Senior Tax Professional

Senior Tax Professional

MJMS Family Office Services, LLC is seeking an experienced Senior Tax Professional to join our growing team. As part of our 20-person family office and tax advisory practice, you will work closely with high-net-worth individuals and families, providing tax planning, compliance, and family office services tailored to their unique needs.

This is an excellent opportunity for a motivated tax professional looking to take on meaningful client responsibilities, mentor team members, and contribute to a collaborative, client-focused firm culture.

Key Responsibilities

• Collaborate with clients across a variety of entity structures, including individuals, trusts, partnerships, corporations, and family investment entities.
• Prepare and review complex federal, state, and local income tax returns.
• Prepare and review financial statements and related tax workpapers.
• Develop proactive tax planning strategies for high-net-worth individuals and families.
• Build and maintain strong client relationships through exceptional service and communication.
• Research and analyze tax issues and provide practical recommendations.
• Review the work of junior staff and provide coaching, guidance, and mentorship.
• Contribute to process improvements and support the firm's continued growth.

Compensation & Benefits

• Competitive salary up to $125,000, based on experience and qualifications.
• Generous paid time off program.
• 401(k) plan with employer contributions.
• Employer-sponsored health insurance.
• Hybrid work opportunities.
• Modern office overlooking the Chicago River.
• Casual, supportive, and inclusive team culture.
• Direct mentoring, professional development, and accelerated career advancement opportunities.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• CPA or EA designation preferred (or actively working toward certification).
• 3+ years of tax experience in public accounting, family office services, or a similar professional services environment.
• Experience preparing and reviewing tax returns for individuals, trusts, partnerships, and corporations.
• Strong understanding of tax compliance and tax planning concepts.
• Excellent analytical, organizational, communication, and client service skills.
• Experience with CCH Axcess, QuickBooks Online, and/or Xero preferred.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.

About MJMS Family Office Services

At MJMS Family Office Services, we are dedicated to helping individuals and families make informed financial decisions through personalized tax, accounting, and family office services. We believe in putting our clients' interests first while fostering a supportive environment where our team members can grow professionally and personally.

If you're looking for a rewarding opportunity to make a meaningful impact with clients while advancing your career, we'd love to hear from you.

View our website:      www.mjmsfos.com