Tax Associate

Verital Advisory Search; Chicago (IL); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Flexible hybrid schedule

Mentorship from firm leadership

Job summary

Verital Advisory Search represents a boutique CPA firm in the North Chicago area, planning to relocate to Skokie in January. A Tax Associate role offers hands‑on learning, professional development, and exposure to firm leadership and clients.

The position focuses on business tax work, with roughly 80% Form 1065 returns and a flexible hybrid schedule that values work‑life balance.

Qualifications

• 2+ years of public accounting or tax preparation experience.
• Experience preparing Form 1065 partnership returns.
• Strong understanding of accounting fundamentals and the ability to work from trial balances and financial statements.
• CPA or CPA eligibility is preferred but not required.
• Experience with AI tools in a tax environment is a plus.

Responsibilities

• Prepare business tax returns, with a strong focus on Form 1065 partnership returns.
• Work from general ledgers, trial balances, income statements, and balance sheets to prepare tax returns.
• Map trial balances and translate accounting information into accurate tax filings.
• Prepare supporting workpapers and documentation.
• Work directly with firm leadership on complex tax matters and client engagements.
• Communicate with clients and gain exposure to their businesses and financials.
• Assist with personal tax preparation as needed.
• Support the team during periods of increased review and deadline activity.
• Leverage emerging AI tools and technology to improve tax preparation and workflow efficiency.
• Continue developing technical tax and accounting knowledge through hands‑on experience.

Skills

Attention to detail

Analytical thinking

Independent work

Education

CPA eligibility

Tools

CCH Axcess

AI tools

Job description

Our client is a boutique CPA firm in the North Chicago area, located near Peterson Park and planning to relocate to Skokie in January. The firm offers a more personal, collaborative environment than a traditional corporate accounting setting, with a strong emphasis on hands‑on learning, professional development, and direct exposure to firm leadership and clients.

This is an opportunity for a Tax Associate to take on meaningful business tax work while developing their technical skills in a supportive environment. The firm offers a flexible hybrid schedule and values flexibility and work‑life balance.

The Opportunity

The Tax Associate will primarily focus on business tax preparation, working closely with leadership and gaining substantial exposure to clients and their businesses. Approximately 80% of the firm's tax returns are Form 1065 partnership returns, making prior business tax preparation experience especially important.

This role is ideal for someone with 2+ years of public accounting experience who wants to move beyond a highly structured corporate environment and develop their tax expertise through hands‑on experience and mentorship.

Responsibilities

• Prepare business tax returns, with a strong focus on Form 1065 partnership returns
• Work from general ledgers, trial balances, income statements, and balance sheets to prepare tax returns
• Map trial balances and translate accounting information into accurate tax filings
• Prepare supporting workpapers and documentation
• Work directly with firm leadership on complex tax matters and client engagements
• Communicate with clients and gain exposure to their businesses and financials
• Assist with personal tax preparation as needed
• Support the team during periods of increased review and deadline activity
• Leverage emerging AI tools and technology to improve tax preparation and workflow efficiency
• Continue developing technical tax and accounting knowledge through hands‑on experience

Qualifications

• 2+ years of public accounting or tax preparation experience
• Experience preparing Form 1065 partnership returns
• Strong understanding of accounting fundamentals and the ability to work from trial balances and financial statements
• CCH Axcess experience is highly preferred
• Experience with AI tools in an accounting or tax environment is a plus
• Healthcare, skilled nursing, assisted living, or commercial real estate tax experience is a plus
• CPA or CPA eligibility is preferred but not required
• Strong attention to detail and willingness to continue learning
• Ability to work independently while collaborating closely with firm leadership