Senior Associate - High Net Worth Tax Practice

dhjj; Naperville (IL); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Hybrid work environment

CPA exam incentives

Dress for your day

Flexible schedules

Referral bonuses for new hires and new

clients

Job summary

DHJJ in Naperville, IL seeks a Tax Senior to join our team and help manage complex returns. You will research, analyze, and respond to client tax questions, while mentoring associates and supporting principals on billing and project delivery.

You should have CPA status or be pursuing it and enjoy working with clients to diagnose and solve tax issues in a collaborative, hybrid work environment.

Qualifications

• CPA candidate preferred and related tax experience.
• Strong research and problem-solving for client issues.
• Ability to manage multiple complex tax returns with deadlines.

Responsibilities

• Prepare and review complex returns (individual, trust, estate, partnership, and corporate).
• Understand client businesses to diagnose opportunities and suggest solutions.
• Maintain responsive client communication to influence and motivate.
• Organize project activities within scope and budget.
• Assist with billing, realization, and collections.
• Coach Associates on skills, systems, and processes.
• Provide tax research and draft IRS responses.
• Collaborate on special projects with leaders.

Skills

Proficiency with CCH Axcess Tax

Proficiency with Microsoft Office

Produce high-quality work under dead-<

Education

CPA candidate preferred

Tools

CCH Engagement

Job description

Put Yourself on Track to Become a Principal in Our Firm.

A great client experience begins with a great employee experience. As part of the DHJJ team, you will enjoy collaborating with your colleagues–whether in person or remotely via Microsoft Teams, working on in-depth accounting issues, and continually enhancing your skills. Plus, we enjoy having fun with each other at company outings and even during the workday!

Your growth here is limitless.

Who You Are:

You are in pursuit of or have recently obtained your CPA license and enjoy helping clients and collaborating with your co-workers when you encounter a unique situation that requires you to research and solve a client’s problem. You are looking to advance your career and help grow your firm.

Responsibilities:

• Ensure the accuracy of returns by preparing and reviewing individual, trust, estate, partnership, and corporate returns, as well as estimated payments and extensions
• Develop an understanding of client businesses and use this knowledge to help diagnose opportunities and suggest solutions
• Leverage effective working relationships with clients through responsiveness and direct communication in order to influence and motivate them
• Independently organize project activities and ensure tasks are completed within project scope and budget
• Support Managers and Principals with economic responsibilities for billing, realization, and collections
• Coach and support Associates as they learn technical skills, systems, and processes and provide opportunities to apply them
• Provide tax research on a wide range of tax issues, draft IRS responses, and other taxing authority inquiries
• Work with leaders on special projects

Required Skills:

• Proficiency with CCH Axcess Tax and Engagement preferred
• Proficiency in Microsoft Office
• Produce high-quality work under deadlines
• Effective verbal and written communication
• Particular attention to detail
• Excellent organization and time management
• Strong sense of ownership and personal accountability
• Successful execution of multiple projects simultaneously
• Willingness to take initiative and find solutions
• Ability to perform successfully both on a team as well as independently

Qualifications:

• 3+ years of related experience, with at least 2 years preparing complex individual, business, and fiduciary tax returns
• CPA candidates preferred

DHJJ Perks:

• Hybrid work environment
• CPA exam incentives
• Dress for your day
• Flexible schedules
• Referral bonuses for new hires and new clients

Benefits:

• Group health insurance offered through BCBS (Health & Dental), VSP (Vision), HealthEquity (HSA, FSA, Dependent Care FSA
• Employer-paid Long- and Short-Term Disability
• Paid parental leave
• Group life insurance through AICPA
• 12 1/2 paid holidays per year
• PTO policy starting at 15 days per year
  
• 401(k) Profit-Sharing Plan with discretionary 3% employer contribution
• Paid society memberships, training, and continuing education
• Eligible for discretionary bonuses based on productivity, performance, and other contributions to the firm

Why Would You Want to Work at DHJJ?

See more here: https://dhjj.com/our-team/careers/

DHJJ has offices in Naperville and St. Charles, Illinois. We are an equal opportunity employer.