One of the fastest growing privately owned firms in the United States (Inc. 5000 list 2026, 2025, 2024, 2023) and uniquely a tax-focused wealth management firm, helping successful retirees, business owners and professionals coordinate their investments, retirement income, tax planning, healthcare planning and estate planning under one roof. In 2023 & 2024 we were selected as the “Best Financial Planning Firm in Illinois” by Wealth & Finance Magazine.

Each year we welcome approximately $100 million of new client assets into the firm. Our clients don’t come to us looking for tax preparation alone, they expect proactive advice that can potentially save them hundreds of thousands of dollars over retirement.

We’re looking for an experienced CPA or Enrolled Agent who enjoys both technical tax work and strategic planning.

This is not a traditional accounting firm position.

You’ll spend tax season leading our tax department while preparing complex returns, and the remainder of the year working alongside our fiduciary financial advisors helping clients implement sophisticated lifetime tax strategies.

If you enjoy solving complex tax problems, collaborating with advisors, and making a measurable impact on clients’ lives, we’d love to meet you.

What You’ll Do

Tax Department Leadership (February-April)

• Manage the firm’s tax preparation department
• Prepare and review complex individual and business tax returns
• Supervise seasonal tax preparers
• Perform quality control reviews
• Ensure timely completion of all tax returns
• Identify tax planning opportunities discovered during tax preparation
• Improve department workflows and efficiencies

Retirement Tax Planning (May-January)

Partner with our advisory team to develop proactive tax strategies including:

• Roth conversion analysis
• Lifetime tax planning
• Medicare IRMAA planning
• Capital gain mitigation strategies
• Tax-efficient retirement income planning
• Social Security tax planning
• Business owner tax strategies
• Charitable giving strategies
• Required Minimum Distribution planning
• Multi-year tax projections

You’ll attend client meetings with advisors, prepare planning analyses, and help clients understand how tax decisions impact their long-term retirement success.

Qualifications

Preferred:

• CPA license

Also considered:

• Enrolled Agent with significant tax planning experience

Experience:

• 5+ years preparing complex tax returns
• Drake Tax software experience preferred
• Experience with high-net-worth individuals
• S-Corporation returns
• Partnerships
• Rental real estate
• Schedule C businesses
• Investment taxation
• Retirement income taxation

Ideal Experience:

• Financial planning firm
• Wealth management firm
• Multi-family office
• Advanced tax planning practice