[{"_1":2,"_3":-5,"_4":-5},"loaderData",{"_5":6,"_7":8},"actionData","errors","routes/ssr/_anon-layout",{"_293":294,"_295":296,"_297":-5,"_298":299,"_300":301,"_302":303,"_304":305},"browse-city",{"_9":10,"_11":12,"_13":14,"_15":16,"_17":18,"_19":20,"_21":22,"_23":24,"_25":26,"_27":28,"_29":30,"_31":32},"careerAreaSlug","finance","careerAreaName","Finance","occupationSlug","tax-analyst-or-specialist","occupationName","Tax Analyst / Specialist","stateSlug","il","stateName","Illinois","citySlug","libertyville","cityName","Libertyville","jobs",[255,256],"gone",false,"selectedJobDetail",{"_36":37,"_38":39,"_40":41,"_42":43,"_44":45,"_46":47,"_48":49,"_50":51,"_52":53,"_23":54,"_19":20,"_55":56,"_57":58,"_59":60,"_61":62,"_63":64,"_65":66,"_67":68,"_69":28,"_70":56,"_71":56,"_72":28,"_73":28,"_74":75,"_76":77,"_78":79,"_80":28,"_81":28,"_82":83,"_84":85,"_86":87,"_88":89,"_90":91,"_92":93,"_94":95,"_96":97,"_98":99,"_100":101,"_102":103,"_104":105,"_106":28,"_107":108,"_109":110,"_21":22,"_17":18,"_13":14,"_111":112,"_9":113,"_114":115,"_116":117,"_118":119,"_120":121,"_122":123,"_124":125,"_126":56,"_127":37,"_128":39,"_129":112,"_130":131,"_132":133,"_134":135,"_136":137},"selectedJobCompanyDetails",{"_33":34,"_35":34},"profileURL","","CompanyName","id","2a5cd2653cf58e88d9f37df01ba403c217e80ac2","slug","tax-associate-2a5cd265","title","Tax Associate","body","Tax Associate Annex Wealth Management LLC

0 Libertyville, IL Job Details 1 day ago Benefits Disability insurance Health insurance Dental insurance 401(k) Paid time off Vision insurance Qualifications Financial planning Financial software

Technical Proficiency Full Job Description Description:

Tax Associate Libertyville, IL (Hybrid) Tax Associate Have you started gaining experience preparing individual and/or business tax returns and discovered you enjoy the work, but want something different? Maybe you're after a more reasonable workload, a truly collaborative team environment, or the opportunity to move beyond high-volume compliance into proactive tax planning that adds greater value. If that resonates, please read on. Annex Wealth Management

Know the Difference This role is hybrid based in Libertyville, with a team that spans HQ/LV/remote employees.

Are you in search of an employer that prioritizes a positive culture and encourages outstanding teamwork? 'Know the Difference' applies to our employees too. We are a proud seven-time recipient of the Milwaukee Journal Sentinel's Top Workplaces Award. Our employees list our vibrant culture and engaged teams as two of our best features! Annex Wealth Management is a privately held, full-service registered investment advisor acting as a fiduciary for individuals, families, and businesses. Our team approach means our clients consistently interact with a group of experienced professionals boasting key credentials, certifications, and achievements in investment, tax, insurance, estate planning, and more. Communication and Education are key to Annex Wealth Management's growth. Check us out on YouTube, our multiple podcasts, \"Money Talk\" on WTMJ; \"The Investment Show\" on WISN; and \"The Annex Wealth Management Show\" on WHBY and WFSX. At Annex Wealth Management, our values aren't just words

they guide how we work every day: Knowledge Accountability Integrity Courage Respect Ownership Does this resonate with you?

We're looking for positive, talented individuals who naturally embody these principles in their work and interactions. If you're ready to join a culture where these values are the foundation of everything you do, we'd love to hear from you. What You'll Do This role's primary purpose is to prepare individual tax returns while spending significant time gaining experience with tax planning and financial planning strategies. We pride ourselves in providing a working environment which is collaborative and team-oriented, and a workload which is reasonable and balanced. Tax Preparation Support

Help with tax preparation, including data entry and initial preparation of individual tax returns in CCH Axcess to be reviewed by senior resources. No Time Tracking
You will NOT be required to track your time. Planning Software Utilization
Learn to use tax planning and financial planning software to analyze tax situations and identify proactive tax strategies, from a collaborative planning team that has many other CPA's who have transitioned. Tax Strategy Development
Under the mentorship of an experienced tax and financial planning team, learn and execute tax planning strategies used in wealth management such as Roth conversions, charitable giving strategies, equity compensation strategies, capital gain harvesting, and more. Advisor Collaboration
Assist financial advisors who are not tax experts in understanding and delivering effective tax planning advice to wealth management clients. Client Interaction
Shadow and work toward potentially meeting with clients directly to answer tax questions and provide tax advice (optional and in the future). Ongoing Education
Stay informed on current tax laws and annual changes. Payment & Withholding Assistance
Help calculate estimated payments and withholdings. Focused Role
No sales, marketing, or business development responsibilities of any kind.

Requirements:

What You'll Need to Succeed Tax Preparation Experience

At least 1-3 years of experience preparing individual tax returns. Professional Aspirations
Must be on track to become a CPA or JD with tax specialization. Enrolled Agent may be considered in some cases. Financial Planning Interest
Ideal candidate will be intrigued by financial planning and wealth management, and willing to study and learn in this area (company paid) Career Development Motivation
Must have a true desire to enhance technical knowledge and further develop your career. Advanced Credentials
Interest in pursuing advanced credentials and training (company paid). Learning Agility
Fast learner with the ability to adapt quickly. Technical Comfort
Comfortable with learning new software and systems. Tax Law Knowledge
Working knowledge of current tax laws, and enthusiasm for keeping up with annual changes.

Comprehensive Benefits We deeply value your leadership, talent, time, and commitment. In return, we offer a total rewards package designed to recognize and appreciate your contributions. This includes a comprehensive suite of:

Benefits:

Our benefits package includes medical, dental, and vision insurance, as well as a 401(k) plan to help you secure your financial future Life & Disability Insurance Paid Time Off (PTO) 401(k)

Retirement Plan:

Build your future with our 401(k) plan and employer contribution

Company Events:

We believe in celebrating wins and creating connections

whether it's through get togethers, our Annual Picnic, or company milestones Opportunities for professional growth and development Summer hours Casual Friday's We are committed to providing an environment where you can thrive and achieve your full potential.

Equal Employment Opportunity:

Annex Wealth Management is an equal opportunity employer. We are committed to providing a work environment free from discrimination and harassment. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other protected status. We encourage applicants of all backgrounds to apply.","type","jobPosting","source","LC","accountId","53627983","organizationName","Annex Wealth Management LLC","applicationUrl","https://recruiting.paylocity.com/recruiting/jobs/details/4523614","Libertyville, IL","isRemote",true,"location",{"_251":252,"_253":254},"createdAt","2026-09-25T06:39:50.345775490Z","updatedAt","2026-09-24T13:58:00.979Z","publishedAt","2026-09-21T00:00:00Z","expiresAt","2026-10-26T00:00Z","status","active","isExpired","isDiscoverable","isSearchable","isSpotlight","isDraft","careerSkills",[170,171,172,173,174,175,176,177,178,179,180,181,182,183,184,185,186,187,188,189,190,191,192,193,194,195],"requiredEducation","na","benefitCategories",[166,167,168,169],"isEmailRequired","isPhoneRequired","subtype","job","titleSearch","Tax Associates","compensationType","salary","locationFlexibility","hybrid","employmentTypeName","full_time","wage10thPercentileHourly",26.253365384615385,"wage30thPercentileHourly",36.27259615384615,"wage50thPercentileHourly",39.20096153846154,"growthRateFiveYear",-0.0235,"payGrowthScore",100,"jobSecurityScore",43.06438784494257,"compositeScore",71.5321939224713,"compositeLowConfidence","county","17097","state","17","sitemapPath","/finance/tax-analyst-or-specialist/remote",[10],"eduLevelsName",[77],"lotCareerAreaName",[12],"lotOccupationName",[16],"lotSpecializedOccupation",[165],"minYearsExperience","1","minEduLevels","99","isCanonical","canonicalJobId","canonicalSlug","canonicalSitemapPath","groupVariantCount",1,"groupLocations",[162],"benefitNames",[154,155,156,157,158,159,160,161],"aiEnrichments",{"_138":139,"_140":141,"_142":143,"_144":145},"pay",{"_151":28,"_152":153},"extractedFilters",{"_88":89},"experienceLevel",{"_146":147,"_148":28,"_149":150},"tldr","This hybrid role in Libertyville, IL helps prepare taxes and learn financial planning with benefits like insurance, PTO, and a 401k. You’ll need 1-3 years of tax experience and a path to becoming a CPA or JD.","estimatedYearsExperience",3,"isEntryLevel","explanation","Requires 1-3 years of individual tax return experience and CPA/JD track.","disclosed","basis","extracted","Paid Time Off (PTO)","401(k) Plans","Professional Development","Other Retirement and Savings","Health Insurance","Dental Insurance","Vision Insurance","Disability Insurance",{"_163":54,"_109":18,"_164":37,"_38":39,"_55":56,"_52":53,"_111":112},"city","jobId","19101512","paid_leave","retirement_savings","education_career_development","insurance",{"_196":249,"_198":250,"_200":-5},{"_196":247,"_198":248,"_200":-5},{"_196":245,"_198":246,"_200":-5},{"_196":243,"_198":244,"_200":-5},{"_196":241,"_198":242,"_200":-5},{"_196":239,"_198":240,"_200":-5},{"_196":237,"_198":238,"_200":-5},{"_196":235,"_198":236,"_200":-5},{"_196":233,"_198":234,"_200":-5},{"_196":231,"_198":232,"_200":-5},{"_196":229,"_198":230,"_200":-5},{"_196":227,"_198":228,"_200":-5},{"_196":225,"_198":226,"_200":-5},{"_196":223,"_198":224,"_200":-5},{"_196":221,"_198":222,"_200":-5},{"_196":219,"_198":220,"_200":-5},{"_196":217,"_198":218,"_200":-5},{"_196":215,"_198":216,"_200":-5},{"_196":213,"_198":214,"_200":-5},{"_196":211,"_198":212,"_200":-5},{"_196":209,"_198":210,"_200":-5},{"_196":207,"_198":208,"_200":-5},{"_196":205,"_198":206,"_200":-5},{"_196":203,"_198":204,"_200":-5},{"_196":201,"_198":202,"_200":-5},{"_196":197,"_198":199,"_200":-5},"code","ESD226C996DE4FA440EE","value","Tax Analysis","proficiency","KS122NY60HCYYDXHQGQN","Data Entry","KS1212B6QR5SK1LSD4S4","Business Development","KS121QD65BVRDLY3394N","Certified Public Accountant","KS123X777H5WFNXQ6BPM","Sales","ESF5E4E161916F0E64A4","Quick Learning","ESFFC64971D93483EB93","Planning Software","KS124QR6F19BX4WPMW1H","Marketing","KS4417B6T81Z90ZV8RVW","Tax Preparation","ES14E5A846EA561E398D","Enrolled Agent (EA)","ESB1BAEBB9A184D0AFCA","Compensation Strategy","KS1281C73FXGDNDDGLHC","Wealth Management","KS441786F0PS9RV3QBS0","Tax Laws","KS121CX741WBXJ9DWNR3","Capital Gains","KS126D668BLGSC15GFLS","Mentorship","KS123MF6JT9PVPX9HHXS","Equities","KS122556LMQ829GZCCRV","Communication","KS441PG6XGGJ3G3LGJRY","Use Tax","ES84B31BFFA24F726712","Tax Strategy","KS123YH6YZ1G0PZVVJW1","Financial Planning","ESEB1D4619E6E83A061D","Planning","KS4417C64SBZ4MTY17ZL","Tax Planning","KS441796583QGTMKQY3M","Tax Consulting","ESAD4C46ECC9F12851B0","Learning Agility","BGS4D363A97DB84A7D28","Individual Tax Returns","KSMNXY6MPS1EDWJ8P6B0","Enthusiasm","lat",42.2830786,"lon",-87.9531303,{"_36":37,"_38":39,"_40":41,"_44":45,"_46":47,"_50":51,"_261":-5,"_23":54,"_19":20,"_69":28,"_73":28,"_262":-5,"_63":64,"_61":62,"_82":83,"_86":87,"_88":34,"_90":91,"_111":112,"_266":-5,"_267":286,"_130":131,"_136":287,"_271":288},{"_36":257,"_38":258,"_40":259,"_44":45,"_46":47,"_50":260,"_261":-5,"_23":54,"_19":20,"_69":28,"_73":28,"_262":-5,"_63":263,"_61":62,"_82":83,"_86":87,"_88":264,"_90":91,"_111":265,"_266":-5,"_267":268,"_130":269,"_136":270,"_271":272},"3fdb05adb67d12e9bb14f0c9e4aa835c096a23bf","senior-analyst-international-t-3fdb05ad","Senior Analyst International Tax","IFG US","logoUrl","isFavorited","2026-09-03T00:00:00Z","onsite","/finance/tax-analyst-or-specialist/il/libertyville","amount","groupCityNames",[54,285],2,{"_138":278,"_140":279,"_142":280,"_144":281},"bricks",[273],{"_274":275,"_276":277},"content","Full-Time","variant","gray",{"_151":28,"_152":153},{"_284":91},{"_146":282,"_148":28,"_149":283},"A senior tax analyst role in Libertyville, IL, requiring at least 4 years of experience and a bachelor’s degree, with a full‑time schedule and unspecified pay and benefits.",4,"Requires 4+ years of experience and a bachelor’s degree, so it is not entry‑level; a preferred CPA is noted but not required.","employmentType","Lincolnshire, IL",[54],{"_138":290,"_140":291,"_142":292,"_144":145},[289],{"_274":275,"_276":277},{"_151":28,"_152":153},{"_88":89},{"_146":147,"_148":28,"_149":150},"preloadedState",{"_328":329,"_330":331,"_332":333,"_334":335},"session",{"_327":28},"learnerProfile","statsigUser",{"_318":319,"_320":-7,"_321":322,"_323":324},"statsigSSR",{"_314":315,"_316":317},"experimentParams",{"_306":310,"_308":311,"_309":312},"experimentGroups",{"_306":307,"_308":307,"_309":307},"aa_job_details","Control","aa_explore_202608","job_description_positioning",{"_313":307},{"_313":307},{"_313":307},"arm","gates",{},"configs",{},"userID","anonymous","email","custom",{},"customIDs",{"_325":326},"stableID","dev-stable-id-localhost","isAuthenticated","userAndSession",{"_295":432,"_297":-5,"_433":28,"_434":435,"_436":437},"courseSearch",{"_377":378,"_379":360,"_380":381,"_382":360,"_383":-5,"_384":-5,"_385":-5,"_344":28,"_386":28,"_387":-5,"_388":389,"_390":-5,"_391":392,"_393":394,"_395":396},"careerNavigatorSlice",{"_57":361,"_362":34,"_363":364,"_365":366,"_367":56,"_368":56,"_369":-5,"_370":371},"caapCareerSearch",{"_336":28,"_337":34,"_338":339,"_340":341,"_342":343,"_344":28,"_345":-5,"_346":28,"_347":348},"myCareers","searchValue","searchResult",[],"comparisonData",[],"searchFilters",{"_349":350,"_351":34,"_352":34,"_353":354,"_355":356,"_357":358,"_359":360},"isLoading","comparisonError","shouldOpenTray","traitSpecificCareers",{},"selectedHub",[],"selectedEarning","selectedEducation","sortByField","name.keyword","sortOrder","asc","pageSize",10,"from",0,{"_36":372,"_373":374,"_44":375,"_376":34},"locationString","defaultLocation",{"_36":372,"_373":374,"_44":375,"_376":34},"scholarshipLocation",{"_36":372,"_373":374,"_44":375,"_376":34},"loadingLocation","loadingCaapAssessmentResults","caapAssessmentResult","industryPreference",[],"0","name","United States (Default)","nation","highlight","courses",[],"totalCount","filters",{"_397":34,"_398":28,"_399":28,"_400":28,"_401":28,"_402":28,"_403":28,"_404":28,"_405":28,"_406":407,"_408":409,"_410":411,"_412":413,"_414":415,"_416":417,"_418":419,"_420":-5,"_421":28,"_422":423,"_424":360,"_357":425,"_426":427,"_428":429},"activeFiltersCount","filterCounts","appliedFilters","sortInfo","isLoadingMore","error","favoriteCourseIds",[],"lastSearchTimestamp","prefetchedPages",[],"prefetchingPages",[],"prefetchedCourses",{},"searchQuery","withCertificate","isFree","withFreeCertificate","isUniversity","showSavedOnly","isBeginner","isIntermediate","isAdvanced","topLevelSubjects",[],"institutions",[],"subjects",[],"languages",[],"providers",[],"durationBuckets",[],"duration",{"_430":-5,"_431":-5},"language","hasSubtitles","subtitleLanguages",[],"page",20,"sortColumn","created","sortBy","desc","min","max",{"_443":28,"_327":28},"isOnboardingComplete","onboardingResume",{"_441":28,"_442":-5},"emailUpdateModal",{"_438":28,"_439":34,"_440":34},"open","newEmail","password","checked","resumeUrl","oktaChecked"]

Find & Apply For Tax Analyst / Specialist Jobs in Libertyville, Illinois

Tax Associate

Senior Analyst International Tax