Senior Tax Associate

Senior Tax AssociateLocation:

Lombard, ILEmployment Type:

Full-TimeEstimated Salary:

$85,000 - $110,000 (Plus performance-based bonuses)About the OpportunityWe are a premier tax and advisory firm dedicated to the financial success of high-net-worth individuals and closely held businesses. We are currently looking for a Senior Tax Associate to join our team in Lombard.

At our firm, we move beyond basic filing. We pride ourselves on providing strategic, audit-resilient solutions rooted in deep interpretations of the Internal Revenue Code. If you are a precision-oriented professional who thrives on complex tax planning and high-level strategy, we want to meet you.

The Impact You Will MakeStrategic Planning:

Deliver sophisticated tax planning and compliance services tailored for high-net-worth clients, specifically within the healthcare, legal, and real estate sectors.

Technical Expertise:

Utilize advanced platforms like UltraTax CS and Corvee to execute legal tax minimization and wealth preservation strategies.

Entity Structuring:

Advise on forward-thinking business structures and ensure regulatory compliance at both federal and state levels.

Advisory & Communication:

Act as a trusted consultant, handling sensitive financial matters with the utmost discretion and precision.

What You Bring to the

TeamExperience:

3+ years of experience in public accounting, with a strong background in flow-through taxation.

Credentials:

You must be a CPA license holder or currently CPA-eligible.

Skills:

Excellent analytical capabilities and the ability to communicate complex financial insights clearly to clients.

Tech Savvy:

Familiarity with modern accounting stacks, including QuickBooks Online, Gusto, and specialized tax planning software.

Why Work With Us?

We believe in fostering an environment where talent can flourish. We support our team's growth just as much as our clients' wealth.

Professional Development:

We provide full reimbursement for CPA licensing and continuing education costs.

Generous Time Off:

Enjoy 15+ days of PTO in addition to paid holidays.

Wealth & Health:

Access to comprehensive health insurance and a 401(k) plan with company matching.

Performance Rewards:

Receive market-rate compensation supplemented by performance-based bonuses.

Professional Growth ResourcesFor tax professionals looking to stay ahead of evolving regulations or prepare for their CPA exams, these resources are highly recommended:

The Wiley CPA Excel Exam Review is an industry-standard study guide to help you achieve or maintain your CPA credentials.

For deep dives into the strategies we use daily, the J.K. Lasser's Small Business Taxes provides excellent insight into flow-through entities and tax minimization.

To master the high-net-worth advisory side, the Tax Planning for High Net Worth Individuals guide covers advanced wealth preservation techniques.