Senior Associate - High Net Worth Tax Practice

High-Net-Worth Tax | Trust & Estate Planning | Career Advancement | Principal Track Opportunity

Compensation: Competitive Base Salary + Bonus Opportunities

Location: Naperville, Illinois
Schedule: Flexible Hybrid
Compensation: $70,000-$105,000

Our client, a highly respected and growing public accounting and advisory firm, is seeking a Senior Associate to join its High Net Worth Tax Practice.

This is more than a traditional tax compliance position.

It's an opportunity to work directly with high-net-worth individuals, families, trusts, estates, business owners, and closely held businesses while building the technical expertise, client relationships, and leadership skills necessary for long-term career advancement.

The firm is known for investing heavily in its people, creating a collaborative culture, and providing a clear path for professionals who aspire to grow into future leadership roles. This is an ideal opportunity for a tax professional who enjoys complex client situations, tax planning, and serving as a trusted advisor.

If you're looking for a firm where your growth potential is genuinely unlimited, we'd welcome a confidential conversation.

Why This Opportunity Stands Out

• Hybrid work environment
• Clear path toward Manager, Principal, and firm leadership opportunities
• Exposure to sophisticated high-net-worth tax matters
• Strong firm culture centered on collaboration and mentorship
• Direct client contact and advisory opportunities
• CPA exam incentives and support
• Flexible scheduling
• Opportunity to coach and mentor developing professionals
• Diverse and challenging client engagements
• Performance-based bonus opportunities

About the Firm

Our client is a well-established public accounting and advisory firm serving high-net-worth individuals, trusts, estates, business owners, and closely held businesses.

The firm combines technical excellence with a relationship-driven approach, helping clients navigate complex tax matters while building long-term financial success.

Professionals enjoy meaningful client interaction, strong mentorship, and opportunities to make a direct impact on both client outcomes and firm growth.

The Opportunity

As a Senior Associate within the High Net Worth Tax Practice, you'll work closely with Managers and Principals while taking increasing ownership of client relationships and engagement execution.

You'll gain experience with:

• High-Net-Worth Individual Taxation
• Trust & Estate Taxation
• Fiduciary Tax Compliance
• Partnership Taxation
• Corporate Taxation
• Tax Planning Strategies
• IRS & State Tax Matters
• Client Advisory Services
• Staff Development & Mentorship

This role offers an excellent combination of technical tax work, client interaction, and leadership development.

Key Responsibilities

Tax Compliance & Review

• Prepare and review individual, trust, estate, partnership, and corporate tax returns
• Prepare estimated tax payments and extensions
• Ensure compliance with federal, state, and local tax regulations
• Maintain high standards of technical accuracy and quality

Tax Planning & Advisory

• Identify client opportunities and planning strategies
• Assist with complex tax research projects
• Draft responses to IRS and other tax authority inquiries
• Research federal, state, and local tax matters
• Help clients navigate complex financial and tax situations

Client Service

• Develop strong client relationships through responsiveness and communication
• Serve as a trusted resource for assigned clients
• Develop an understanding of client operations and goals
• Help identify opportunities for additional planning and advisory services
• Deliver exceptional client service throughout the year

Leadership & Mentorship

• Coach and support Associates as they develop technical skills
• Assist with training and professional development
• Share best practices and technical knowledge
• Support engagement teams and contribute to collaborative success

Engagement Management

• Organize and manage multiple projects simultaneously
• Monitor deadlines, budgets, and deliverables
• Support Managers and Principals with engagement economics
• Assist with billing, realization, and collection processes
• Participate in special projects and firm initiatives

Qualifications

Required

• 3+ years of public accounting tax experience
• Minimum of 2 years preparing complex individual, business, and fiduciary tax returns
• Strong technical tax knowledge
• Excellent written and verbal communication skills
• Strong organizational and project management abilities
• Ability to manage multiple priorities and deadlines
• Strong attention to detail

Preferred

• CPA candidate or actively pursuing CPA licensure
• Experience with CCH Axcess Tax and Engagement
• Experience working with high-net-worth individuals and family groups
• Tax planning experience
• Prior mentoring or leadership experience

Who Thrives Here?

The ideal candidate:

• Enjoys solving complex tax issues
• Wants direct client interaction
• Has a passion for tax planning and advisory work
• Enjoys mentoring and developing others
• Values collaboration and continuous learning
• Takes ownership of client service and project outcomes
• Is motivated by long-term career advancement opportunities

Benefits

• Hybrid work environment
• Flexible schedules
• CPA exam incentives
• Referral bonus opportunities
• Health insurance
• Dental insurance
• Vision insurance
• Health Savings Account (HSA)
• Flexible Spending Accounts (FSA)
• Dependent Care FSA
• Employer-paid short-term disability
• Employer-paid long-term disability
• Paid parental leave
• Group life insurance
• 12.5 paid holidays annually
• PTO starting at 15 days per year
• 401(k) with discretionary employer contribution
• Continuing education and training support
• Professional memberships paid by the firm
• Performance-based bonus opportunities

If you're a Tax Senior, Senior Associate, or High-Net-Worth Tax professional seeking greater client exposure, technical growth, and a pathway to future leadership, we'd love to speak with you confidentially.