Job Title: Tax Planning / Compliance Manager
Location: Oakbrook Terrace IL (Local Candidates Only)
Employment Type: FullTime
Salary Range: Open (Based on Experience)
Experience: At least 8 years in public accounting
Job Category: Public Accounting Taxation
Interview Process - First Interview:
- Conducted via Zoom with video on (45 minutes).
- Purpose: Mutual understanding between the candidate and the firm.
- Second Interview:
- Conducted in person at the Oakbrook Terrace office (60 minutes).
- Includes technical questions to assess expertise and comfort with client scenarios.
- Postinterview:
- Completion of employment application and submission of three references.
Key Responsibilities - Supervise and manage income tax return compliance engagements.
- Provide tax planning services to clients ensuring adherence to recent tax laws.
- Work collaboratively on complex trusts and estate tax matters.
- Mentor and train junior staff to foster their professional development.
Minimum Expectations - Work Hours:
- 55 hours/week during busy seasons (January April 15 August October 15).
- 40 50 hours/week outside busy seasons. Target billable hours: 1675 annually.
- Work Location:
- Fulltime inoffice role based in Oakbrook Terrace IL.
- Hybrid flexibility available (outside busy season) for candidates with 8 years of experience.
- Client Focus:
- Willingness to serve clients and grow professionally.
- Ability to travel to client sites within the Chicagoland area as needed.
Job Requirements (MustHave): - CPA certification with a minimum of 8 years of public accounting experience in preparing/reviewing income tax returns.
- Comprehensive knowledge of recent Federal tax laws including those for individuals profit and notforprofit businesses and complex trusts/estates.
- Recent (2022 or later) experience in public accounting within a CPA firm.
- Strong foundational knowledge in basic tax and accounting services.
- Uptodate understanding of tax laws regulations and accounting pronouncements (2018 onward).
Preferred Qualifications: - Ability to manage both tax compliance and consulting projects.
- Expertise in individual and business tax matters (preferred but not required).
- Comfort with handling assurancerelated projects.
Benefits: - Competitive salary based on experience.
- Paid overtime/compensated time off.
- Employer contribution to a profitsharing plan.
- 401(k) Plan.
- Health insurance and sick pay.
- Paid vacation.
- Lifetime commission (15%) on new business brought into the firm.
- Flexible scheduling with hybrid options available outside busy season (after orientation period).