Boutique Tax Firm Seeking Experienced Tax Professional
A long-established boutique firm in downtown Chicago seeks a tax professional who values long-term growth, autonomy, and continuous learning. The role focuses primarily on 1040s, partnerships, trusts, and other pass-through entities. They are open to training in areas where experience is limited, but strong communication skills and a desire to expand knowledge are essential.
Growth Opportunity:
This position is open due to a growing client base, in addition to several partner transitions over the next 5 years. This creates an excellent opportunity for someone who wants to grow into a partnership role. The ideal candidate values working with high-caliber clients while maintaining a healthy work-life balance.
Culture & Fit:
The firm thrives on collaboration and inclusivity. Team members handle partnerships, S-corps, trusts, and estate planning, providing a well-rounded experience. They enjoy social events like cocktail parties after busy season and a holiday celebration. Expectations for hours are reasonable, with a supportive and laid-back atmosphere outside of tax season.
Perks:
During tax season, peak workload reaches around 60 hours per week. Summers are relaxed, though October deadlines can be busier due to K-1 delays. Benefits include competitive pay, generous PTO, 401(k) with matching, health insurance, hybrid work options, and CPA exam support.
Skills:
Experience with 1040s, trusts, partnerships, and gift tax returns
Proficiency in CCH Axcess or similar software
Strong communication and organizational skills
Detail-oriented and self-motivated
This is an excellent opportunity for someone seeking growth, learning, and long-term commitment in a supportive, dynamic environment.