Senior Tax Associate

Senior Tax Associate

We are a well-established, multi-office accounting and consulting firm with over a century of history serving entrepreneurs, high-net-worth individuals, and sophisticated businesses throughout Illinois and beyond. Our team of professionals is known for combining deep technical expertise with genuinely personal service, building long-term relationships rather than transactional ones. We take pride in our tradition of excellence while staying forward-thinking in how we serve clients across a broad range of industries. We're looking for an experienced Senior Tax Associate to join our tax practice. This is a great fit for someone who wants meaningful client relationships, exposure to complex and varied engagements (from closely-held businesses to high-net-worth individuals), and a clear path toward greater leadership and eventual partnership-track opportunities.

Competitive salary and performance-based bonus structure

Comprehensive health, dental, and vision benefits

401(k) with employer match

Continuing education support and CPA exam/license reimbursement

A collegial, team-oriented culture with a genuine long-term view on staff development

Real opportunity for advancement within a firm that values continuity and internal growth

Key Responsibilities

• Prepare and review complex federal, state, and local tax returns for individuals, corporations, partnerships, and trusts
• Support tax planning and consulting engagements, including entity structuring, succession planning, family partnerships, and asset protection strategies
• Conduct technical tax research and provide well-supported recommendations to clients and engagement teams
• Manage multiple client relationships and engagements simultaneously, often serving as a trusted advisor rather than just a preparer
• Review work of staff associates and interns, providing mentorship and technical guidance
• Assist with due diligence, forecasts/projections, and other advisory work tied to business development and M&A
• Respond to IRS and state tax notices and assist with audit support as needed
• Stay current on tax law changes and proactively communicate relevant updates to clients and the team
• Contribute to business development efforts and help strengthen long-term client relationships

Qualifications

• Bachelor's degree in Accounting, Finance, or related field required; Master's in Taxation a plus
• CPA license required or actively pursuing certification
• 3–5+ years of progressive tax experience, ideally in public accounting with exposure to closely-held businesses and/or high-net-worth individuals
• Strong knowledge of federal and multi-state tax regulations
• Comfortable working directly with clients and building trust-based relationships
• Excellent analytical, organizational, and communication skills
• Ability to manage competing priorities across multiple engagements
• Demonstrated ability to mentor and develop junior staff