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Senior Associate

United States, Chicago Employment contract 125000.00 - 140000.00 USD / Year · Job Posted May 05, 2026
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Job Description

The #1 thing on everyone's mind right now: ‘Where can I find a fresh start?’. NOTE: 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

  • Ideal candidate has 5+ years of tax and financial planning experience
  • Investment experience preferred, but not required
  • CPA or CFP (can be candidates of either designation as well)
  • Individual and pass-through entity taxation experience preferred
  • 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
  • experience using eMoney Financial Planning Tool and/or investment performance platform is optimal
  • 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

  • bonus
  • medical
  • vision
  • dental
  • life
  • disability insurance
  • 401(k) plan

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