Senior Accounting & Tax Associate

Journeycpas; Naperville, Northern (IL, KY); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance

401(k) with employer match

Paid time off

Professional development opportunities

In-person work with flexibility for生活

Job summary

Journey Advisors + CPAS in Naperville, IL seeks a Senior Associate on the Accounting & Tax team to review team members' work and support owners in financial decisions year-round. This role emphasizes collaboration, accuracy, and client-facing advisory contributions.

The candidate will deliver monthly statements, assist in tax preparation, contribute to research, and help train new staff, while growing in accounting and tax expertise within a supportive, growth-focused firm.

Qualifications

• 3+ years of full-cycle accounting experience.
• Strong client service and relationship-building skills.
• Excellent written and verbal communication abilities.
• Professionalism, attention to detail, and ownership over work.
• Openness to feedback and desire to learn and improve.
• Ability to work independently and manage deadlines.
• Experience with client service and advisory interactions.

Responsibilities

• Prepare and deliver monthly financial statements for clients across industries.
• Reconcile bank and general ledger accounts with accuracy and attention to detail.
• Provide clear communication around bookkeeping, payroll, and financial performance.
• Review team members' accounts and financial statements at month-end for accuracy before reports.
• Assist in training and onboarding new accounting and tax associates.
• Support the preparation of tax returns for individuals and businesses.
• Contribute to tax research and stay up-to-date on accounting guidance.
• Collaborate with clients on accounting, tax, and operational questions.
• Play a key role in onboarding new clients and building lasting relationships.
• Suggest process, service, or technology improvements.

Skills

Full-cycle accounting

Client service

Strong communication

Attention to detail

Independent worker

Time management

Education

Bachelor's degree in accounting or related field

CPA preferred

Job description

Share your expertise, grow your skills and let your personality shine at Journey Advisors + CPAS! We’re looking for dedicated, passionate people who are eager to learn and collaborate. Sound like you? Check out our open roles below.

At Journey, we help our clients move forward with clarity and confidence—through better financials, smarter tax planning, and thoughtful business advice. As a Senior Associate on our Accounting & Tax team, you’ll play an integral role in reviewing team members’ accounts and helping business owners make sense of their numbers and navigate financial decisions year-round.

We’re looking for someone who has 3+ years of full-cycle accounting experience, enjoys reviewing and giving providing feedback on team members’ work, and is excited to grow in both accounting and tax. If you enjoy solving puzzles and building client relationships along the way, this might be the right fit.

What You’ll Do

• Prepare and deliver monthly financial statements for clients across a variety of industries
• Reconcile bank and general ledger accounts with accuracy and attention to detail
• Provide clear, helpful communication around bookkeeping, payroll, and financial performance
• Review team members’ accounts and financial statements at the month ends to ensure accuracy prior to sending reports to clients
• Assist in training and onboarding new accounting and tax associates
• Support the preparation of tax returns for individuals and businesses
• Contribute to tax research and stay up-to-date on relevant accounting guidance
• Collaborate with clients on accounting, tax, and operational questions
• Play a key role in onboarding new clients and building lasting relationships
• Bring ideas to the table—especially around improving processes, services, or technology
• Promote firm services by building your network and contributing to firm growth

What You Bring

• A bachelor’s degree in accounting or a related field
• 3+ years of full-cycle accounting experience
• CPA preferred, but not required
• A genuine interest in helping small business owners succeed
• Professionalism, attention to detail, and a strong sense of ownership
• Openness to learning and feedback, and a desire to keep improving
• Strong communication skills—both written and verbal
• The ability to work independently, prioritize tasks, and manage deadlines
• Prior experience with client service

What to Expect

• Full time, in-person collaboration at our Naperville, IL office
• Limited time off during tax season (January 15 – April 15)
• Expectation of 50–55 hours/week during tax season, including some Saturdays
• Occasional travel (1–2 times/year) for conferences, client meetings, or team events
• A team that cares deeply about its people, its clients, and doing work that matters

We’re not just looking for someone to fill a seat—we’re looking for someone ready to grow, contribute, and help us make great things happen for our clients and our Journey team.

Why work at Journey?

At Journey Advisors & CPAs, we offer more than just a job—we offer the opportunity to grow, contribute, and enjoy the work along the way. Here’s what you can expect:

Comprehensive benefits including health, dental, vision, and life insurance

• 401(k) with employer match up to 4%
• Generous paid time off, starting at 20 days per year, plus paid holidays
• In-person work with built-in flexibility to accommodate life events and responsibilities
• A positive, professional environment where new ideas are welcomed and growth is encouraged
• A supportive team that enjoys trivia, celebrates wins, and enjoys being all together at our annual firm conference
• A globally connected team that includes outsourced professionals from around the world, expanding our capacity and perspectives
• The chance to partner directly with business owners, providing guidance as they grow their businesses and pursue their goals

If you’re looking for meaningful work in a culture that balances high standards with a human approach, Journey might be the place for you.

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