Senior Tax Associate

Truity Partners; Naperville (IL); On-site; USD 85,000 - 110,000; Full time

Job summary

Truity Partners in Naperville, IL seeks an Experienced Senior Tax Associate to join a growing public accounting practice. The role emphasizes reviewing returns, mentoring staff, and delivering high-quality tax services to individuals and closely held businesses in the Chicago suburbs.

The position combines hands-on tax preparation with a focus on quality control, technical guidance, and efficient tax workflows.

Qualifications

• CPA and/or Enrolled Agent (EA) required.
• 3+ years of public accounting tax experience.
• Experience preparing and reviewing individual and business tax returns.
• Experience mentoring or training junior staff preferred.
• Strong client relationship management skills.
• Ability to manage multiple priorities during busy season.
• Experience with foreign tax matters or IRS controversies is a plus.

Responsibilities

• Prepare, review, and finalize individual and business tax returns.
• Review tax work for accuracy and compliance before final delivery.
• Provide technical guidance and mentorship to junior staff.
• Assist with managing tax workflow and identifying process improvements.
• Build and maintain strong client relationships.
• Assist with complex tax matters and provide strategic guidance to clients.
• Review bookkeeping records and financial information to support tax filings.
• Collaborate with accounting and bookkeeping teams to ensure accurate financial reporting.
• Handle select client engagements from start to finish when needed.

Skills

Client relationship management

Mentoring staff

Tax return review

Tax planning guidance

Education

CPA or EA

Tools

UltraTax

Job description

Experienced Senior Tax Associate (42928)

Our client is a well-established public accounting firm serving individuals, entrepreneurs, and closely held businesses throughout the Chicago suburbs. Known for delivering personalized service and trusted tax expertise, the firm has built long-standing client relationships and a collaborative team culture. They are seeking an Experienced Tax Senior to join their growing practice and play a key role in supporting clients, mentoring staff, and delivering high-quality tax services!

The Experienced Tax Senior will play a key role in reviewing tax work, managing client relationships, and supporting the development of junior team members. While this position includes hands-on tax preparation, the primary focus is on reviewing returns, ensuring quality, answering technical questions, and helping drive an efficient tax process. The ideal candidate is an experienced public accounting professional who enjoys mentoring others and delivering exceptional client service.

Why Join?

• Opportunity to work with an established and respected public accounting firm.
• Collaborative team environment with direct exposure to leadership.
• Meaningful opportunities to mentor others and grow professionally.
• Healthy work-life balance outside of busy season.
• Long-term career growth within a stable, relationship-driven firm.

Responsibilities

• Prepare, review, and finalize individual and business tax returns.
• Review tax work for accuracy and compliance before final delivery.
• Provide technical guidance and mentorship to junior staff.
• Assist with managing tax workflow and identifying process improvements.
• Build and maintain strong client relationships.
• Assist with complex tax matters and provide strategic guidance to clients.
• Review bookkeeping records and financial information to support tax filings.
• Collaborate with accounting and bookkeeping teams to ensure accurate financial reporting.
• Handle select client engagements from start to finish when needed.

Qualifications

• CPA and/or Enrolled Agent (EA) required.
• 3+ years of public accounting tax experience.
• Experience preparing and reviewing individual and business tax returns.
• Strong knowledge of: Individual (1040), S Corporation (1120S), C Corporation (1120)
• Experience mentoring or training junior staff is preferred.
• Strong client relationship management skills.
• Ability to manage multiple priorities during busy season.
• Experience with UltraTax or similar tax software is preferred.
• Experience with foreign tax matters or IRS controversies is a plus.

Pay Transparency Statement: The compensation philosophy reflects the Company's reasonable expectation at the time of posting. We consider a number of factors when making individual compensation decisions including, but not limited to, skill sets, experience and training, and other business needs. This role may also be eligible to participate in a discretionary incentive program, subject to the rules governing the program.