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Republic Bank Of Chicago · 1 day ago

Director of Tax - Family Office and Real Estate

Greater Chicago Area

Full-time

Onsite

Senior Level, Lead/Staff

$145K/yr - $165K/yr

10+ years exp

Republic Bank Of Chicago, through its affiliate Inter Continental Real Estate and Development Corporation, is seeking a Director of Tax for their Family Office. The role involves overseeing tax compliance and planning for various operating businesses and real estate activities while providing strategic direction for tax initiatives.

BankingFinanceFinancial ServicesInsuranceLending

Responsibilities

Fostering a positive and high performing culture across the Family Office and the ICD family of companies

Working with Company Ownership to set and achieve goals

Recruiting, developing, and retaining high performing personnel with the help of our HR function

Monitoring and continuously upgrading our tax policies and procedures to ensure performance, efficiency and compliance

Overseeing all outside tax advisers regarding specialty advice which may include, Tax Free Exchanges, Opportunity Zones, Tax Credits, Foreign, SALT, and other similar areas with a focus on strategic direction, tactical execution, and cost containment

Assisting with ongoing multi-generational estate & gift tax planning for Company Ownership in conjunction with our Family Office General Counsel and with outside estate planning legal counsel

Coordinating and managing tax efficiency across the Family Office including evaluating after tax returns on various investment alternatives and overseeing and budgeting for estimated tax payments across the Family Office in conjunction with the Family Office CFO and outside financial advisers

Coordinating tax planning in conjunction with the Family Office General Counsel and outside tax advisers

Continuously working with our IT Director to optimize adoption of technology enhancements, improved information reporting, and securing confidentiality of proprietary data

Coordinating and leading internal and external teams to achieve Family Office initiatives

Qualification

Certified Public Accountant (CPA)Real estate tax experienceFamily Office experienceMicrosoft GPLacerte TaxGeneral business tax experienceMicrosoft Office suiteAnalytical skillsEffective communicationOrganizational skillsTime management

Required

Certified Public Accountant (CPA) designation highly desired and preferably a Masters or other degree in Tax, Accounting, Finance, Real Estate, or a related field

Minimum of 10+ years of experience representing or working for entrepreneurial closely held enterprises or Family Offices, with at least 2 years in a leadership role at a CPA firm, or Family Office or internally at a closely held business

Strong real estate tax experience ideally in all dimensions including acquisitions, dispositions, property development, property management and ownership structuring across a range of property types

Strong general business tax experience preferably across a range of industries

Proficiency with Microsoft GP and Lacerte Tax strongly preferred

Substantial experience with Microsoft Office suite including most notably Excel

General knowledge of foreign income disclosure and reporting is a plus

Experience working in or with a Family Office is preferred with adaptability and flexibility to shift projects and balance priorities

Lifetime learner and able to quickly get up to speed on new initiatives

Effective communication and people skills, with the ability to work collaboratively in a team environment

Excellent analytical skills and attention to detail

Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines

Ability to be in the office on a full-time basis

Preferred

Proficiency with Microsoft GP and Lacerte Tax strongly preferred

Experience working in or with a Family Office is preferred with adaptability and flexibility to shift projects and balance priorities

Benefits

Discretionary annual performance bonus

Generous Paid Time off to help you rest, recharge, and take care of what matters most

Health, dental, and vision insurance with tax-advantaged FSA and HSA account options

Retirement benefits including 401k plan with attractive employer match

Parental Leave for both primary and secondary caregivers

Short-term and long-term disability coverage for long-term income security

Basic Life and AD&D insurance with elective additional coverage for you, your spouse, or children

Mental health and wellness benefits including Headspace meditation app subscription, Wellable app subscription with company-wide team and individual competitive challenges, and access to our Employee Assistance Program