Private Client Senior Tax Associate

Financeroles; Lincolnshire (KY); Remote; USD 90,000 - 120,000; Full time

Job summary

Mowery & Schoenfeld, LLC seeks a Tax Senior Associate to join its private client team. You will prepare individual and trust returns, mentor associates, and manage tax processes from start to finish while delivering exemplary client service.

The role emphasizes curiosity, learning, and collaboration within a top Illinois firm. You should have a CPA or CPA eligibility, a bachelor’s degree in accounting or finance, and strong communication and time-management skills.

Qualifications

• Requires Bachelor’s degree in Accounting or Finance or related field.
• CPA or CPA eligible required or preferred.
• Strong written communication and good time management are essential.
• Ability to work remotely and independently.
• Experience in tax, especially private client taxation, is preferred.

Responsibilities

• Prepare individual and trust tax returns.
• Communicate effectively with clients, team members, management and regulators.
• Engage in taxation processes from start to finish.
• Mentor associates and interns.
• Participate in ongoing training and development.

Skills

Strong written communication

Project management

Time management

Remote work

Client service orientation

Education

Bachelor’s degree in Accounting/Finance

CPA or CPA eligible

Job description

Mowery & Schoenfeld isseeking anambitious and curious tax professional with an interest in private client taxation, ongoing learning, and exemplary client service. Do you consider yourself to have an inquisitive mindset? Do you strive to find the best tax solutions for each individual client?

About YOU:

As the Tax Senior Associate within our private client team, you will be:

• Preparing individual and trust returns.
• Communicating effectively with clients, team members, company management and regulatory bodies.
• Provided with one on one training and development with high visibility and readiness track for growth.
• Involved in taxation processes from start to finish.
• Mentoring associates and interns.

We are seeking an individual who is curious, self-motivated, and a team player with the following qualifications:

• Bachelor’s degree in Accounting, Finance or other relevant discipline
• 3+ years of tax experience in public accounting with at least 1 year at the senior associate level
• CPA or CPA eligible
• Strong written communication skills
• Project and time management skills
• Ability to work remotely and independently

Join a Firm That Expects More - and Gives More

We’re building a firm of people who take pride in doing things the right way.

We’re looking for individuals who are:

• Intellectually curious - You think critically, ask better questions, and don’t settle for surface-level answers.
• Hardworking - You bring determination and follow-through, especially when it matters most.
• Personable - You build trust naturally—with clients and teammates alike.
• Driven - You care about growth, accountability, and becoming exceptional at your craft.
• Client Service Oriented - You understand that responsiveness, quality, and relationships are what define great firms.

What Makes Us Different

We believe our people want:

• Meaningful client relationships - not just compliance work
• A team of high performers - not passengers
• Clear expectations and accountability - not ambiguity
• Opportunities to grow into leaders - not static roles
• A voice in shaping the firm’s future - not just executing tasks

We’re intentional about building a culture where performance matters, collaboration is real, and people take ownership.

Who Will Thrive Here

You’ll do well here if you:

• Take initiative without waiting to be asked
• Care about the details and the bigger picture
• Communicate clearly and confidently
• Are career driven and motivated
• Want to be part of a team that pushes each other to be better

Mowery & Schoenfeld, LLC is an accounting and advisory services firm headquartered in Lincolnshire, Illinois, with satellite offices in the Chicago Loop, Downtown Miami, and the Philippines. Our organization is focused on providing personalized service to each client, building a lasting and trusted relationship. Made up of 20 partners and over 200 total employees, Mowery & Schoenfeld ranks among the top ten firms in Illinois and recently named one of the largest accounting firms in Chicago by Crain’s Chicago Business.

We take culture seriously by providing a supportive environment focused on growth. Our Firm has been named a Best Firms to Work For by Accounting Today, a Best Firms for Women by Accounting Today, and a Best Place to Work in Chicago by Crain’s Chicago Business. Mowery & Schoenfeld offers comprehensive tax, assurance, transaction advisory, outsourced accounting, wealth management, international tax, and business advisory services.

Through our M&S Cares program, we prioritize giving back and provide opportunities for our team to support our larger community. We are grateful to be recognized with the Illinois CPA Society's Time and Talent Public Service Volunteerism Award, awarded to only one firm each year.

We are always looking for employees with a focus on growth, community, and superior client service to join our team.

Mowery & Schoenfeld is an equal opportunity employer. We do not discriminate against any employee or job applicant because of race, color, religion, national origin, sex, physical or mental disability, or age.