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Senior Associate

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , Chicago

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Category:
Finance

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Contract Type:
Not provided

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Salary:

125000.00 - 140000.00 USD / Year
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Job Description:

This position is a career-fast-track opportunity. Whoever fills this role is expected to be promoted quickly.

Job Responsibility:

  • Assist in preparation and review of Federal, State and Local individual, partnership, S-corporation, and trust income tax projections and returns
  • Preparation and review of financial and investment deliverables
  • Execute a client service plan on complex engagements and work closely with the Directors in exceeding our client's expectations
  • Engage in planned and impromptu financial conversations with clients
  • Initiate continuous improvement through leverage of new or existing technology
  • Manage workflow of associates and administrative staff in conjunction with Director input

Requirements:

  • 5+ years of tax and financial planning experience
  • CPA or CFP (can be candidates of either designation as well)
  • Committed to professional and client service excellence
  • Superior verbal and written communication skills
  • Strong time management skills
  • Detail and deadline oriented
  • Strong proficiency with Excel and other programs in the Microsoft Suite of Products (Outlook, Word and PowerPoint) as well as Client Service Management software
  • Committed to company values
  • Self-starter/Resourceful
  • Analytical thinker
  • Team Player
  • Flexible

Nice to have:

  • Investment experience
  • Individual and pass-through entity taxation experience
  • Experience using eMoney Financial Planning Tool and/or investment performance platform
What we offer:
  • medical, vision, dental, life, and disability insurance
  • bonus
  • free online training
  • 401(k) plan

Additional Information:

Job Posted:
March 13, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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