Top 1203 Client advisor Jobs in Palatine Il

Seasonal Tax Preparer
Thrive Wealth Group —Lincolnshire, IL
- $45 - $65 an hour
- Temporary
- CPA
- Mid-level
- 3 years
- Flexible schedule
- Retirement plan
Quick Apply
Loss Control Consultant - Group Captives
Alternative Risk Underwriting —Schaumburg, IL
- Full-time
- Mid-level
- Office
- 3 years
- Health savings account
- Health insurance
Quick Apply
Cybersecurity Account Manager
HALOCK Security Labs —Schaumburg, IL
- $75,000 - $125,000 a year
- Full-time
- Hybrid work
- 5 years
- Senior level
- Communication skills
- Paid training
- Health savings account
Quick Apply
Real Estate Buyer Specialist
Legacy Properties, A Sarah Leonard Company LLC —Saint Charles, IL
- $45,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Real Estate License
- Communication skills
- Opportunities for advancement
- Flexible schedule
Quick Apply
8d
Tax Support Associate – Retail
Intuit —Palatine, IL
- $31.00 - $34.50 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
6d
Tax Support Associate – Retail
Intuit —Arlington Heights, IL
- $31.00 - $34.50 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
6d
Tier 3 Engineer
Proven Business Systems LLC —Schaumburg, IL
- $75,000 - $100,000 a year
- Full-time
- Computer science
- 7 years
- Azure
- Paid parental leave
- Health savings account
Tax Professional – Retail
Intuit —Palatine, IL
- $31.00 - $34.50 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
6d
Tax Professional – Retail
Intuit —Arlington Heights, IL
- $31.00 - $34.50 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
6d
Tax Preparer – In-Store
Intuit —Palatine, IL
- $31.00 - $34.50 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
6d
Tax Associate – TurboTax Store
Intuit —Palatine, IL
- $31.00 - $34.50 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
6d
Tax Associate – In-Store
Intuit —Arlington Heights, IL
- $31.00 - $34.50 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
6d
Tax Preparer – In-Store
Intuit —Arlington Heights, IL
- $31.00 - $34.50 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
6d
Wealth Management Advisor
Northwestern Mutual —Skokie, IL
- $61,000 - $119,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Tax Professional - TurboTax Store
Intuit —Arlington Heights, IL
- $31.00 - $34.50 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
6d
Tax Associate – In-Store
Intuit —Schaumburg, IL
- $31.00 - $34.50 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
6d
Tax Associate – TurboTax Store
Intuit —Hoffman Estates, IL
- $31.00 - $34.50 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
6d
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
6d
Tax Associate – In-Store
Intuit —Hoffman Estates, IL
- $31.00 - $34.50 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
6d
Tax Professional - TurboTax Store
Intuit —Hoffman Estates, IL
- $31.00 - $34.50 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
6d

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Seasonal Tax Preparer

Thrive Wealth Group
Lincolnshire, IL

Quick Apply

Job Details

Temporary | Seasonal | Contract
$45 - $65 an hour

Benefits

Flexible schedule
Retirement plan

Qualifications

Serving clients
Tax accountant experience
Accredited Tax Preparer (ATP)
Client communication
E-filing platforms
Retirement tax planning
Financial software
Financial statement preparation
Tax preparation software
Tax return processing
Certified Tax Planner (CTP)
Enrolled Agent
Tax experience

Full Job Description

Contracted/Seasonal Tax Preparer (1099) – January through April
Location: Northern Illinois / Southern Wisconsin + Remote Flexibility
Employment Type: 1099 Contractor (Seasonal)

About Us:
We are a premier financial planning firm specializing in retirement strategies for high-net-worth individuals and families. Our approach integrates income distribution, tax efficiency, healthcare planning, investment management, and legacy coordination. We take pride in delivering white-glove service and strategic expertise to clients transitioning into or living in retirement.

Role Overview:
We are seeking an experienced Seasonal Tax Preparer to join our team during tax season (January through April). This role is responsible for preparing and filing personal federal and state tax returns for clients primarily located in Illinois, Wisconsin, and various states across the U.S. You’ll work closely with our financial advisors and operations team to ensure a seamless and highly personalized experience for our clients.

Key Responsibilities:

Prepare and file accurate and compliant federal and multi-state tax returns (primarily individual, occasional trust or estate returns)
Conduct virtual or in-person client tax appointments as needed
Analyze financial documents, retirement distributions, and investments to identify tax-saving opportunities
Collaborate with internal financial advisors to align tax strategies with retirement income plans
Maintain thorough documentation and clear communication with clients and team members
Ensure timely e-filing and follow-up on any IRS or state notices during the season

Qualifications:

Minimum 3 years of experience preparing individual tax returns
Active PTIN and knowledge of IRS e-file procedures
Proficient in tax preparation software (e.g., Drake, Lacerte, ProSeries, or similar)
Familiarity with tax implications of retirement income, RMDs, Social Security, pensions, annuities, and investment accounts
Ability to handle multi-state returns (IL, WI required; others a plus)
Strong communication and client-service skills
Enrolled Agent (EA), CPA, or AFSP designation preferred

Compensation:

Competitive per-return or hourly rate (based on experience and complexity)
1099 contractor status
Access to a collaborative, organized team with pre-scheduled client meetings and prepared documents

Schedule:

Seasonal contract: January – April
Flexible hours; combination of in-person and remote work may be available
Client meetings typically scheduled during normal business hours

To Apply:
Submit your resume and a short cover letter detailing your experience and availability for the upcoming tax season.

Job Types: Seasonal, Contract

Pay: $45.00 - $65.00 per hour

Expected hours: 40 per week

Experience:

tax preparation: 3 years (Preferred)

License/Certification:

Enrolled Agent (Required)
CPA (Preferred)

Ability to Commute:

Lincolnshire, IL 60069 (Required)

Work Location: In person

Quick Apply

Refine Your Search

client advisor jobs in palatine il

Seasonal Tax Preparer

Loss Control Consultant - Group Captives

Cybersecurity Account Manager

Real Estate Buyer Specialist

Tax Support Associate – Retail

Tax Support Associate – Retail

Tier 3 Engineer

Tax Professional – Retail

Tax Professional – Retail

Tax Preparer – In-Store

Tax Associate – TurboTax Store

Tax Associate – In-Store

Tax Preparer – In-Store

Wealth Management Advisor

Tax Professional - TurboTax Store

Tax Associate – In-Store

Tax Associate – TurboTax Store

Tax Professional – Retail

Tax Associate – In-Store

Tax Professional - TurboTax Store

I want to receive the latest job alert for client advisor in palatine il

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