Tax/Accounting Associate

Jobot; Wheaton (IL); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Paid time off & holidays

CPA licensure support

Professional growth opportunities

Job summary

Jobot is seeking an experienced Tax & Accounting Associate in Wheaton, IL, to join a family-like, flexible in-office team. You will prepare and review federal, state, and local returns and manage monthly accounting close across multiple client portfolios.

You will also research complex tax issues, assist with tax planning to minimize liabilities, and maintain accurate client files while communicating directly with clients and senior staff.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• 3+ years of experience in public accounting, tax preparation, or a related role.
• Proficiency with tax preparation software (e.g., UltraTax, ProSystem fx, Lacerte, or similar) and accounting platforms (e.g., QuickBooks, Xero).
• Strong understanding of GAAP and current federal/state tax regulations.
• Excellent analytical, organizational, and problem-solving skills.
• High level of attention to detail and accuracy.

Responsibilities

• Prepare and review federal, state, and local tax returns for individuals, partnerships, corporations, and trusts.
• Perform monthly, quarterly, and year-end accounting close processes, including account reconciliations and financial statement preparation.
• Research complex tax issues and stay current on changes in tax law and regulations.
• Assist with tax planning strategies to minimize client tax liabilities and ensure compliance.
• Manage bookkeeping and general ledger maintenance for a portfolio of clients.
• Respond to notices from taxing authorities and assist with audits as needed.
• Communicate directly with clients to gather financial information, answer questions, and provide guidance.
• Collaborate with senior staff and partners on client engagements and special projects.
• Maintain organized, accurate, and confidential client files and documentation.
• Identify opportunities to improve processes and enhance client service delivery.

Skills

GAAP knowledge

Analytical skills

Attention to detail

Client communication

Education

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

Tools

UltraTax

ProSystem fx

Lacerte

QuickBooks

Xero

Job description

Flexible in-office schedule - Family firm environment

This Jobot Job is hosted by: Lauren Mills

Salary: $80,000 - $120,000 per year

A bit about us

We are seeking an experienced Tax & Accounting Associate to join our growing team. This role is ideal for a detail-oriented professional who thrives in a fast-paced environment and is looking to deepen their expertise in tax preparation, accounting, and client advisory services. If you're looking to join a smaller, family environment team with flexible scheduling this role is for you!

Why join us

• Competitive salary commensurate with experience
• Comprehensive benefits package (health, dental, vision)
• Retirement savings plan
• Paid time off and holidays
• Support for continuing professional education and CPA licensure
• Opportunities for professional growth and advancement

Job Details

Key Responsibilities

• Prepare and review federal, state, and local tax returns for individuals, partnerships, corporations, and trusts
• Perform monthly, quarterly, and year-end accounting close processes, including account reconciliations and financial statement preparation
• Research complex tax issues and stay current on changes in tax law and regulations
• Assist with tax planning strategies to minimize client tax liabilities and ensure compliance
• Manage bookkeeping and general ledger maintenance for a portfolio of clients
• Respond to notices from taxing authorities and assist with audits as needed
• Communicate directly with clients to gather financial information, answer questions, and provide guidance
• Collaborate with senior staff and partners on client engagements and special projects
• Maintain organized, accurate, and confidential client files and documentation
• Identify opportunities to improve processes and enhance client service delivery

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field
• 3+ years of experience in public accounting, tax preparation, or a related role
• Proficiency with tax preparation software (e.g., UltraTax, ProSystem fx, Lacerte, or similar) and accounting platforms (e.g., QuickBooks, Xero)
• Strong understanding of GAAP and current federal/state tax regulations
• Excellent analytical, organizational, and problem-solving skills
• High level of attention to detail and accuracy

Preferred Qualifications

• Experience working with small to mid-sized businesses across multiple industries
• Familiarity with multi-state tax filings
• Prior experience in a public accounting firm environment

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.

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