Senior Tax Analyst

Overview

Crescent Grove Advisors is a boutique Registered Investment Advisor. Our firm provides sophisticated, objective investment and financial guidance to individuals and their families, and to institutions, endowments and foundations. By aligning our disciplined process and deep expertise with clients’ unique needs and priorities, we offer informed advice and quality solutions that address clients’ specific concerns and aspirations.

Equal Employment Opportunity

Crescent Grove Advisors is an equal opportunity employer. We are committed to providing equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, ancestry, age, disability, genetic information, veteran status, or any other status protected by applicable law.

Position: Senior Tax Analyst

Locations: Lake Forest, IL | Milwaukee, WI | Atlanta, GA

Position Type: Full-Time | In-Person

Compensation

The anticipated annual base salary range for this full-time position is $100,000 - $130,000, based on qualifications, experience, and relevant skills. 

This position is also eligible for quarterly incentive bonus compensation, subject to applicable company policies and performance criteria.

Benefits

Crescent Grove Advisors offers a comprehensive benefits package to eligible employees, which include:

• Medical, dental, vision, and life insurance
• 401(k) retirement savings plan with employer contributions
• Paid time off and paid NYSE holidays
• Paid sick leave and other applicable leave benefits
• Health Savings Account (HSA) and/or Flexible Spending Account (FSA) options

*Benefits are subject to applicable plan terms and eligibility requirements.

Responsibilities

The responsibilities of a Senior Tax Analyst include:

• Review complex individual and trust income tax returns
• Research and develop comprehensive tax strategies and solutions
• Develop and review comprehensive tax projections, estimated tax calculations, and multiyear planning scenarios.
• Identify and evaluate tax planning opportunities involving wealth transfers, charitable giving, estate planning, and business transactions.
• Assist in resolving complex tax notices, inquiries, and issues involving taxing authorities.
• Support advisors and analysts in income and estate tax planning, quarterly income tax projections, and compliance
• Assist in educating team members regarding tax law developments and opportunities
• Complete partner and S corporation shareholder basis reconstruction
• Supervise a multitude of unique tax projects
• Manage inquiries from both deferral and state tax authorities
• Mentor and provide technical guidance to Tax Associates and Tax Analysts, as assigned.
• Identify opportunities to improve tax workflows, internal controls, technology utilization, and service delivery.
• Monitor changes in tax law and assess their implications for clients and the firm.
• Maintain the highest standards of confidentiality, professional judgment, and regulatory compliance.

Qualifications

• CPA or Enrolled Agent designation
• Bachelor's degree in accounting, finance, or a closely related field.
• 5+ years of public accounting experience preparing and/or reviewing individual and fiduciary income tax returns preferred
• Knowledge of multistate, complex individual, trust, estate, gift, and partnership taxation
• Experience with GoSystem, Bloomberg Law Tax Research, and K1X preferred

*Any offer of employment is contingent upon successful completion of applicable pre-employment screening, which may include background checks and drug testing, conducted in accordance with federal, state, and local laws.