1

Kovitz Jobs (NOW HIRING)

Tax Clerk

Chicago, IL · On-site

$30.22/hr

Kovitz Shifrin Nesbit is growing! A well-established and leading real estate tax firm focusing on the appeal of single-family homes and homeowner associations is seeking a full-time Tax Clerk for our ...

Be Seen First

Kovitz Shifrin Nesbit is growing! A well-established and leading real estate tax firm focusing on the appeal of single-family homes and homeowner associations is seeking a full-time Tax Clerk for our ...

Be Seen First

Kovitz Shifrin Nesbit is growing! A well-established and leading law firm specializing in the representation of condominium and homeowner associations is seeking an experienced, full-time Legal ...

Kovitz information

What is Kovitz?

Kovitz is a wealth management and investment advisory firm that provides financial planning, portfolio management, and investment strategies to individuals, families, and institutions. The company focuses on helping clients achieve their financial goals through personalized advice and disciplined investment approaches. Kovitz is known for its client-centric philosophy, transparency, and expertise in a variety of asset classes. Their services often include retirement planning, tax optimization, and legacy planning.

What can I expect from the team structure and collaborative environment at Kovitz?

At Kovitz, teams are typically structured to promote close collaboration among professionals from diverse backgrounds, including investment analysts, portfolio managers, and client service specialists. You can expect to work in a supportive, team-oriented environment where cross-functional communication is encouraged, and knowledge sharing is a key component of day-to-day operations. New team members often participate in regular meetings and brainstorming sessions to contribute ideas and stay aligned on goals. This collaborative approach not only facilitates professional growth but also ensures high-quality client service and innovative investment solutions.

What are the key skills and qualifications needed to thrive as a Financial Advisor at Kovitz, and why are they important?

To thrive as a Financial Advisor at Kovitz, you need strong analytical skills, in-depth knowledge of investment strategies, and typically a bachelor's degree in finance or a related field, along with relevant licenses such as the Series 65. Familiarity with portfolio management software, financial planning tools, and CRM systems is important for daily operations. Exceptional interpersonal skills, active listening, and the ability to build trust with clients help you stand out. These skills and qualities are crucial for delivering tailored financial advice, building long-term client relationships, and achieving organizational goals.

What is the difference between Kovitz vs Financial Analyst?

AspectKovitzFinancial Analyst
Required CredentialsTypically requires a CPA, CFA, or similar certificationsOften requires a bachelor's degree in finance, accounting, or related field; CFA is a plus
Work EnvironmentPrimarily in investment firms, accounting firms, or corporate finance departmentsIn finance departments, investment firms, banks, or consulting firms
Industry UsageUsed in accounting, auditing, and financial consultingCommon in finance, investment analysis, and corporate planning

Both Kovitz and Financial Analyst roles involve financial expertise, but Kovitz often emphasizes accounting and auditing skills with certifications like CPA, while Financial Analysts focus on investment and financial planning with degrees in finance or related fields. The roles share work environments in finance-related industries but differ in specific responsibilities and credentials.

More about Kovitz jobs

What cities are hiring for Kovitz jobs?

Cities with the most Kovitz job openings:

What states have the most Kovitz jobs?

States with the most job openings for Kovitz jobs include:

Infographic showing various Kovitz job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 67% In-person, and 33% Remote job distribution.

Tax Clerk

Kovitz Shifrin Nesbit

Chicago, IL • On-site

$30.22/hr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 21 days ago


Job description

Description:

Job Summary:


Kovitz Shifrin Nesbit is growing! A well-established and leading real estate tax firm focusing on the appeal of single-family homes and homeowner associations is seeking a full-time Tax Clerk for our Chicago, IL office. Must have strong organizational, interpersonal, and communication skills. Must be comfortable working independently yet be a team player. Must be able to efficiently manage multiple projects and exercise good judgment in dealing with highly confidential matters.


The starting hourly rate for this position is $30.22, contingent up level of experience. KSN offers a full benefits package including medical, dental, vision, short and long-term disability, basic life/AD & D coverage, voluntary life insurance, critical illness, accident, hospital, and a retirement plan for those who are eligible.


Business hours for this non-exempt position are 8:30am to 4:30pm, Monday through Friday. The position requires a minimum of 60-90 days of in-office training. After successfully completing this period, the role will transition to a hybrid schedule. The requirement will be discussed more during the interview process.


To be considered for this position, you MUST go to: https://recruiting.paylocity.com/recruiting/jobs/Apply/238033/Kovitz-Shifrin-Nesbit/Tax-Clerk


Duties/Responsibilities:

· Prepare and distribute tax appeal invoices and denial letters.

· Manage the Appeal.Tax website.

· Provide support to the Tax Department for assessment appeals.

· Review appeal documentation for accuracy.

· Scan and profile appeal documentation into the document management system (iManage).

· Obtain PIN numbers from the appropriate sources.

· Prepare, update, and maintain assigned tax databases.

· Organize and accurately input information into tax software and databases.

· Assist attorneys with large document production projects.

· Prepare Freedom of Information Act (FOIA) requests.

· Draft, transcribe, edit, and file Tax Department correspondence.

· Prepare invoice packages for clients.

· Perform other duties as assigned or required.

Requirements:

Qualifications:

· 2-4 years of law firm/legal experience, required.

· 1-3 years of administrative Real Estate Tax experience, preferred.

· Knowledge of Cook County Recorder of Deeds and the Cook County Assessor websites.

· General computer skills with experience using Microsoft Office Suite, Access, and Adobe Acrobat.

· iManage experience a plus!

· Ability to learn specialized software of the firm.

· Must be able to type greater than 50 wpm with greater than 90% accuracy.

· Strong organizational skills with an ability to multi-task

· Excels working in a team environment, with ability to work independently.

· Attention to detail.


Employment Eligibility Disclaimer:
We participate in the federal E-Verify program to confirm the employment eligibility of all newly hired employees.