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Senior Tax Associate, Private Client

Job in Chicago, Cook County, Illinois, 60601, USA
Listing for: Premier Financial Search
Full Time position
Listed on 2026-11-01
Job specializations:
  • Accounting
    Tax Accountant, Public Accounting, Tax Advisor, Accounting & Finance
Salary/Wage Range or Industry Benchmark: 120000 - 170000 USD Yearly USD 120000.00 170000.00 YEAR
Job Description & How to Apply Below

Our client, a respected CPA firm with a private client practice, is hiring a remote Senior Tax Associate to prepare and review returns for high-net-worth and ultra-high-net-worth families, family offices, and foundations. You'll work across a family's entire structure, from the individual returns to their trusts, family partnerships, and private foundation, and see how each return affects the others.

This is a fully remote opportunity.

Responsibilities:
  • Prepare complex individual, trust, gift, partnership and closely held entity returns for HNW and UHNW clients
  • Work through multi-generational family structures, foundations and related entities
  • Review returns prepared by staff as you grow into the review role
  • Research technical issues and bring recommendations to managers
  • Work with the client service team to meet deadlines in a remote setting
Qualifications:
  • 2 to 4 years of tax experience in a Big 4 Private Client, Family Office or HNW tax group (large national firm also considered)
  • Career started at that firm, not through an acquisition of a smaller firm
  • Hands-on preparation of Forms 1040, 1065 and 1041, with exposure to Form 709
  • CPA, or actively pursuing licensure
  • Comfortable working remotely and solving problems independently
  • GoSystem Tax RS experience preferred
Position Requirements
10+ Years work experience
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