Senior Tax Associate

Job Description

Experienced Tax Senior

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Early Manager level also considered

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Hybrid or Remote | Illinois residents only

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The more you understand a client’s life, the more interesting the tax work gets.

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Their businesses, investments, trusts and family plans all connect. Having the time to understand the whole picture is where you can really start to help.

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That’s the kind of work you’ll get into at this boutique tax practice, with room to progress as an experienced Senior or someone early in their Manager career.

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If you enjoy PCS work but want to keep some variety, you’ll have both here. HNW individuals, trusts and estates alongside business tax, with the chance to see every aspect of a client’s affairs.

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You’ll bring HNW, trust and estate fiduciary experience, ideally with some review responsibility already. Experience preparing and reviewing 990s would be useful, but isn’t essential.

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Alongside preparation and review, you’ll get involved in planning, build relationships with clients and help less experienced colleagues work through technical questions.

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When I asked the Managing Director about the team, they said:

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“We grew, but without losing what made us good in the first place.”

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That stayed with me. They’re growing, investing in new tools and expanding their advisory work, while keeping the trust and personal feel of a smaller firm and pretty much all of their original staff.

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You’ll have ownership of your work and people around you to share ideas with. It suits someone who enjoys figuring things out, asking questions and bringing suggestions to the table.

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The team works remotely across Illinois, and you don’t need a CPA to progress here. Your ability and contribution matter, with room to take on more responsibility as the practice grows.

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If you want to get closer to your clients, keep learning and have the flexibility to work from home, let’s chat.

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If you are just browsing the job boards and haven't dusted off your resume yet, that is not a problem; you can give me a call first, View phone number on ziprecruiter.com. If you prefer, you can drop me a connection or message on LinkedIn (Imogen Talbot-Slack) and we can pick up from there.

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