Tax Analyst

OverviewCrescent 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 OpportunityCrescent 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: Tax AnalystLocations: Lake Forest, IL | Milwaukee, WI | Atlanta, GAPosition Type: Full-Time | In-PersonCompensationThe anticipated annual base salary range for this full-time position is $80,000 - $100,000, 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.BenefitsCrescent Grove Advisors offers a comprehensive benefits package to eligible employees, which include:Medical, dental, vision, and life insurance401(k) retirement savings plan with employer contributionsPaid time off and paid NYSE holidaysPaid sick leave and other applicable leave benefitsHealth Savings Account (HSA) and/or Flexible Spending Account (FSA) options*Benefits are subject to applicable plan terms and eligibility requirements.ResponsibilitiesThe responsibilities of a Tax Analyst at Crescent Grove Advisors include:Review complex individual and trust income tax returnsResearch and develop comprehensive tax strategies and solutionsSupport advisors and analysts in income and estate tax planning, quarterly income tax projections, and complianceAssist in educating team members regarding tax law developments and opportunitiesComplete partner and S corporation shareholder basis reconstructionSupervise a multitude of unique tax projectsManage inquiries from both deferral and state tax authoritiesRequired QualificationsCPA or Enrolled Agent designationBachelor's degree in accounting, finance, or a closely related field.Minimum 3–5 years of public accounting experience preparing and/or reviewing individual and fiduciary income tax returns preferredKnowledge of multistate, complex individual, trust, estate, gift, and partnership taxationExperience 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.To apply please contact us at .