Top 1071 Tax professional Jobs in Lombard Il

Senior Tax Planner
Boutique Recruiting —Oakbrook Terrace, IL
- $90,000 - $130,000 a year
- CPA
- Research
- Bachelor's degree
- Paid holidays
- Health insurance
Quick Apply
Senior Tax Strategist
Block Advisors —Naperville, IL
- $90,000 - $115,000 a year
- Full-time
- Background check
- CPA
- Writing skills
- Paid training
- Continuing education credits
Quick Apply
Tax Support Associate – Retail
Intuit —Oak Brook, IL
- $31.00 - $34.50 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
7d
Tax Professional – Retail
Intuit —Oak Brook, IL
- $31.00 - $34.50 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
7d
Tax Professional – Retail
Intuit —Downers Grove, IL
- $31.00 - $34.50 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
7d
Tax Support Associate – Retail
Intuit —Des Plaines, IL
- $31.00 - $34.50 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
7d
Tax Accountant
Weinberg Barton & Company —Evanston, IL
- $75,000 - $125,000 a year
- Part-time
- Hybrid work
- CPA
- Office
- QuickBooks
- Travel reimbursement
- Profit sharing
Quick Apply
13h
Tax Associate – In-Store
Intuit —Downers Grove, IL
- $31.00 - $34.50 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
7d
Tax Professional - TurboTax Store
Intuit —Oak Brook, IL
- $31.00 - $34.50 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
7d
Tax Associate – TurboTax Store
Intuit —Oak Brook, IL
- $31.00 - $34.50 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
7d
Tax Associate – In-Store
Intuit —Oak Brook, IL
- $31.00 - $34.50 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
7d
Tax Professional - TurboTax Store
Intuit —Des Plaines, IL
- $31.00 - $34.50 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
7d
Tax Preparer – In-Store
Intuit —Downers Grove, IL
- $31.00 - $34.50 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
7d
Tax Preparer – In-Store
Intuit —Naperville, IL
- $31.00 - $34.50 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
7d
Tax Associate – TurboTax Store
Intuit —Naperville, IL
- $31.00 - $34.50 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
7d
Tax Preparer – In-Store
Intuit —Des Plaines, IL
- $31.00 - $34.50 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
7d
Tax Professional – Retail
Intuit —Hoffman Estates, IL
- $31.00 - $34.50 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
7d
Accounting Manager
Confidential —Naperville, IL
- $73,000 - $80,000 a year
- Full-time
- 6 years
- CPA
- Office
- Health insurance
- Dental insurance
Quick Apply
1d
Experienced QuickBooks Accountant / Bookkeeper
H.D Roseth & Assoc. Ltd —Riverwoods, IL
- $50,000 - $70,000 a year
- Full-time
- Office
- QuickBooks
- In-person
- Paid training
- Health savings account
Quick Apply
Tax Accountant - In-Store
Intuit —Oak Brook, IL
- $31.00 - $34.50 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program

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Senior Tax Planner

Boutique Recruiting -
Oakbrook Terrace, IL

Quick Apply

Job Details

$90,000 - $130,000 a year

Benefits

Paid holidays
401(k) 3% Match
Health insurance
401(k)
Paid time off
401(k) matching

Qualifications

Customer communication
Customer relationship building
Tax law research
Financial client presentations
Research
Business consulting
Income tax planning
Regulatory legal research
Bachelor's degree

Full Job Description

Position Title: Senior Tax Planner

The Senior Tax Planner plays a crucial role in supporting senior financial advisors and enhancing client relationships. This position requires a dedicated professional who is committed to delivering exceptional service and is willing to invest the necessary time and effort to meet client needs. The ideal candidate will thrive in a team-oriented environment, demonstrating adaptability and a willingness to learn new practices. By engaging with clients and contributing to the overall success of the financial team. Strong communication skills and a proactive approach to client service are essential for this role.

Salary Range: $90,000 - $130,000 base / Year DOE

Responsibilities:

Partner with the advisory team to develop strategic tax planning solutions for high-net-worth individuals and business entities
Create and present clear, actionable tax recommendations tailored to each client’s financial circumstances and long-term goals
Communicate directly with clients regarding tax strategies, projections, planning opportunities and other tax-related matters
Participate in prospect meetings with the advisory team to explain the value and impact of proactive tax planning
Prepare and review individual and entity tax projections
Identify planning opportunities that support clients’ broader financial, investment and business objectives
Research complex technical tax matters and evaluate the impact of new or updated regulations
Guide and support research related to advanced client tax needs
Stay current on federal and state tax laws, regulatory changes and emerging tax planning strategies
Communicate relevant tax law developments and planning implications to internal team members
Build client confidence through demonstrated expertise, reliability and responsive communication
Address client questions and ongoing tax planning needs accurately and promptly
Ensure planning deliverables, client communications and internal deadlines are completed on time
Use tax planning software and analytical tools effectively to develop accurate projections and recommendations
Identify and implement opportunities to improve tax planning processes, workflows and service delivery
Develop trusted relationships with clients through consistent responsiveness, sound judgment and technical competence

Requirements:

Bachelor’s degree
Certified Financial PlannerTM designation
CPA or Enrolled Agent designation required, though candidates actively pursuing one of these credentials will be considered
8-10+ years of tax planning, tax preparation or related tax advisory experience
Experience providing client-focused tax consulting to high-net-worth individuals and business entities
Strong knowledge of individual and entity taxation, tax projections and strategic tax planning
Proven ability to research and interpret complex tax laws, regulations and technical matters
Strong client presentation and consultative communication skills
Ability to explain technical tax concepts in a clear and practical manner
Highly effective interpersonal and relationship management skills
Excellent organization and time management skills
Ability to manage multiple priorities and deadlines in a fast-paced, time-sensitive environment
Exceptional attention to detail, accuracy, and follow-through
Experience with Holistiplan and Income Lab preferred

Benefits:

10 days of PTO accrued
8 paid holidays
Health insurance available after 90 days of employment
401(k) plan with a 3% match after 90 days

If you are a Senior Tax Planner looking to take the next step in your career, apply now!

#LI-SB1

Quick Apply

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