Tax & Accounting Associate | Flexible Schedule & Growth

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

Benefits offered by this job

Health benefits

Dental benefits

Vision benefits

Retirement plan

Paid time off

CPA licensure support

Growth opportunities

Job summary

Jobot in Wheaton, IL is seeking an experienced Tax & Accounting Associate to join our growing team. The role focuses on tax prep, accounting, and client advisory services within a smaller, family environment with flexible scheduling.

You'll prepare federal/state/local tax returns, manage monthly/quarterly/year-end closes, perform tax research, and collaborate with senior staff on client engagements. CPA licensure support offered.

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 (UltraTax, ProSystem fx, Lacerte) and accounting platforms (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

Tax preparation

Client advisory

GAAP knowledge

Attention to detail

Education

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

Tools

UltraTax

ProSystem fx

Lacerte

QuickBooks

Xero

Job description

Jobot in Wheaton, IL is seeking an experienced Tax & Accounting Associate to join our growing team. The role focuses on tax prep, accounting, and client advisory services within a smaller, family environment with flexible scheduling.

You'll prepare federal/state/local tax returns, manage monthly/quarterly/year-end closes, perform tax research, and collaborate with senior staff on client engagements. CPA licensure support offered.