Tax Senior

Jobot; Itasca (IL); On-site; USD 85,000 - 100,000; Full time

Benefits offered by this job

Competitive compensation

401(k) with generous match

Comprehensive benefits

Generous PTO & paid holidays

Collaborative work environment

Diverse client exposure

Job summary

Jobot is seeking a Tax Associate/Tax Preparer in Itasca, IL to join our public accounting team. You will prepare federal, state, and local tax returns for individuals and businesses, review documents, and assist senior staff on planning and compliance projects.

The ideal candidate holds a CPA or EA, has 2+ years of tax experience, and is proficient with Excel. We offer competitive compensation and a collaborative learning environment.

Qualifications

• CPA or EA credential and a bachelor's degree are preferred; 2+ years public accounting or tax experience is desirable; strong attention to detail and organization; proficiency with Excel and common accounting software.

Responsibilities

• Prepare federal, state, and local tax returns for individual and business clients.
• Support preparation of Forms 1040, 1065, 1120, and 1120S.
• Gather and organize client financial and tax documentation.
• Review tax documents for accuracy before filing.
• Conduct basic tax research and resolve routine tax issues.
• Communicate with clients to collect missing information.
• Assist senior tax professionals on planning and compliance projects.
• Maintain organized client files and workpapers.
• Respond to client inquiries promptly and professionally.
• Stay current on tax law changes and filing requirements.
• Support the broader accounting team beyond tax season.

Education

CPA or EA

Bachelor's degree in Accounting/Finance

Tools

Microsoft Excel

Accounting software

Job description

Job details:

Tax Associate / Tax Preparer, Itasca, IL

This Jobot Job is hosted by: Kevin Shilney

Salary: $85,000 - $100,000 per year

A bit about us:

Founded nearly six years ago and based in Itasca, IL, we are a full service accounting firm built around one simple idea, that our clients are not just clients, they are people we genuinely want to see succeed. We work with a wide range of individuals and businesses, offering everything from tax planning and preparation to outsourced CFO support and wealth management. Our team has grown through a series of mergers with well established local firms, which means we combine decades of institutional knowledge with a modern, collaborative approach to public accounting. What sets us apart is the culture, we care about mentorship and want every professional on our team to keep learning and building a long term career here, not just punching a clock during busy season.

Why join us?

• Competitive Compensation: $85,000 - $100,000 base salary (DOE) + Bonuses


• 401(k) with Generous Match


• Comprehensive Benefits: Medical, Dental, Vision, Life Insurance (to confirm specifics with client)


• Generous PTO & Paid Holidays


• Collaborative Work Environment: Join a growing team of accounting professionals who value mentorship and hands on learning


• Diverse Client Exposure: Work across individual and business tax engagements rather than being siloed into one niche

Job Details

• Prepare federal, state, and local tax returns for individual and business clients


• Support preparation of Forms 1040, 1065, 1120, and 1120S


• Gather and organize client financial and tax documentation


• Review tax documents for accuracy and completeness before filing


• Conduct basic tax research and help resolve routine tax issues


• Communicate directly with clients to collect missing information


• Assist senior tax professionals on planning and compliance projects


• Maintain organized, accurate client files and workpapers


• Respond to client inquiries promptly and professionally


• Stay current on relevant tax law and filing requirement changes


• Support the broader accounting team through and beyond tax season

Qualifications

• CPA or EA


• Bachelor's degree in Accounting, Finance, or a related field preferred


• 2+ year of public accounting or tax preparation experience preferred


• Experience preparing individual tax returns required or strongly preferred


• Strong attention to detail and organizational skills


• Proficiency with Microsoft Excel and common accounting software


• Ability to manage multiple assignments and meet deadlines

Preferred

• Exposure to business returns such as 1065, 1120, or 1120S


• Background in individual, partnership, S corp, or corporate tax preparation


• Experience with small to midsize business clients


• Strong interest in growing within a public accounting career path

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.