CPA/Senior Tax Preparer

If you're a tax professional who enjoys working directly with clients, thinking beyond the tax return, and helping business owners make smarter decisions year-round, we'd love to hear from you.

At Caranella Tax & Advisory, we're building a modern public accounting firm that combines tax compliance, proactive planning, and advisory services for small businesses, real estate investors, and high-net-worth individuals.

We're not a firm focused on billable-hour quotas, excessive overtime, or simply pushing returns through the door. We believe great client service comes from building strong relationships, leveraging technology, and creating an environment where our team can do their best work without sacrificing their personal lives.

Most of our clients are small business owners with revenues ranging from $1 million to $25 million. Meaningful involvement in tax planning and advisory engagements

Hybrid work environment with flexibility

Opportunity to help shape processes in a growing firm

Prepare individual, partnership, S corporation, trust, and other entity tax returns

Participate in tax planning, projections, and strategy meetings with clients throughout the year

Communicate directly with clients regarding tax positions, planning opportunities, and deadlines

Conduct tax research and prepare summaries and recommendations

Assist clients with bookkeeping, account reconciliations, and financial reporting matters when needed

Help improve firm processes, technology adoption, and overall client experience as we continue to grow

3-5+ years of recent public accounting tax experience

CPA preferred (or actively pursuing licensure)

Experience with partnerships, S corporations, trusts, and high-net-worth individuals

Strong understanding of accounting fundamentals and bookkeeping

Experience with QuickBooks Online and professional tax software (CCH Axcess is a plus)

Someone who thinks beyond compliance and enjoys helping clients make strategic decisions

Paid time off and holidays

Paid CPE and CPA exam support

Hybrid work environment

Tax season hours generally limited to 45-50 hours per week

32-hour summer workweeks

Collaborative team environment with significant growth opportunities

We're a growing boutique firm located in Inverness, Illinois, serving entrepreneurs, closely held businesses, real estate professionals, and high-net-worth individuals. If you're looking for a role that combines technical tax work, client interaction, and advisory opportunities while maintaining a healthy work-life balance, we encourage you to apply.

Interested candidates should apply through LinkedIn. We look forward to reviewing your application.

#J-18808-Ljbffr Caranella Tax & Advisory, LLC