Job Title: Tax Planning / Compliance Manager
Location: Oakbrook Terrace, IL (Local Candidates Only)
Employment Type: Full-Time
Salary Range: Open (Based on Experience)
Experience: At least 8 years in public accounting
Job Category: Public Accounting - Taxation

1. First Interview:
   • Conducted via Zoom with video on (45 minutes).
   • Purpose: Mutual understanding between the candidate and the firm.
2. Second Interview:
   • Conducted in person at the Oakbrook Terrace office (60 minutes).
   • Includes technical questions to assess expertise and comfort with client scenarios.
3. Post-interview:
   • Completion of employment application and submission of three references.

• Supervise and manage income tax return compliance engagements.
• Provide tax planning services to clients, ensuring adherence to recent tax laws.
• Work collaboratively on complex trusts and estate tax matters.
• Mentor and train junior staff to foster their professional development.

• Work Hours:
  • 55+ hours/week during busy seasons (January April 15, August October 15).
  • 40 50 hours/week outside busy seasons. Target billable hours: 1,675 annually.
• Work Location:
  • Full-time, in-office role based in Oakbrook Terrace, IL.
  • Hybrid flexibility available (outside busy season) for candidates with 8+ years of experience.
• Client Focus:
  • Willingness to serve clients and grow professionally.
  • Ability to travel to client sites within the Chicagoland area as needed.

• CPA certification with a minimum of 8 years of public accounting experience in preparing/reviewing income tax returns.
• Comprehensive knowledge of recent Federal tax laws, including those for individuals, profit and not-for-profit businesses, and complex trusts/estates.
• Recent (2022 or later) experience in public accounting within a CPA firm.
• Strong foundational knowledge in basic tax and accounting services.
• Up-to-date understanding of tax laws, regulations, and accounting pronouncements (2018 onward).

• Ability to manage both tax compliance and consulting projects.
• Expertise in individual and business tax matters (preferred but not required).
• Comfort with handling assurance-related projects.

• Competitive salary based on experience.
• Paid overtime/compensated time off.
• Employer contribution to a profit-sharing plan.
• 401(k) Plan.
• Health insurance and sick pay.
• Paid vacation.
• Lifetime commission (15%) on new business brought into the firm.
• Flexible scheduling, with hybrid options available outside busy season (after orientation period).