ECG Resources, Inc. · 1 week ago
Tax Strategy Associate
Chicago, IL
Full-time
Hybrid
Mid Level
3+ years expECG Resources, Inc. is a long-established private family office in downtown Chicago seeking a Tax Strategy Associate to support senior leadership in delivering integrated tax, estate, and wealth planning for an ultra-high-net-worth family. This role involves complex tax planning, entity structuring, and collaboration with senior advisors while providing exposure to the full financial picture.
ConsultingRecruitingStaffing Agency
Hiring Manager
Avigayil Becker
Responsibilities
Coordinate tax planning and compliance with external CPA firms and tax advisors
Assist with complex tax-driven planning, including entity structuring and gift strategies
Prepare and track charitable and personal gifts of stock and cash
Support wealth planning by modeling cash flow, estate, and tax planning scenarios
Review, summarize, and analyze trust, partnership, and entity agreements
Work closely with internal teams and external advisors, including attorneys, banks, and investment managers
Handle transactions, account openings, and related client documentation with discretion and accuracy
Research and resolve client matters involving taxes, banking, insurance, and household financial needs
Qualification
Required
3+ years of experience in public accounting, with a focus on individual, trust, or entity taxation
Tax Seniors strongly encouraged to apply
Interest in expanding into wealth planning, trusts, investments, and estate planning. Training provided
Strong analytical skills and comfort working directly with sophisticated clients and advisors
Proficiency with Microsoft Office required
Preferred
Experience with eMoney or CRM tools a plus
Company
ECG Resources, Inc.
ECG Resources is an executive search firm focused on placing high caliber candidates in strategic roles within the Wealth Management arena throughout the United States.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase