Tax Staff

Jobot; Orland Park (IL); Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

Hybrid schedule

Health insurance

Bonus program

Mentorship from partners

High-net-worth exposure

Career growth

Job summary

Jobot is seeking a Tax Staff Accountant with 2-5 years of public accounting experience to join our growing team in Orland Park, IL. This highly visible role works directly with partners and clients on a broad range of tax engagements, including individuals, partnerships, and S-corporations, using Lacerte and CCH.

We offer a hybrid schedule with 100% employer-paid health benefits, a competitive salary of $75,000 to $85,000 per year, and a mentorship-driven environment focused on long-term growth

Qualifications

• 2-5 years of public accounting tax experience.
• Experience preparing returns for high-net-worth individuals, partnerships, S-corporations, and pass-through entities.
• Proficiency with QuickBooks; Lacerte/CCH preferred.

Responsibilities

• Prepare federal and state tax returns for high-net-worth individuals, partnerships, S-corporations, trusts & estates, and a limited number of C-corporations using tax software.
• Utilize QuickBooks to support client accounting and year-end reporting needs.
• Serve as primary client contact, explaining tax matters and delivering high-touch service.
• Collaborate with partners and managers on sophisticated tax planning and projects, including international aspects.
• Prepare workpapers and returns with accuracy in a team-oriented environment.

Skills

Tax preparation

Client relationships

Communication

Tools

Lacerte

CCH

QuickBooks

Job description

Job details:

Hybrid Schedule | 100% Paid Health Benefits | Strong Growth Trajectory

This Jobot Job is hosted by: Emily Bohanon

Salary: $75,000 - $85,000 per year

A bit about us:

We are a well-established boutique CPA firm with more than 30 years of experience providing tax and advisory services to high-net-worth individuals and privately held businesses. Our collaborative team works closely with clients throughout the year, delivering personalized guidance rather than transactional tax preparation. We believe in developing well-rounded professionals through direct client interaction, mentorship from experienced partners, and exposure to a diverse range of complex tax engagements.

Position Overview

We're seeking a Tax Staff Accountant with 2-5 years of public accounting experience to join our growing team. This role offers broad exposure to individual and business taxation while working directly with partners, managers, and clients.

Why join us?

What We Offer

• Competitive salary ($75,000-$85,000)
• Performance bonus program paid twice annually
• 100% employer-paid health insurance
• Direct mentorship from experienced partners
• Exposure to sophisticated high-net-worth tax work
• Long-term career growth with a potential partnership path

Hybrid schedule:

• Off Season: 2 days office / 3 remote
• Busy Season: 3 office / 2 remote
• Final week before April 15: Generally fully in-office

Job Details

We're seeking a Tax Staff Accountant with 2-5 years of public accounting experience who enjoys building client relationships just as much as preparing tax returns. This is a highly visible role where you'll work directly with high-net-worth individuals and business owners from the beginning, partnering with multiple managers and partners on a wide variety of tax engagements. Success in this position requires someone who is technically strong, personable, detail-oriented, and comfortable guiding clients through complex tax matters.

Responsibilities

• Prepare federal and state tax returns for high-net-worth individuals, partnerships, S-corporations, trusts & estates, and a limited number of C-corporations using Lacerte and CCH tax software.
• Utilize QuickBooks to support client accounting needs and gather information necessary for tax preparation and year-end reporting.
• Serve as a primary point of contact for clients by answering questions, explaining tax matters in an approachable manner, and delivering the firm's high-touch, relationship-driven client service.
• Collaborate directly with multiple partners and managers on sophisticated tax planning projects, including opportunities to gain exposure to international and expatriate taxation, IRS notices, and tax resolution matters.
• Prepare workpapers and tax returns with a high degree of accuracy and ownership, ensuring work is completed correctly the first time while contributing to a collaborative, team-oriented environment.

What We're Looking For

• 2-5 years of recent public accounting tax experience.
• Experience preparing returns for high-net-worth individuals, partnerships, S-corporations, and pass-through entities.
• Proficiency with QuickBooks is required; experience with Lacerte and/or CCH is strongly preferred.
• Excellent communication skills with a genuine desire to build relationships and work directly with clients.
• Personable, dependable, and professional with good business judgment ("street smarts") and the confidence to communicate with business owners.
• Enrolled Agent (EA) designation is highly preferred, particularly candidates with experience responding to IRS notices or assisting with tax resolution.
• Someone who values accuracy, follows through on commitments, and enjoys working in a collaborative boutique firm where everyone contributes to the client experience.

Equal Opportunity Employer

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.

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