Senior Tax Advisor — Complex Returns & Client Leadership

Jobot; Oak Brook (IL); On-site; USD 80,000 - 115,000; Full time

Benefits offered by this job

Health benefits

Dental benefits

Vision benefits

401(k) with employer match

Education support (CPA)

CPA exam/license reimbursement

Job summary

Jobot in Oak Brook, IL is seeking an experienced Senior Tax Associate to join our tax practice. You will prepare and review complex federal, state, and local tax returns for individuals, corporations, partnerships, and trusts while supporting planning, structuring, and advisory work.

You will mentor staff, handle client relationships, and contribute to business development. A CPA or active pursuit, and 3–5+ years of public accounting tax experience are preferred in a firm serving high-net-worth

Qualifications

• Bachelor's degree in Accounting, Finance, or related field required; Master's in Taxation a plus.
• CPA license required or actively pursuing certification.
• 3-5+ years of progressive tax experience, ideally in public accounting with exposure to closely-held businesses and/or high-net-worth individuals.

Responsibilities

• Prepare and review complex federal, state, and local tax returns for individuals, corporations, partnerships, and trusts.
• Support tax planning and consulting engagements, including entity structuring, succession planning, family partnerships, and asset protection strategies.
• Conduct technical tax research and provide well-supported recommendations to clients and engagement teams.
• Manage multiple client relationships and engagements simultaneously, often serving as a trusted advisor rather than just a preparer.
• Review work of staff associates and interns, providing mentorship and technical guidance.
• Assist with due diligence, forecasts/projections, and other advisory work tied to business development and M&A.
• Respond to IRS and state tax notices and assist with audit support as needed.
• Stay current on tax law changes and proactively communicate relevant updates to clients and the team.
• Contribute to business development efforts and help strengthen long-term client relationships.

Skills

Client relationships

Tax research

Analytical skills

Communication skills

Time management

Education

Bachelor's degree in Accounting/Finance

Master's in Taxation

Job description

Jobot in Oak Brook, IL is seeking an experienced Senior Tax Associate to join our tax practice. You will prepare and review complex federal, state, and local tax returns for individuals, corporations, partnerships, and trusts while supporting planning, structuring, and advisory work.

You will mentor staff, handle client relationships, and contribute to business development. A CPA or active pursuit, and 3–5+ years of public accounting tax experience are preferred in a firm serving high-net-worth