Senior Tax Strategist: Lead, Mentor & Client Advisory

The Agency; Chicago (IL); On-site; USD 85,000 - 125,000; Full time

Job summary

The Agency seeks a Senior Tax Associate to lead complex client work on federal and state returns and to mentor junior staff. This hands-on role combines technical tax work with client interaction and opportunities to streamline processes.

You’ll prepare and review returns for individuals, partnerships, S corporations, and corporations, while staying current on tax law changes and providing proactive planning guidance to clients.

Qualifications

• CPA license or eligibility required.
• 28?
• Minimum 2–3 years of recent public accounting experience.
• Experience preparing and reviewing returns for individuals, partnerships, S corporations, and C corporations.
• Experience with trust/estate and gift tax returns preferred.
• Proficiency with tax software and MS Office; QuickBooks a plus.

Responsibilities

• Collaborate with firm leadership to advise individuals and privately held businesses on tax strategies, compliance, and financial planning.
• Lead the preparation and review of federal and state tax filings across various entity types.
• Support trust, estate, and gift tax engagements.
• Conduct technical tax research and identify planning opportunities.

Skills

Mentoring

Client communication

Attention to detail

Time management

Analytical thinking

Education

CPA license or eligibility

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

Tools

Tax software

Microsoft Office

QuickBooks

Job description

The Agency seeks a Senior Tax Associate to lead complex client work on federal and state returns and to mentor junior staff. This hands-on role combines technical tax work with client interaction and opportunities to streamline processes.

You’ll prepare and review returns for individuals, partnerships, S corporations, and corporations, while staying current on tax law changes and providing proactive planning guidance to clients.