Top 215 Tax advisor Jobs in Munster In

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
2d
Tax Manager
Distinct —Chicago, IL
- $125,000 - $155,000 a year
- Full-time
- Hybrid work
- Mid-level
- Mentoring
- Accounting
- Travel reimbursement
- Profit sharing
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8d
Tax Advisor
Waverly Advisors, LLC —Merrillville, IN
- Overtime
- CPA
- Research
- Office
- Profit sharing
- Paid holidays
Quick Apply
Tax Manager - Indirect Tax - Property Tax
EY —Chicago, IL
- $105,100 - $218,900 a year
- CPA
- 5 years
- Analysis skills
- Paid holidays
- Health insurance
Tax Manager
Finitetek —Chicago, IL
- $100,000 - $125,000 a year
- Full-time
- CPA
- 5 years
- Bachelor of Science
- Health insurance
- Dental insurance
Quick Apply
2d
Tax Senior Manager - Transfer Pricing
bp —Chicago, IL
- $180,000 - $225,000 a year
- Full-time
- Hybrid work
- Management
- Writing skills
- Pass drug screening
- Paid holidays
- Disability insurance
8d
Senior Tax Manager - Hybrid
Everforth —Chicago, IL
- Full-time
- Hybrid work
- 7 years
- Microsoft Excel
- CPA
- Dental insurance
- 401(k)
Quick Apply
9d
Manager, Strategic Corporate Tax
KPMG —Chicago, IL
- Full-time
- CPA
- 5 years
- Office
- Disability insurance
- Health insurance
8d
Tax Manager
Distinct Recruitment —Frankfort, IL
- $130,000 - $180,000 a year
- Full-time
- Hybrid work
- CPA
- Senior level
- Tax experience
- Health insurance
- Dental insurance
Quick Apply
8d
Senior Manager, Business Tax Services - Asset Management
KPMG —Chicago, IL
- Full-time
- CPA
- Office
- Master's degree
- Disability insurance
- Health insurance
Tax Manager
Everforth —Chicago, IL
- Full-time
- CPA
- 5 years
- Research
- Dental insurance
- 401(k)
Quick Apply
10d
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
9d
State & Local Tax M&A Senior Manager, Tax Transaction Advisory Services
Crowe —Chicago, IL
- $137,900 - $290,700 a year
- Full-time
- Hybrid work
- CPA
- 5 years
- Finance
Quick Apply
10d
Manager, Business Tax Services - Real Estate
KPMG —Chicago, IL
- Full-time
- Management
- CPA
- 5 years
- Disability insurance
- Health insurance
Manager, Business Tax Services - Integrated Partnership Solutions
KPMG —Chicago, IL
- Full-time
- Management
- CPA
- 5 years
- Disability insurance
- Health insurance
8d
Tax Manager - State and Local (SALT)
Everforth —Chicago, IL
- $130,000 - $170,000 a year
- Full-time
- Hybrid work
- 7 years
- CPA
- Office
Quick Apply
10d
Tax Manager
Everforth —Chicago, IL
- $110,000 - $150,000 a year
- Full-time
- CPA
- Office
- Mentoring
- Profit sharing
- 401(k) matching
Quick Apply
10d
Real Estate Consulting Manager, State & Local Tax Consulting
Crowe —Chicago, IL
- $102,500 - $209,400 a year
- Full-time
- Hybrid work
- Microsoft Excel
- CPA
- Research
Quick Apply
10d
Insurance Senior Tax Manager, Financial Services
Crowe —Chicago, IL
- $127,700 - $269,300 a year
- Full-time
- Hybrid work
- CPA
- Research
- Bachelor's degree
Quick Apply
10d
Assistant Property Manager (Tax Credit)
HHDC —Chicago, IL
- $40,000 - $43,000 a year
- Full-time
- Spanish
- Clean driving record
- English
- Health insurance
- Dental insurance
Quick Apply
9d

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Senior Tax Advisor

Zhou Agency -
Chicago, IL

Quick Apply

Job Details

Full-time
$100,000 - $120,000 a year
2 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 advisor jobs in munster in

Senior Tax Advisor

Tax Manager

Tax Advisor

Tax Manager - Indirect Tax - Property Tax

Tax Manager

Tax Senior Manager - Transfer Pricing

Senior Tax Manager - Hybrid

Manager, Strategic Corporate Tax

Tax Manager

Senior Manager, Business Tax Services - Asset Management

Tax Manager

Senior Tax Manager

State & Local Tax M&A Senior Manager, Tax Transaction Advisory Services

Manager, Business Tax Services - Real Estate

Manager, Business Tax Services - Integrated Partnership Solutions

Tax Manager - State and Local (SALT)

Tax Manager

Real Estate Consulting Manager, State & Local Tax Consulting

Insurance Senior Tax Manager, Financial Services

Assistant Property Manager (Tax Credit)

I want to receive the latest job alert for tax advisor in munster in

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