Senior Tax Consultant

Squarely LLC; Chicago (IL); On-site; USD 120,000 - 180,000; Full time

Job summary

Squarely LLC seeks a Senior Tax Planner to join its integrated in-house tax planning team, collaborating with financial advisors and client service staff to deliver comprehensive tax planning for high-net-worth clients. The role emphasizes client service, practical solutions, and ongoing advocacy in tax matters.

The candidate should have 8–10+ years in tax planning, CPA or EA credentials, and a collaborative, advisor-facing mindset.

Qualifications

• 8–10+ years of tax planning and/or preparation experience.
• CPA or EA certification is required or actively pursued.
• Bachelor's degree in a related field is required.
• Strong research skills on complex tax matters and regulatory changes.

Responsibilities

• Partner with advisory team to present strategic tax planning solutions to HNW clients and prospects.
• Serve as primary contact for client tax questions with clear, timely communication.
• Participate in prospect meetings to demonstrate value of integrated tax planning.
• Stay current on tax law changes and communicate updates firm-wide.
• Build client confidence through technical expertise, responsiveness, and follow-through.
• Support research on complex tax issues and identify process improvements.

Skills

Tax planning

HNW clients

Client advisory

Research skills

Communication

Team collaboration

Education

Bachelor's degree

CPA or EA preferred

Tools

Holistiplan

Income Lab

Job description

A fast-growing, independent RIA is seeking a Senior Tax Planner to join an integrated in-house tax planning team. This team works directly alongside financial advisors and client service staff to deliver comprehensive tax planning services to a high-net-worth clientele. The firm's embedded tax function is a true differentiator - not an afterthought.

About the Role

The right candidate is passionate about client service, deeply versed in individual and entity tax planning, and thrives in a collaborative, advisor-facing environment.

Responsibilities

• Partner with the advisory team to develop and present strategic tax planning solutions to HNW clients and prospects
• Serve as the primary point of contact for client tax questions, delivering clear and timely communication
• Participate in prospect meetings to demonstrate the tangible value of integrated tax planning
• Stay current on tax law changes and proactively communicate relevant updates firm-wide
• Build client confidence through technical expertise, responsiveness, and consistent follow-through
• Support research on complex and evolving tax issues
• Identify and implement process improvements across the tax function
• Leverage tax planning software and tools effectively within established workflows

Qualifications

• Bachelor's degree required
• 8-10+ years of tax planning and/or preparation experience
• CPA or EA required (candidates actively pursuing will be considered)

Required Skills

• Proven experience delivering tax consulting to HNW individuals and business entities
• Strong technical research skills across complex tax matters and regulatory changes
• Excellent interpersonal, communication, and relationship management skills
• Highly organized with the ability to manage multiple priorities in a deadline-driven environment
• Strong attention to detail
• Experience with Holistiplan and Income Lab a plus

Pay range and compensation package

Standard Monday-Friday in-office schedule; occasional extended hours during peak client or prospect activity.

Equal Opportunity Statement

We are committed to diversity and inclusivity in our hiring practices.