Top 182 Tax senior Jobs in Chicago, Il

Senior Tax Advisor
Zhou Agency —Chicago, IL
- $100,000 - $120,000 a year
- Full-time
- CPA
- 5 years
- Project management
- Profit sharing
- Health insurance
Quick Apply
6d
Senior Tax Professional – In-Store
Intuit —Chicago, IL
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
4d
Senior Tax Manager
Distinct Recruitment —Naperville, IL
- $160,000 - $200,000 a year
- Full-time
- Hybrid work
- Management
- CPA
- Children
- Profit sharing
- Paid training
Quick Apply
12d
Senior Tax Associate
Distinct —Oakbrook Terrace, IL
- $85,000 - $105,000 a year
- Full-time
- Hybrid work
- Mentoring
- Senior level
- Leadership
- Profit sharing
- Paid training
Quick Apply
12d
Tax Senior
Everforth —Northbrook, IL
- Full-time
- Management
- CPA
- Research
Quick Apply
14d
Senior Tax Manager - Private Client Services
Andersen —Chicago, IL
- $154,000 - $219,000 a year
- CPA
- 5 years
- Office
- Paid holidays
- Health insurance
Tax Senior - Chicago/Deerfield
Michael Silver & Company —Chicago, IL
- Full-time
- CPA
- Mid-level
- 3 years
Senior Tax Professional – In-Store
Intuit —Oak Brook, IL
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
3d
Senior Tax Expert – Retail
Intuit —Des Plaines, IL
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
3d
Senior Tax Professional – In-Store
Intuit —Des Plaines, IL
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
3d
Senior Tax Professional – In-Store
Intuit —Wilmette, IL
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
3d
Senior Tax Expert – Retail
Intuit —Oak Brook, IL
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
3d
Senior Tax Analyst (Income Tax)
Reyes Holdings —Rosemont, IL
- $92,880 a year
- Monday to Friday
- CPA
- Research
- Mid-level
7d
Senior Tax Manager - Hybrid
Everforth —Chicago, IL
- Full-time
- Hybrid work
- 7 years
- Microsoft Excel
- CPA
- Dental insurance
- 401(k)
Quick Apply
14d
Senior Manager, Business Tax Services - Asset Management
KPMG —Chicago, IL
- Full-time
- CPA
- Office
- Master's degree
- Disability insurance
- Health insurance
Senior Tax Expert – Retail
Intuit —Glenview, IL
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
3d
Contract Senior Property Tax Advisor
Brilliant Staffing LLC —Chicago, IL
- Contract
- CPA
- 5 years
- Writing skills
Quick Apply
Senior Tax Expert – Retail
Intuit —Wilmette, IL
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
3d
Senior Tax Associate
Distinct Recruitment —Chicago, IL
- $80,000 - $100,000 a year
- Full-time
- Hybrid work
- CPA
- Mid-level
- 3 years
- Profit sharing
- Paid training
Quick Apply
12d
Senior Tax Manager
Everforth —Chicago, IL
- $150,000 - $180,000 a year
- Full-time
- CPA
- 5 years
- Office
- Paid parental leave
- Health savings account
Quick Apply
14d

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Senior Tax Advisor

Zhou Agency -
Chicago, IL

Quick Apply

Job Details

Full-time
$100,000 - $120,000 a year
6 days ago

Benefits

Profit sharing
Health insurance
Dental insurance
401(k)
Paid time off
Work from home
Vision insurance
401(k) matching
Flexible schedule
Life insurance

Qualifications

Investment
Tax planning
Tax compliance management
Customer relationship building
Financial software
Partnership tax expertise
Life insurance knowledge
Managing financial planning clients
Project management
Client services experience
Customer relationship management
State tax return preparation
Tax preparation software

Full Job Description

About the Role

We are looking for a seasoned, client-focused Senior Tax Advisor to join our team. In this role, you will serve as a trusted advisor to individuals and small business owners — guiding them through tax filing, year-round tax planning, and the development of personalized strategies that maximize tax efficiency. You will own a portfolio of clients, drive new client conversion, and play an active role in expanding our full-service offerings, including tax planning, life insurance, and real estate investment strategies.

Key Responsibilities

Tax Delivery & Compliance

Manage the timely delivery of tax services for individuals and small businesses, ensuring accuracy and full compliance with current tax laws and regulations.

Tax Planning & Strategies

Analyze client financial data to identify tax-saving opportunities, including deductions, credits, retirement contributions, business structuring, and other efficiency levers to deliver customized tax solutions
Develop and present forward-looking tax strategies tailored to each client's financial situation, goals, and business structure.

Client Relationship Management

Implement a systematic approach to client touchpoints, ensuring meaningful, personalized interactions at every stage of the client lifecycle.
Develop and execute retention strategies to deepen client relationships and improve satisfaction.
Proactively identify opportunities to expand services offered to existing clients, including tax planning, financial planning, life insurance, and real estate advisory.

Lead Generation & Client Conversion

Engage new leads, assess their tax and financial needs, and recommend appropriate services to meet their goals.
Convert prospects into long-term clients, guiding them through a seamless onboarding experience and into full-service tax engagements.

Life Insurance & Real Estate Case Management

Collaborate with internal partners on the conversion and onboarding process for life insurance and real estate investment cases.
Develop and maintain a working knowledge of life insurance and real estate products as tax-efficient strategies, contributing to successful case management and execution.
Proactively follow up with clients to ensure timely progression and resolution of open cases.

Qualifications

Required

5+ years of experience in tax advisory, public accounting, client advisory, wealth management, or financial planning roles
CPA license or IRS Enrolled Agent (EA) designation (active and in good standing) preferred
Demonstrated experience preparing personal (individual) and small business tax returns (sole proprietors, partnerships, S-Corps, LLCs)
Strong client-facing experience with a proven ability to build and maintain client relationships
Understanding of life insurance and real estate investment as tax-efficient strategies
Excellent written and verbal communication skills — able to clearly educate clients and lead advisory conversations with confidence
Strong project management skills with the ability to juggle multiple client engagements, prioritize effectively, and meet deadlines
Experience with tax preparation software (e.g., UltraTax, Drake, or similar)

Skills & Competencies

Client-first mindset with a proactive, relationship-driven approach
Analytical thinker with strong attention to detail
Entrepreneurial spirit — motivated to grow a client portfolio and contribute to firm growth
Discretion and integrity when handling sensitive financial information
Performs well in a fast-paced environment, particularly during peak tax season

Pay: $100,000.00 - $120,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Paid time off
Profit sharing
Vision insurance
Work from home

Work Location: In person

Quick Apply

Refine Your Search

tax senior jobs in chicago, il

Senior Tax Advisor

Senior Tax Professional – In-Store

Senior Tax Manager

Senior Tax Associate

Tax Senior

Senior Tax Manager - Private Client Services

Tax Senior - Chicago/Deerfield

Senior Tax Professional – In-Store

Senior Tax Expert – Retail

Senior Tax Professional – In-Store

Senior Tax Professional – In-Store

Senior Tax Expert – Retail

Senior Tax Analyst (Income Tax)

Senior Tax Manager - Hybrid

Senior Manager, Business Tax Services - Asset Management

Senior Tax Expert – Retail

Contract Senior Property Tax Advisor

Senior Tax Expert – Retail

Senior Tax Associate

Senior Tax Manager

I want to receive the latest job alert for tax senior in chicago, il

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