Senior Tax Associate

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

Benefits offered by this job

Health insurance

401(k) with employer match

Continuing education support

Job summary

Jobot in Oak Brook, IL is seeking a Senior Tax Associate to join our tax practice. You will prepare and review complex federal, state, and local returns for individuals, corporations, partnerships, and trusts, while supporting planning engagements and client relationships.

The role offers exposure to varied engagements, mentorship of staff, and a clear path toward leadership and partnership-track opportunities within a well-established firm.

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 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

Tax return preparation

Client relationship management

Research and analysis

Education

Bachelor's degree in Accounting, Finance, or related field

Master's in Taxation a plus

Job description

Salary: $80,000 - $115,000 per year

A bit about us:

We are a well-established, multi-office accounting and consulting firm with over a century of history serving entrepreneurs, high-net-worth individuals, and sophisticated businesses throughout Illinois and beyond. Our team of professionals is known for combining deep technical expertise with genuinely personal service, building long-term relationships rather than transactional ones. We take pride in our tradition of excellence while staying forward-thinking in how we serve clients across a broad range of industries.

We’re looking for an experienced Senior Tax Associate to join our tax practice. This is a great fit for someone who wants meaningful client relationships, exposure to complex and varied engagements (from closely-held businesses to high-net-worth individuals), and a clear path toward greater leadership and eventual partnership-track opportunities.

Why join us?

• Competitive salary and performance-based bonus structure
• Comprehensive health, dental, and vision benefits
• 401(k) with employer match
• Continuing education support and CPA exam/license reimbursement
• A collegial, team-oriented culture with a genuine long-term view on staff development
• Real opportunity for advancement within a firm that values continuity and internal growth

Job Details

Key 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

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
• Strong knowledge of federal and multi-state tax regulations
• Comfortable working directly with clients and building trust-based relationships
• Excellent analytical, organizational, and communication skills
• Ability to manage competing priorities across multiple engagements
• Demonstrated ability to mentor and develop junior staff

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy