Senior Tax Associate
Senior Tax Associate - Chicago, IL
About Our Firm
Position Overview
Key Responsibilities
Tax Preparation & Compliance
Client Service
Team Leadership
Required Qualifications
Education & Experience
Technical Skills
Personal Attributes
Working Conditions
Compensation & Benefits
Compensation
Benefits
Career Development
About Our Firm
We are a full-service CPA firm located in Chicago, Illinois, serving clients throughout the Chicagoland area and Midwest region. We provide comprehensive tax, audit, and advisory services to individuals, businesses, and organizations while maintaining a collaborative work environment focused on professional growth.
Position Overview
We are seeking a Senior Tax Associate with 3-5 years of public accounting experience to join our growing tax practice. This role offers the opportunity to prepare complex tax returns, provide client guidance, and mentor junior staff while advancing toward management-level positions.
Key Responsibilities
Tax Preparation & Compliance
- Prepare complex individual, corporate, partnership, and fiduciary tax returns
- Handle multi-state tax compliance and research complex tax issues
- Review tax returns prepared by junior staff members
- Ensure all work meets quality standards and professional guidelines
- Calculate tax provisions for financial statements
Client Service
- Serve as primary contact for assigned clients
- Conduct client meetings and respond to tax-related inquiries
- Develop tax planning strategies to minimize tax liabilities
- Provide guidance on business transactions and investment decisions
- Coordinate with clients' other advisors as needed
Team Leadership
- Mentor and train junior staff members
- Lead project teams for client engagements
- Participate in staff meetings and training programs
- Assist with recruitment and business development activities
Required Qualifications
Education & Experience
- Bachelor's degree in Accounting or Finance
- 3-5 years of public accounting experience with tax focus
- CPA license preferred or actively pursuing certification
- Experience with individual and business tax preparation
Technical Skills
- Proficiency with professional tax software (CCH Axcess, Lacerte, etc.)
- Strong Excel skills and tax research abilities
- Knowledge of federal and state tax regulations
- Excellent written and verbal communication skills
Personal Attributes
- Strong attention to detail and analytical skills
- Ability to manage multiple priorities and meet deadlines
- Professional integrity and commitment to confidentiality
- Team-oriented with leadership potential
Working Conditions
- Schedule: Standard business hours with extended hours during tax seasons (Jan-Apr, Sep-Oct)
- Location: Chicago office with hybrid work options available outside busy seasons
- Travel: Occasional client visits within the Chicago area
Compensation & Benefits
Compensation
- Salary: Based on experience and education
- Bonuses: Annual performance-based bonuses
- Growth: Regular salary reviews and advancement opportunities
Benefits
- Company-paid health, dental, and vision insurance
- 401(k) plan with 4% company match
- Generous PTO and holiday schedule
- CPA exam support and continuing education reimbursement
- Professional membership dues paid
- Transit benefits for Chicago public transportation
Career Development
- Clear advancement path to Tax Manager and Partner levels
- Mentorship program with senior professionals
- Opportunities to specialize in specific tax areas or industries
- Leadership training and professional development support
Chicago, Illinois
Up to £0.00 per annum
