Tax Accountant

Sotalent; Chicago (IL); On-site; USD 43,000 - 48,000; Full time

Benefits offered by this job

Cash bonus

401(k) with company matching

Employee Stock Purchase Plan

Errors & Omissions Insurance

Employee Assistance Program

Professional development support

Marketing support

Job summary

Sotalent in Chicago is seeking a Tax Accountant to provide year‑round tax preparation, advisory and client support from a retail location.

You will prepare federal and state returns, deliver proactive tax guidance, build lasting client relationships, and participate in community outreach while using CRM tools and professional software to ensure accurate, compliant solutions.

Qualifications

• Active CPA/EA or attorney license preferred.
• Minimum 3 years of paid experience preparing at least 30 federal and state 1040 tax returns per tax season using professional tax preparation software.
• Strong knowledge of applicable tax laws and familiarity with IRS Circular 230.
• Must reside in the United States.

Responsibilities

• Prepare federal and state individual tax returns, from simple filings to complex cases with business income, investments and deductions.
• Provide personalised tax advice and identify opportunities to optimise deductions and maximise refunds.
• Conduct client discovery sessions and tax reviews, including guidance on future tax planning.
• Use professional tax software and CRM tools to deliver accurate tax solutions.
• Build and maintain long-term client relationships through a professional, customer-focused service.
• Support local customer acquisition through community outreach and marketing activities.
• Represent the organisation within the local community and participate in initiatives that make tax services more accessible.
• Assist customers in person and via video consultations.

Skills

Customer service

Communication skills

Relationship building

Entrepreneurial mindset

Independence

Tools

Tax software

CRM systems

Job description

A leading tax and financial services organisation is seeking a Tax Accountant to provide year-round tax preparation, advisory and customer support services from a retail location. The role combines technical tax expertise with customer relationship management and local community engagement.

Key Responsibilities

• Prepare federal and state individual tax returns, ranging from straightforward filings to more complex situations involving business income, investments, deductions and amendments.
• Provide personalised tax advice and identify opportunities to optimise deductions, reduce tax liabilities and maximise refunds.
• Conduct client discovery sessions and tax reviews, including guidance on future tax planning.
• Use professional tax software, government resources and internal expertise to deliver accurate tax solutions.
• Build and maintain long-term client relationships through a professional, approachable and customer-focused service.
• Support local customer acquisition through community outreach, lead engagement and marketing activities.
• Represent the organisation within the local community and participate in initiatives that make tax services more accessible.
• Assist customers both in person and through video-based consultations.
• Maintain a local and online presence by creating accessible tax-related content and educational resources.
• Use CRM and other technology tools to manage customer relationships and service delivery.

Requirements

• Active, unrestricted EA, CPA or attorney licence preferred.
• Minimum 3 years of paid experience preparing at least 30 federal and state individual 1040 tax returns per tax season using professional tax preparation software.
• Strong knowledge of applicable tax laws and familiarity with IRS Circular 230.
• Experience providing tax advisory services beyond basic tax filing is an advantage.
• Must hold or be able to obtain any required state licences, certificates, permits or bonds.
• Strong customer service, communication and relationship-building skills.
• High level of professionalism and empathy when working with customers.
• Entrepreneurial and self-driven approach to developing a client portfolio.
• Comfortable working with tax software, CRM systems and other technology.
• Ability to work independently in a fast-paced, customer-facing environment.
• Bilingual English/Spanish communication skills are an advantage.
• Must reside in the United States.

Working Hours

• Minimum 20 hours per week.
• Schedule may include any day from Sunday through Saturday.
• Operating hours may increase during periods of peak customer demand.
• Illinois pay range: $31–$34.50 per hour.
• Eligible for cash bonus and equity rewards.
• 401(k) with company matching.
• Employee Stock Purchase Plan.
• Errors & Omissions insurance.
• Employee Assistance Program.
• Professional development and marketing support.