Your Future Team As a trusted wealth partner, our team is focused on delivering a seamless, fully integrated experience that brings together every aspect of your clients’ financial lives. By offering comprehensive …
Contract Marketing Specialist - SEO & Content Copywriter
Chicago, Illinois, United States · Hybrid
$40/hr–$43/hr
Mid level$645M raised
Our Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash …
Skills: SEO Copywriting, Content Strategy, Keyword Research, AEO, GEO
Client Service and Operations Associate - Hightower Westchester
Harrison, New York, United States · On-site
$85k–$95k/yr
Mid level$645M raised
Your Future Team Hightower Westchester is a fast-paced, thriving financial advisory practice based in Harrison, New York. We are a client-centric team that provides a holistic approach to wealth management. We're searchi…
Your Future Team Treasury Partners operates as an advisory practice within Hightower Advisors, a financial services company. Established in 1988, Treasury Partners provides investment services to corporations, endowments…
Our Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash …
Our Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash …
Your Future Team 6 Meridian is a Wichita based registered investment firm founded in 2016. Through our 2021 partnership with Hightower, we have gained enhanced resources to support continued growth, talent development, a…
Our Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash …
Our Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash …
Skills: Project Management, M&A Integration, IT Strategy, Risk Mitigation, Stakeholder Communication
IT Integrations Project Manager (6 Month Contract)
Chicago, Illinois, United States · Hybrid
Senior$645M raised
Our Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash …
Prepare and review federal, state, and local tax returns for various entities while resolving audits and conducting technical research. Lead and develop junior staff and managers to ensure efficiency and quality in client service and advisory.
Requirements
Requires a bachelor's degree in accounting or finance with 8+ years of public accounting experience and a CPA or Enrolled Agent designation. Must demonstrate expertise in U.S. tax regulations and proficiency in CCH Tax software.
Full job description
Your Future Team
As a trusted wealth partner, our team is focused on delivering a seamless, fully integrated experience that brings together every aspect of your clients’ financial lives. By offering comprehensive services in one place, we enable more holistic planning, simplify communication, and strengthen the relationship between advisor and client.
Through Hightower Tax Solutions, we extend that commitment by incorporating tax services directly into our practices, providing support across a full range of tax needs. This integrated approach allows us to align tax strategy with broader financial goals, helping our teams deliver more coordinated, efficient, and impactful outcomes for their clients.
What You’ll Do
Tax Compliance & Preparation
Prepare and review federal, state, and local tax returns for partnerships, S-corporations, individuals, and trusts.
Ensure all returns comply with current tax laws and regulations.
Resolve IRS and state agency audits, inquiries, and tax notices.
Conduct technical tax research and draft memoranda on complex tax issues.
Maintain up-to-date knowledge of tax legislation and evaluate its impact on our clients
Leadership & Team Development
Develop, motivate, and train junior staff and managers.
Delegate projects and manage workflow to maximize efficiency and quality.
Foster a collaborative team culture.
Train staff on new processes, software, and regulatory changes.
Client Service & Advisory
Build and maintain strong client relationships, being a trusted advisor.
Provide strategic tax planning and consulting services.
What You’ll Bring
Bachelor's degree in accounting, finance, or related field (Master's in Taxation preferred)
8 or more years of experience in public accounting, with demonstrated expertise in partnerships, S-corporations, individual and trust tax compliance.
Supervisory and leadership experience.
Strong technical knowledge of U.S. tax regulations and compliance.
Strong sense of urgency, adaptability, flexibility and resourcefulness
Proficiency in CCH Tax
Ability to work independently and collaboratively in a team environment.
High level of integrity, professionalism, and client service orientation.
What We Offer
Coverage on the first day of employment for medical, dental, and vision insurance
Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
401k matching plan
HSA employer contributions
Student loan assistance
Pet insurance
Hightower’s Story
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA).
AN EQUAL OPPORTUNITY EMPLOYER:Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
A community of independent-minded advisors delivering holistic financial advice.
Industry
Financial Services
Company size
201-500 employees
Founded
2008
Headquarters
Chicago, IL
LinkedIn followers
29,649
Total funding
$645M
Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401K consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of “well-th. rebalanced.” Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA). Learn more about Hightower’s collaborative business model at www.hightoweradvisors.com.
Offices: 200 W. Madison Street, Suite 2500, Chicago, IL 60606, US · 505 5th Ave., 14th Floor, New York, NY 10017, US · 201 Spear St., Suite 1100, San Francisco, CA 94105, US
A community of independent-minded advisors delivering holistic financial advice.
Industry
Financial Services
Company size
201-500 employees
Founded
2008
Headquarters
Chicago, IL
LinkedIn followers
29,649
Total funding
$645M
Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401K consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of “well-th. rebalanced.” Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA). Learn more about Hightower’s collaborative business model at www.hightoweradvisors.com.
Offices: 200 W. Madison Street, Suite 2500, Chicago, IL 60606, US · 505 5th Ave., 14th Floor, New York, NY 10017, US · 201 Spear St., Suite 1100, San Francisco, CA 94105, US