Senior Tax Associate

Verital Advisory Search; Lincolnshire (IL); Hybrid; USD 100,000 - 140,000; Full time

Job summary

Verital Advisory Search seeks a Tax Senior for its Lincolnshire, IL team. Hybrid work with in-office days three times per week, offering growth in a national firm’s expanding Chicago footprint.

You will prepare and review complex returns across individuals, trusts, partnerships, and corporations while leading engagements, researching complex tax issues, and identifying planning opportunities. CPA in progress preferred.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Tax expertise

Client relationship skills

Communication skills

Research skills

Attention to detail

Engagement management

Education

CPA license in progress

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