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 1600
455 N. Cityfront Plaza Drive
Chicago, IL 60611

Administrative Assistant

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.

ACCOUNTING SERVICES SENIOR

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.

Accounting Services Specialist

Position Summary:

The Accounting Services Specialist 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, and payroll tax/sales tax reporting. This position will also be heavily involved in various one off and ongoing client and department related projects. There is one-on-one communication with clients. This position will assist with internal training of staff to serve our clients efficiently and effectively.

What We Offer:

• Flexible 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
• Salary is market based with overtime and merit increases
• Tremendous growth opportunities in a diverse and less structured working environment

Essential Job Functions:

• Process financial statements and all related payroll, or sales tax returns personally assigned within the accounting services department
• Assist with 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
• Various one off and ongoing client and department projects
• Perform research on technical matters as directed by directors
• Assist department head and directors with special client projects
• Efficiently maintain daily record of time spent on engagements
• Travel to clients 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
  Ability to manage time and meet specific deadlines while juggling multiple projects
  Proficient knowledge of QuickBooks Online and Desktop
  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.

Audit Manager

Position Summary:

The audit manager is responsible for all phases of project and engagement management for multiple clients. Responsibilities include planning, directing and completing audits, developing and managing staff and reviewing financial statements and related technical accounting issues.

What We Offer:

• Flexible 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
• Salary is market based with overtime and merit increases
• Tremendous growth opportunities in a diverse and less structured working environment

Essential Job Functions:

• Adhere to the highest degree of professional standards and strict client confidentiality
• 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.  
• Oversee risk assessment prior to the beginning of an audit engagement. 
• Manage, direct and monitor client services teams on multiple engagements
• Plan, execute and direct complete audits
• Understand and manage firm risk on audits and proposals
• Manage, develop, train and mentor staff on projects and assess performance for engagement and year-end reviews
• Maintain active communication with clients to manage expectations, ensure satisfaction, make sure deadlines are met and lead change efforts effectively
• Consult, work with and service client base to make recommendations on business and process improvement and serve as a business s advisor to client
• Work closely with partners, managers and staff to integrate practice development skills into a team approach to client service and new business development
• Perform other miscellaneous duties and special projects as assigned

Education and Experience:

• B.S. in Accounting or Finance and a CPA
• 5 to 7 years of progressive audit experience in public accounting or equivalent with experience in a medium to large sized public accounting firm.

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

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.

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.

Director of Family Office Services

ORBA OVERVIEW:

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’s a fact that ORBA is a great place to work.

JOB SUMMARY:

The Director of Family Office Services will consult with clients on wealth strategies while overseeing and reviewing investments amongst financial and legal professionals. They will establish and maintain a financial and operating environment that will focus on the family’s core values.  The Director of Family Office Services will be responsible for the development of the structure of and business development for the Family Office service line. 

DUTIES AND RESPONSIBLITIES:

• Oversee the family assets, investments, properties, trusts and other interests
• Coordinate the preparation of financial statements and tax returns
• Direct both business and personal tax and financial items, including quarterly estimates, gift letters, trust milestones, insurances, etc.
• Provide document management services
• Supervise personal bill paying and bookkeeping services
• Setup and maintain a “Help line” for using software, password management & other financial interactions like portals & dashboards, bank/brokerage accounts, loans
• Present and run quarterly, semi-annual, or annual meetings with family members
• Support the financial education of younger generations
• Assist with charitable planning, including screening of qualified organizations
• Manage estate and gift planning, including consultation and annual review
• Supervise and develop the Family Office team
• Develop and implement processes and structures in support of departmental growth   
• Execute business development activities to grow the Family Office service line

EDUCATION AND EXPERIENCE:

• 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

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
• 15% referral fee for bringing in new clients
• Competitive compensation package and a broad range of insurance programs
• Hybrid work schedule

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.

Head of Audit and Assurance Services

Position Summary:

The Head of the Audit and Assurance Services Department is responsible for leadership, direction and guidance of department activities to ensure the short and long-term profitability and growth of the department.  Advanced technical knowledge in Audit and Assurance Services standards, along with excellent management and supervisory skills are required. The head of this department will spend approximately 75% of their time on department management and 25% on client work.

Summary of Job Functions:

Leadership
Coordinate with CEO/Board/COO, industry groups, Audit & Assurance Directors, Managers/ Senior Staff, learning and professional development group.

Innovation and Strategy
Methodology, process and standardization, technology, outsourcing/ offshoring.

Quality and Risk Management
Oversight/coordination with Quality Control Director, risk management, document retention and destruction, and training.

Management
Client (reporting, engagement performance monitoring, client acceptance), Staff (professional development, scheduling, and utilization).

Talent Development
Provide guidance, mentorship and support to Managers and Professional Staff. Identify training needs and opportunities for professional growth among Managers and Professional Staff. Foster a collaborative and motivated work environment.

Essential Job Functions:

Head of the Audit and Assurance Services Department

• Review Audit and Assurance Services department utilization and assignment of work to the appropriate Staff.
• Assess staffing and skill levels needed to match the firm’s current and future client needs.
• Maintain oversight of training, development and advancement of all professional Staff within the Audit and Assurance department consistent with the firm’s growth plans.
• Oversee client acceptance and terminations if necessary.
• Manage the department’s timely completion of Audit and Assurance Services work.
• Maintain overall quality of work product including reviewing/maintaining consistent audit methodologies and processes.
• Regularly organize and lead Audit and Assurance Services department meetings.
• Oversee all administrative individuals and processes involved within the Audit and Assurance Services department.
• Communicate Audit and Assurance Services information among our clients and professionals within the firm.
• Oversee research and technical information developed within the department.
• Maintain the firm’s Audit and Assurance Services library, including all research tools and software.
• Oversee, understand, and evaluate the technological needs of the Audit and Assurance Services department.
• Report to Chief Executive Officer on a regular basis with status and updates within the department.
• Contribute to the hiring process for professional Staff as needed, including interviewing.

Practicing Audit and Assurance Services Director

• Manage Audit and Assurance Services engagement teams, as well as research projects, to achieve an accurate and efficient product.
• Possess expert knowledge and experience with financial statement review and technical issues.
• Possess a complete knowledge of the firm’s philosophy and its opinions on Audit and Assurance Services matters. 
• Participate in firm’s practice development efforts through involvement with referral sources, community, and industry activities.
• Utilize skills developed over time to continue being an authoritative resource in the community, locally and nationally.

Required Skills/ Abilities:

• Strong communication skills, both oral and written.
• Strong team building experience with proven success.
• 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 all levels of the organization, including the management team.
• Strong negotiation and persuasion skills.
• Proficiency with CCH Axcess, planning software, online research software and Microsoft Office-in particular Excel and Word.

Education and Experience:

• At least 12 years of experience in public accounting, demonstrating a proven progression in Audit and Assurance Services complexity, scope, and research. 
• Minimum of 6 years of experience supervising and directing client work of Audit and Assurance Services professionals and 2 years in a management role as a department leader.
• Bachelor’s degree in accounting required.
• Current and valid CPA required.

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 Desk Support

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.
• 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

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.

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

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 Manager

Position Summary:

The Tax Manager is responsible for the efficient, accurate, and timely completion of income tax returns, proactively drives tax planning and tax consulting efforts, and serves as the primary day to day client contact, highly communicative and collaborates across the organization. Advanced technical skills in a variety of tax and accounting areas, along with well developed and applied management and supervisory skills are required.  The Tax Manager makes decisions on all but the most unusual tax situations.

What We Offer:

• Flexible 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
• Salary is market based with overtime and merit increases
• Tremendous growth opportunities in a diverse and less structured working environment

Essential Job Functions:

• Technical acumen and technology
  • Remains up to date with new technologies and leverages firm technology to maximize team productivity and efficiency.
  • Demonstrates expertise in specialized tax subject matter.
  • Consistently demonstrate ownership and accountability for all assigned clients and projects.
  • Performs technical tax review and approval of all assigned projects and identifies basic, complex, and advanced issues, as applicable, during the engagement.
  • Tax technical skills encompasses various income tax types (e.g., form 1065, 1120-S, 1040), including multi-state matters (e.g., allocation and apportionment, pass through entity tax) 
  • Demonstrates the ability to provide quality tax planning to clients that encompasses the clients’ full business needs.
  • Maintains knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate.
  • Manages tax research, the accuracy of the conclusion reached and ensures proper documentation of researched matters.
  • Manages special projects as requested from time to time by the directors.
  • Manages governmental tax examinations; may represent the client before the appropriate taxing authorities.
  • Possesses a complete knowledge of the firm’s philosophy and its opinions on tax matters. 
  • Performs other duties as may be assigned.
• Interpersonal and leadership
  • Serves as the primary day to day contact for clients.
  • Demonstrates deep and thorough understanding of the client’s objectives and goals.
  • Provides timely and accurate responses to client inquiries.
  • Communicates confidently and persuasively with team members and clients.
  • Provides open communication and real time feedback to staff to promote a positive learning environment.
  • Effectively communicates all aspects of work performed to clients, partners, and staff.
  • Participates actively in client meetings and tax planning efforts.
  • Stays up to date on technical matters and timely shares technical developments within the department.
  • Continually enhances your technical knowledge as well as the technical skills of staff members.
  • Supervises staff and seniors, provides feedback to them and evaluates their progress, and offers guidance and direction.
  • Identifies staff qualifications and reviews staff assignments, making sure they align with qualifications.
  • Works to develop responsible, trained staff by assisting in recruiting, performance evaluations, developing training aids, and acting as an instructor in professional development programs.
  • Supervises tax staff, provides on the job training, and provides mentorship.
  • Acts as a resource for associates and senior associates.
• Operational acumen
  • Applies the concepts of engagement profitability and budget monitoring to ensure that projects are concluded timely and profitably.
  • Review and finalize billing matters, including timely procurement of payments.
  • Delegates (and provides on the job training, as needed) effectively to staff for purposes of the staff’s professional growth.
  • Takes responsibility for the staff’s timely and accurate completion of delegated assignments.
  • Attuned to subordinate staff’s skill set and professional aspirations and proactively provides mentorship and guidance.
  • Demonstrates comprehensive knowledge of the firm’s philosophy, reports, policies and opinions on technical matters.
  • Manages staff workloads to minimize non productive time and mitigate excessive overtime.
  • Demonstrates responsibility for all phases of multiple engagements; demonstrates exceptional time management / multi tasking skills on multiple engagements; and follows engagement planning and staff assignments
• Business development
  • Develops new client contacts and relationships that are beneficial to the firm.
  • Develops business opportunity leads and actively engages in networking opportunities.
  • Recognizes opportunities to provide additional services to current clients and demonstrates ability to cross sell firm’s services.
  • Demonstrates ability to initiate, nurture and develop relationships with prospective clients.
  • Participates in firm’s practice development efforts through involvement with referral sources, community and industry activities.

Education and Experience:

• At least 5 years of experience in public accounting, demonstrating a proven progression in tax return complexity, scope and research.
• At least 2 years experience representing clients before taxing authorities.
• Minimum of 2 years of experience supervising and directing work of tax associates and senior associates.
• Bachelor’s degree in accounting required and Master’s degree in taxation required or similar advanced degree.
• Current and valid CPA required.

Skills:

• Strong communication skills, both oral and written
• Proficiency with Microsoft Office in particular Excel and Word, CCH Axcess, BNA income tax planner, and online research tools.
• 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.
• Strong negotiation and persuasion skills.

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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.