Tax Advisor: Proactive Tax & Planning for Families (Remote)

The Planning Center, Inc.; Chicago (IL); Hybrid; USD 90,000 - 135,000; Full time

Benefits offered by this job

Revenue sharing bonus

401(k) match

Paid time off and holidays

Parental leave

No billable hours targets

Flexible work hours

Work from home ~2 days/week

Limited tax season overtime

Minimal travel

Health insurance

Dental insurance

Life insurance

Disability insurance

Education budget & dues

Job summary

The Planning Center, Inc. is seeking an experienced Tax Advisor in the Chicago area.

You will lead the tax side of client relationships year-round, collaborating with financial planners and other tax professionals to deliver proactive planning that informs decisions before transactions occur. This role emphasizes meaningful client relationships, sophisticated planning work, and a collaborative team focused on clients’ best interests.

Qualifications

• CPA or EA license is required.
• Bachelor’s degree in accounting; master’s degree welcomed but not required.
• 6+ years of individual tax preparation experience, including reviewing returns.
• Comfort working with technology in a paperless tax preparation environment.
• Strong people skills and the confidence to lead client conversations.
• High professional integrity and a careful eye for detail.

Responsibilities

• Lead the tax service for many client families and collaborate with planners and tax team.
• Conduct tax projections and multi-year planning (Roth, retirement, equity compensation, gifts).
• Review federal and multi-state returns and prepare more complex ones.
• Perform tax research and engage in professional development to stay current.

Skills

CPA or EA license

People skills

Attention to detail

Tech-savvy

Education

Bachelor’s degree in accounting

Master’s degree welcomed

Job description

The Planning Center, Inc. is seeking an experienced Tax Advisor in the Chicago area.

You will lead the tax side of client relationships year-round, collaborating with financial planners and other tax professionals to deliver proactive planning that informs decisions before transactions occur. This role emphasizes meaningful client relationships, sophisticated planning work, and a collaborative team focused on clients’ best interests.