Senior Tax Associate

Experienced Tax Senior

Early Manager level also considered

Hybrid or Remote | Illinois residents only

The more you understand a client’s life, the more interesting the tax work gets.

Their businesses, investments, trusts and family plans all connect. Having the time to understand the whole picture is where you can really start to help.

That’s the kind of work you’ll get into at this boutique tax practice, with room to progress as an experienced Senior or someone early in their Manager career.

If you enjoy PCS work but want to keep some variety, you’ll have both here. HNW individuals, trusts and estates alongside business tax, with the chance to see every aspect of a client’s affairs.

You’ll bring HNW, trust and estate fiduciary experience, ideally with some review responsibility already. Experience preparing and reviewing 990s would be useful, but isn’t essential.

Alongside preparation and review, you’ll get involved in planning, build relationships with clients and help less experienced colleagues work through technical questions.

When I asked the Managing Director about the team, they said:

“We grew, but without losing what made us good in the first place.”

That stayed with me. They’re growing, investing in new tools and expanding their advisory work, while keeping the trust and personal feel of a smaller firm and pretty much all of their original staff.

You’ll have ownership of your work and people around you to share ideas with. It suits someone who enjoys figuring things out, asking questions and bringing suggestions to the table.

The team works remotely across Illinois, and you don’t need a CPA to progress here. Your ability and contribution matter, with room to take on more responsibility as the practice grows.

If you want to get closer to your clients, keep learning and have the flexibility to work from home, let’s chat.