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.
