Tax Preparer


Title: Tax Preparer
Location: Downers Grove, Lake Bluff


JMG Financial Group, Ltd. is one of the largest independently owned fee-based wealth management firms in the Chicago area. JMG provides wealth management services to corporate executives and high net worth individuals.   Investment News recently announced JMG as #1 Best Places to Work for Financial Advisors for 2018.

Job Responsibilities and Duties

  • Proficient in preparing all tax forms for filing:
    • Individuals and Trusts: 1040, 1041
    • Entity Returns: 1065, 1120
    • Gift Tax: 709
    • Estate: 706
    • Foundations: 990
    • All State related returns for the above
  • Calculating quarterly estimated payments and extensions for all of the above returns
  • Prepare income tax projections for individuals
  • Prepare, consolidate and review original documentation as provided by client. Also prepare working papers by organizing and reviewing the documents within the Work Papers Module of Ultra Tax
  • Assist in the preparation of Client Financial Planning reports which consist of clients net worth, asset allocation, asset accumulation / depletion, estate tax and tax projection
  • Streamline procedures and offer recommendations on how the tax filing process can run more efficiently
  • Help train staff accountants and develop firm-wide tax training discussions and seminars

Tax Preparer Required Qualifications

  • BA or BS degree in accounting or tax from accredited university
  • CPA education is an advantage
  • One to three years of experience working as a tax preparer


Base salary plus overtime, bonuses and full benefits including health, dental and profit sharing. Salary history must be included for consideration.

JMG is an equal opportunity employer.

To Apply

Your resume and cover letter referring to this posting is required to be considered. Applicants can send their resume and cover letter to JMG Financial Group via fax to (630) 571-3821 or in an email to [email protected]. NO attachments should be included with your email. Any email with an attachment will not be considered. Include all relevant information in the body of the e-mail, including a cover letter referring to this posting. NO phone calls please.  In addition, applicants can also submit their contact information along with resume and cover letter in PDF format in the form below:

*Please note that due to security reasons, we will only accept files in PDF format, no larger than 50MB in size.