Senior Tax Associate

About the role

We 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.

Impact You Will Make

• Deliver sophisticated tax planning and compliance services tailored for high-net-worth clients, specifically within the healthcare, legal, and real estate sectors.
• Utilize advanced platforms like UltraTax CS and Corvee to execute legal tax minimization and wealth preservation strategies.
• Advise on forward-thinking business structures and ensure regulatory compliance at both federal and state levels.
• Act as a trusted consultant, handling sensitive financial matters with the utmost discretion and precision.

What You Bring to the Team

• Experience: 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.
• Health & Wealth: 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 Resources

• The Wiley CPA Excel Exam Review is an industry-standard study guide to help you achieve or maintain your CPA credentials.
• The J.K. Lasser's Small Business Taxes provides excellent insight into flow-through entities and tax minimization.
• The Tax Planning for High Net Worth Individuals guide covers advanced wealth preservation techniques.