CPA – Tax Review & Client Lead On-Site in Lakeview

Location: 3240 N Sheffield Ave, Chicago, IL (Lakeview), mostly on-site

Type: Independent contractor, long-term and seasonal

Compensation: $75 per hour

Lakeview Financial Services has served individuals and small businesses in the neighborhood for about 40 years. We have over 1,000 active client accounts, and most of our work is tax, alongside bookkeeping and payroll. Our founding CPA is moving toward retirement. We’re looking for a local CPA to become the trusted face of the firm for many of these long-standing clients.

You’ll be the on-site CPA. Clients will meet with you, ask you their questions, and come to trust you over time. We take care of everything else: the office, intake, document collection, billing, scheduling, software and admin staff. That leaves you free to focus on review, sign-off and advice. Many CPAs who run their own small practices find this works well alongside their own book of clients.

• Review and sign returns prepared by our staff: 1040 (incl. Schedule
  
  C), 1065, 1120, 1120-S, 1041, 990 and the related state filings
• Meet with clients in the office to go over results, answer questions and give forward-looking tax advice
• Help clients move smoothly from our founding CPA to you
• Handle IRS and state notices and correspondence
• Share your ideas on how our workflow and processes could improve

• Active CPA license (Illinois, or eligible to practice in Illinois)
• 5-10 years of individual and small-business tax prep, review and client advisory work
• You like sitting across the desk from clients and explaining things in plain English
• You work independently and can review accurately at volume during busy season
• You live in or near Chicago and can be on-site regularly. Ideally 3-4 days a week during tax season (Jan-Apr) and around the fall extension deadlines, with 1-2 days a week during the off-season. Our office is open Monday-Thursday, 10-5 in the off-season, Monday-Saturday, 9-6 during busy season.
• Drake Tax experience is a plus. We also use Tax Dome for workflow and the client portal.

• A steady flow of established clients, with no marketing or selling needed
• Your own private office in Lakeview
• Full admin and operations support, so you never have to chase documents or invoices
• Your own practice stays your own, and you set your schedule within our client-appointment days
• Room to grow: we’re acquiring other Chicago-area practices and want CPAs who can take on more client relationships as we expand