Tax & Accounting Associate - Flexible Schedule, Growth Path

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

Benefits offered by this job

Comprehensive benefits package (health

Dental

Vision

Retirement savings plan

Paid time off and holidays

Support for CPA licensure

Professional growth opportunities

Job summary

Jobot is seeking an experienced Tax & Accounting Associate to join our growing team in a family environment with flexible in-office scheduling. The role focuses on tax preparation for individuals, partnerships, corporations, and trusts, as well as monthly, quarterly, and year-end accounting close.

You'll work closely with senior staff, manage client files, respond to notices, and assist with audits while supporting CPA licensure and continuing education.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field is required.
• 3+ years of public accounting, tax preparation, or related role.
• Proficiency with tax software (UltraTax, ProSystem fx, Lacerte) and accounting platforms (QuickBooks, Xero).

Responsibilities

• Prepare and review federal, state, and local tax returns for individuals, partnerships, corporations, and trusts.
• Perform monthly, quarterly, and year-end close processes, including account reconciliations and financial statement prep.
• 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 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, confidential client files and documentation.
• Identify opportunities to improve processes and client service delivery.

Skills

Tax preparation

GAAP knowledge

Analytical skills

Client communication

Education

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

Tools

UltraTax

ProSystem fx

Lacerte

QuickBooks

Xero

Job description

Jobot is seeking an experienced Tax & Accounting Associate to join our growing team in a family environment with flexible in-office scheduling. The role focuses on tax preparation for individuals, partnerships, corporations, and trusts, as well as monthly, quarterly, and year-end accounting close.

You'll work closely with senior staff, manage client files, respond to notices, and assist with audits while supporting CPA licensure and continuing education.