Tax Staff

Jobot; Orland Park (IL); Hybride; USD 75 000 - 85 000; Plein temps

Avantages offerts par ce poste

Hybrid schedule

100% employer-paid health insurance

Mentorship from partners

Exposure to high-net-worth tax work

Long-term career growth with potential

Performance bonus twice annually

Résumé du poste

Jobot in Orland Park, IL is seeking a Tax Staff Accountant with 2-5 years of public accounting experience to join our boutique firm. You will work directly with partners, managers, and high-net-worth clients on a wide range of tax engagements, building lasting client relationships and delivering accurate returns.

This role offers exposure to various entities, collaboration in a small team, and growth through mentorship.

Qualifications

• 2-5 years of recent public accounting tax experience.
• Experience preparing returns for high-net-worth individuals, partnerships, S-corporations.
• Proficiency with QuickBooks; Lacerte and/or CCH preferred.
• Excellent communication skills with a genuine desire to build relationships with clients.
• Personable, dependable, and professional with good business judgment.
• Enrolled Agent (EA) designation is highly preferred, especially for IRS notices or tax resolution.
• Values accuracy and works well in a collaborative boutique firm.

Responsabilités

• Prepare federal and state tax returns for high-net-worth individuals, partnerships, S-corps, trusts & estates, and select C-corps using Lacerte and CCH.
• Utilize QuickBooks to support client accounting and year-end reporting.
• Serve as primary client contact, explaining tax matters clearly and delivering high-touch service.
• Collaborate with partners and managers on sophisticated tax planning projects including international tax exposure.
• Prepare workpapers and returns with accuracy and ownership, contributing to a team environment.

Connaissances

Public accounting tax experience

Excellent communication

Client relationship building

Reliability and professionalism

Team collaboration

Organizational skills

EA designation preferred

Outils

QuickBooks

Lacerte

CCH

Description du poste

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.

If you're looking to move beyond a highly specialized role at a larger firm and want meaningful client relationships with significant growth potential, we'd love to connect.

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?

• 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 Employment Opportunity

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.

Background Check Policy

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.

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

This Jobot Job is hosted by: Emily Bohanon

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