Senior Tax Associate

Verital Advisory Search; Lincolnshire (IL); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Hybrid work schedule

Job summary

Verital Advisory Search in Lincolnshire, IL is seeking a Tax Senior to join our expanding Chicago-area office. You will lead complex tax engagements, review returns, and provide thoughtful tax planning for clients while building lasting relationships.

We value strong technical tax and research skills, CPA progress, and the ability to manage multiple deadlines with a proactive mindset in a hybrid work environment.

Qualifications

• 3+ years of tax experience in a public accounting environment.
• Strong experience in preparing or reviewing individual, partnership, and/or corporate tax returns.
• CPA license or active progress toward CPA certification preferred.
• Strong technical tax and research skills.
• Excellent communication and client relationship skills.
• Experience reviewing work and guiding staff.
• Ability to manage multiple engagements and deadlines.
• Attention to detail and organization.
• Proactive, curious mindset with willingness to learn and take on new challenges.

Responsibilities

• Prepare and review complex individual, trust, partnership, and corporate tax returns.
• Lead tax engagements from planning through completion.
• Research complex tax matters and develop client solutions.
• Identify tax planning opportunities to minimize tax liabilities.
• Build strong, long-term client relationships.
• Manage multiple engagements and deadlines throughout the year.
• Review work by junior staff and provide guidance.

Skills

Tax preparation

Client relationship skills

Research skills

Project management

Communication

Education

CPA license or progress toward CPA certification

Job description

Schedule: Hybrid, 3 days per week in office

About the Opportunity

Our client is a Top-25 middle-market professional services firm with more than 50 years of history and over 3,000 professionals across the United States. Originally established on the East Coast, the firm is now expanding its presence in the Chicago market and is looking to add a Tax Senior to its growing Lincolnshire team.

This is a unique opportunity to join an established national firm while still being early enough in the Chicago expansion to have a meaningful role in the growth of the local office. The team is looking for someone who wants to continue developing their technical skills, take on greater responsibility, and build strong relationships with both clients and colleagues.

What You'll Do

• Prepare and review complex individual, trust, partnership, and corporate tax returns
• Take a lead role throughout the tax engagement process, from planning through completion
• Research and assist with complex tax matters and develop thoughtful solutions for clients
• Identify tax planning opportunities and help clients minimize or defer tax liabilities
• Work directly with clients and build strong, long-term relationships
• Manage multiple engagements and competing deadlines throughout the year
• Review work prepared by more junior team members and provide guidance and feedback
• Collaborate closely with Managers, Partners, and other members of the Tax team
• Continue developing your technical expertise through exposure to a variety of clients and tax matters
• Contribute to the growth and development of the Chicago office as the local team expands

About the Tax Practice

The firm's Tax practice offers a broad range of services, giving team members the opportunity to work with a diverse client base and continue expanding their expertise. Areas of focus include:

• Business Tax
• Individual Tax
• State & Local Tax
• R&D Tax Credits
• International Tax
• Private Client Services

What We're Looking For

• 3+ years of tax experience within a public accounting environment
• Strong experience preparing and/or reviewing individual, partnership, and/or corporate tax returns
• CPA license or active progress toward CPA certification preferred
• Strong technical tax and research skills
• Excellent communication and client relationship skills
• Experience reviewing work and providing guidance to staff
• Ability to manage multiple engagements and competing deadlines
• Strong attention to detail and organizational skills
• A proactive, curious mindset with a genuine interest in learning and taking on new challenges