate sound judgment and analyzing problems logically and comprehensively, distinguishing between relevant and irrelevant information
• Ability to work effectively in a team environment as well as independently
• Ability to handle sensitive/confidential matters in a tactful and discreet manner
• Ability to interface with a variety of management levels

Benefits:

• Flexible hours and a hybrid work model
• Dress for your day attire (jeans in the office and appropriate attire at clients)
• Tuition reimbursement on degrees of Masters in Accounting and Masters in Taxation
• Reimbursement for the CPA exam
• Discounted gym membership
• Payment of CPE and professional membership costs
• Mentoring and Leadership Development Programs
• Fun firm sponsored social events
• Generous paid time off and holiday time
• 15% referral fee for bringing in new clients
• Competitive compensation package and a broad range of insurance programs

APPLY NOW

Ostrow Reisin Berk & Abrams, Ltd. is an Equal Opportunity Employer and does not discriminate on the basis of race, religion, color, national origin, age, sex, gender, disability or any other characteristic protected by law.