Senior Tax Associate, CPA, EA, or JD

Company Overview

Our SAGE Tax Advisory Team is growing! We have an exciting opportunity for a Senior Tax Associate with room for professional and personal growth with the tax advisory division of our firm. We are committed to exceeding our client’s expectations, providing advisory-based tax solutions using a harmonized approach.

SAGE Tax Advisory is an Equal Opportunity Employer. We are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and employees without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by applicable law.

$90,000.00/yr - $/yr

The Senior Tax Associate will be responsible for preparing and reviewing individual and business tax returns, supporting clients in compliance with federal and state tax regulations, and delivering proactive tax planning strategies. This role also includes mentoring junior staff, supporting IRS and state audits, and ensuring best practices in data security and client service.

• Prepare and review individual, business, and trust income tax returns with accuracy and timeliness.
• Ensure compliance with federal, state, and local tax laws.
• Stay current with tax code changes and regulations.
• Meet with clients to gather financial information and provide tax guidance.
• Identify potential deductions, credits, and tax planning opportunities.
• Respond to IRS and State notices and inquiries.
• Support clients during audits, providing documentation and resolution strategies.

• Assist with bookkeeping for monthly service clients when needed.
• Train and mentor junior staff members.
• Support senior leaders and collaborate with other advisory team members.

• Maintain accurate and organized records of tax filings and related correspondence.
• Ensure confidentiality and data security for all client information.

• Bachelor's in accounting or related degrees.
• Active CPA, EA, or JD license required; candidates actively pursuing certification will also be considered.
• Experience preparing and reviewing individual, business, and trust tax returns.
• Minimum 4 years of tax experience in a public accounting firm.
• Proficiency in tax preparation software and digital office environments.
• Strong analytical and organizational skills with the ability to work independently.
• Excellent communication, customer service, and follow-up skills.
• Ability to adapt in a fast‑paced, flexible work environment.
• Integrity and trust.
• Attention to detail and accuracy.
• Client‑focused mindset.
• Adaptability and flexibility.
• Strong problem‑solving skills.

• 401(k)
• Continuing education credits
• Health insurance
• On‑site gym
• Paid time off
• Vision insurance

• Mid‑Senior level

• Full‑time

• Accounting/Auditing and Finance
• Industries:
  Accounting

Oakbrook Terrace, IL