Apply on Employer Site

Santa Barbara Management · 2 months ago

Associate, Tax Compliance & Strategy

Greater Chicago Area

Full-time

Onsite

Entry Level

2+ years exp

Santa Barbara Management is a family office designed to enable exceptional builders and their families to thrive. The Associate on the Tax Compliance and Strategy team will support day-to-day client engagements, prepare complex tax returns, and engage with ultra-high-net-worth clients while developing technical and leadership skills in a supportive environment.

Asset ManagementFinancial ServicesWealth Management

Hiring Manager

Jana Goyette

Responsibilities

Prepare individual, trust, and entity workpapers, including where applicable allocations, and supporting schedules for tax filings

Draft individual, trust, and entity tax returns with attention to accuracy and detail

Gather and organize financial data, investor information, and source documents from clients and advisors

Track investor-level tax attributes including residency, withholdings, and elections

Review draft returns for consistency with internal financial records and planning objectives

Prepare materials for client meetings and support senior team members on compliance and advisory projects

Maintain organized, audit-ready files with comprehensive documentation of tax positions and correspondence

Keep tax files, trackers, and estimate schedules current and consistently organized

Respond to IRS and state tax notices and coordinate resolution with external advisors

Support tax planning work specifically in the context of individual and family planning, trusts, private foundations, and charitable giving strategies

Communicate proactively with clients to manage expectations and meet deadlines

Flag technical issues and ask clarifying questions before sending work for partner or senior manager review

Use tax software effectively to track, analyze, and support filings

Recommend improvements to workflows, documentation standards, and internal processes

Qualification

Tax complianceTax planningCPATax researchProject managementEntrepreneurial mindsetCommunication skillsTime management

Required

2+ years of relevant experience

Entrepreneurial mindset with the ability to operate effectively in a lean, fast-moving environment

A desire to work in a performance oriented meritocracy that rewards entrepreneurial thinking, high quality work product, and that embraces a low-ego 'roll-up-your sleeves, no task is too small' mentality

Strong written and verbal communication skills

Excellent project management and time management skills

Tax research skills