Tax Professional

PEG Staffing & Recruiting; Champaign (IL); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Company-paid health insurance

Short-term and long-term disability

Job summary

PEG Staffing & Recruiting seeks a Tax Professional for a wealth management client to support its growing tax practice. The role can be seasonal or full-time, with flexible arrangements including W-2 or independent contractor options.

The ideal candidate will prepare individual, business, and trust tax returns while researching complex tax issues and helping clients navigate federal and state tax matters. Strong collaboration and client-service focus are essential to succeed.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• Experience preparing individual and business tax returns preferred.
• CPA or Enrolled Agent designation preferred.

Responsibilities

• Prepare individual, business, and trust tax returns.
• Research and resolve complex tax issues.
• Assist clients with federal and state tax matters.
• Identify and implement tax-planning strategies.
• Provide thoughtful, personalized support based on client needs.
• Collaborate with team to provide comprehensive client service.
• Complete special projects as assigned by management.

Skills

Communication skills

Attention to detail

Integrity and discretion

Team collaboration

Education

Bachelor's degree in Accounting/Finance

Tools

Tax preparation software

Job description

An established wealth management firm serving individuals, families, trusts and estates, and small businesses is seeking a Tax Professional to support its growing tax practice.

This position may be structured as seasonal or full-time, with flexible employment arrangements available, including W-2 or independent contractor options.

The firm emphasizes long-term client relationships and high-quality work rather than billable-hour quotas or high-volume tax preparation. This is an excellent opportunity for a tax professional who enjoys providing personalized service, developing meaningful client relationships, and working within a collaborative environment.

Primary Responsibilities

• Prepare individual, business, and trust tax returns.
• Research and resolve complex tax issues.
• Assist clients with federal and state tax matters.
• Identify and implement tax-planning strategies.
• Provide thoughtful, personalized support based on individual client needs.
• Collaborate with team members to provide comprehensive client service.
• Complete special projects as assigned by management.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• Experience preparing individual and business tax returns preferred.
• CPA or Enrolled Agent (EA) designation preferred.
• Strong understanding of federal and state tax laws and processes.
• Proficiency with tax preparation software and general computer applications.
• Excellent written and verbal communication skills.
• Exceptional attention to detail and accuracy.
• Ability to plan, prioritize, and complete multiple time-sensitive tasks.
• Demonstrated integrity and discretion when handling confidential client information.
• Strong commitment to collaboration and exceptional client service.

Why Consider This Opportunity?

• Seasonal and full-time opportunities available.
• W-2 and independent contractor options available.
• Emphasis on thoughtful tax planning and personalized service rather than high-volume production.
• Opportunity to work with individuals, businesses, trusts, and estates.
• Opportunity to help grow an expanding tax practice.
• Collaborative, relationship-focused work environment.
• Competitive compensation.

Full-time employees are eligible for:

• Company-paid health insurance.
• Short-term and long-term disability insurance.