Wealth Tax Advisor - Proactive Planning & Client Impact

The Planning Center; Chicago (IL); Hybrid; USD 90,000 - 135,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Life insurance

Disability insurance

401(k) match

Paid time off

Parental leave

Flexible hours/work from home

Job summary

The Planning Center is seeking a Tax Advisor in Chicago, IL to lead the tax side of client relationships and work alongside CFP professionals year-round. This role emphasizes proactive planning over traditional busy-season work and aims to build deeper client relationships.

You'll collaborate with financial planners, perform tax projections, and review complex returns, all within a supportive team committed to client outcomes and professional growth.

Qualifications

• CPA or EA license required.
• Bachelor's degree in accounting; master's welcome but not required.
• 6+ years of individual tax preparation experience, including experience reviewing tax returns prepared by others.
• Comfort working with technology in a paperless tax preparation environment.
• Strong people skills and the confidence to lead client conversations.
• High professional integrity and a careful eye for detail.

Responsibilities

• Lead the tax service piece of the relationship for many of our clients and collaborate extensively with our financial planners and others on our tax team to best serve our clients;
• Work on tax projections and multi-year tax planning, such as Roth conversion analysis, retirement distribution planning, equity compensation planning, charitable giving strategies, and other exciting projects that make a tangible difference in the lives of our clients;
• Review federal and multi-state tax returns prepared by others and prepare more complex returns; and
• Perform tax law research as needed to support the team and engage in professional development to expand your knowledge and stay current with our ever-changing tax

Skills

People skills

Attention to detail

Integrity

Leadership in client conversations

Education

Bachelor's degree in accounting

CPA or EA license

Job description

The Planning Center is seeking a Tax Advisor in Chicago, IL to lead the tax side of client relationships and work alongside CFP professionals year-round. This role emphasizes proactive planning over traditional busy-season work and aims to build deeper client relationships.

You'll collaborate with financial planners, perform tax projections, and review complex returns, all within a supportive team committed to client outcomes and professional growth.