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Senior HNW Tax Strategist & Advisor; Hybrid

Job in Bloomington, McLean County, Illinois, 61791, USA
Listing for: The Agency
Full Time position
Listed on 2026-09-24
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 120000 - 190000 USD Yearly USD 120000.00 190000.00 YEAR
Job Description & How to Apply Below
Position: Senior HNW Tax Strategist & Advisor (Hybrid)

The Agency is seeking an experienced CPA to lead complex tax engagements for high-net-worth individuals and investment entities in Illinois. The role focuses on strategic planning, research, and advisory services while mentoring Associates and Senior Associates.

You will review intricate returns, coordinate engagement timelines, and collaborate with internal teams to deliver exceptional client service. A hybrid work model is offered.

This opportunity is for the Senior HNW Tax Strategist & Advisor (Hybrid) role at The Agency.

Step into the Senior HNW Tax Strategist & Advisor (Hybrid) role at The Agency in IL, United States and grow with us.

Please review the full job details above before applying.

If your experience matches this role, we encourage you to apply.

All applications are reviewed carefully by our team.

Position Requirements
10+ Years work experience
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