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

Accounting Manager, Cloud Services

Position Summary:

The Accounting Manager will work closely with assigned small business clients and be a key resource for them.  This will be a client-facing role, so we are looking for someone who has excellent interpersonal skills on all levels.

Duties and Responsibilities:

• Teach and mentor Associates to help them learn key accounting, budgeting, and forecasting  concepts
• Create a high-touch, trusting relationship with your assigned clients
• Review monthly client financials prepared by Associates
• Ensure all balance sheet account reconciliations are in order and be able to dig in and find problems when they’re not
• Explain variances to prior periods and budgets
• Update cash flow projections and ensure your clients understand their cash position and future
• Be a key internal accounting resource for our team when they have questions about other clients.

Experience and Skills: 

• Prior experience as an Accounting Manager/Controller
• Five plus years of experience
• Proficiency in QuickBooks
• Proficiency in Excel.
• 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

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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.

Accounting Team Lead, Cloud Services 

Position Summary:

We are an elite accounting firm headquartered in downtown Chicago in the NBC Tower that allows 100% remote work by anyone in the USA. Our team is seeking an Accounting Team Leader who will mesh well with our team and our clients. Our team is one of the business functions within ORBA, and we offer a unique mix of both a small company feel with the support of a larger firm.

Essential Job Functions:

• Be a mentor to your team to ensure they have a proper growth path within our firm
• Hold weekly team (pod) meetings to discuss any client issues and team capacity constraints
• Meet weekly with other team leaders and VP of Client Services to discuss new client staffing and departmental issues
• Hold monthly 1 on 1 with each person on your team to discuss their development and happiness
• Perform quarterly and annual performance reviews for each team member to hold them accountable and ensure their progression
• Shadow your teams’ monthly client meetings to give them feedback about their client communication
• Survey clients each month to ensure their happiness with your team
• Serve as an escalation point for clients when they are unhappy with your teams’ service level.
• Analyze profit margins by client to ensure we’re delivery high quality and profitable work to our clients.

Experience and Skills:

• Prior experience in a client services accounting role
• Prior experience as an Accounting Manager/Controller
• Proficiency in QuickBooks and/or NetSuite
• Proficiency in Excel
• Able to simplify accounting concepts down into layman terms
• Proven ability to lead and manage a team while being able to take the initiative to problem solve
• Excellent verbal and written communication
• Effective at time management, efficient planning and organizing
• Strong attention to detail and accuracy
• Experience working in a team environment with excellent problem solving 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.

Accounting Services Associate

Position Summary:

The Accounting Services Associate is responsible for processing assigned client engagements within the department in a cost-effective and professional manner. This is a hybrid position located in our Salt Lake City office. 

Essential Job Function: 

• Prepare bank reconciliations monthly and month-end bookkeeping as needed
• Maintain daily record of time spent on engagements
• Assure timely turnaround of assigned and supervised engagements
• Knowledge of payroll and sales tax returns preparation and annual W-2’s and 1099’s preparation is a plus

Experience and Skills: 

• Associate’s degree in Accounting preferred
• 2+ years of bookkeeping and accounting experience, public accounting experience a plus
• Knowledge of QuickBooks (Desktop/Online) software
• Strong communication skills, both oral and written
• Advanced proficiency with Microsoft Office, in particular Excel and Outlook
• Ability to function in both remote and in-person team environments
• Ability to multi-task and manage deadlines
• Knowledge of ClickUp, Tax1099, Xero, and/or Sage Intacct is a plus

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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.

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 Job Functions: 

• 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.

Experience and Skills: 

• 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)
• 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.

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

Position Summary:

The Tax Director is responsible for applying industry specific knowledge to advise clients on the tax implications evaluating and selecting alternative actions to lessen tax burden and cost of compliance, 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

Essential Job Functions:

• 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

Experience 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 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.

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 / multitasking 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.

Experience and Skills:

• 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.
• 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.

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:

As a Senior you will prepare complex tax filings, review less complex returns and related working papers, engage in research tax projects, start to develop an area of tax specialization, begin to have regular client interactions, and periodically present at internal events.

Essential Job Functions:

• 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 individual, corporate, partnership, trust and S-corp tax returns of various complexities
• Prepare amended returns of any variety and complexity
• Prepare personal tax projections
• Respond to tax notices of any sort
• Perform tax research projects
• Prepare employee benefit plan tax returns, carryback returns for NOL’s and payroll tax returns
• Make adjusting entries and complete trial balances in order to prepare a tax return.
• Maintain a good understanding of depreciation and depreciation computer software package in order to set up clients and read and understand depreciation reports
• Prepare tax accruals as may be required in preparing corporate tax returns
• Work with confidential client matters while being the client’s day to day point of contact and develop strong professional relationships
• Begin to participate in firm’s practice development efforts through involvement with referral sources, community and industry activities
• Perform other duties as may be assigned

Qualifications and Skills:

• 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 individual, corporate and partnership tax returns are required
• Experience preparing trusts, 990s and 5500s are a plus
• Multi-state tax experience is a plus
• Communicate effectively with clients and colleagues, while proactively assisting in problem solving, helping to solve complex business issues from strategy to execution.
• Proficiency with Microsoft Office in particular Excel and Word
• Proficiency with Axcess, GoSystem required
• 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

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.

Essential Job Functions:

• Adhere to the highest degree of professional standards and strict client confidentiality
• 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

Experience and Skills:

• 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.
• 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 Job Functions:

• 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 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.

Experience and Skills: 

• 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 non-for-profit clients
• 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.