What You'll Do...

The Client Advisor-Small Business & Tax Services applies principles of accounting to analyze financial information and prepare financial reports. Prepares, submits and manages tax statements and tax returns for businesses and clients (1040, 1065, 1120, 1120S). Provides advice on financial and tax matters and should have an in-depth knowledge of the regulations, laws, and acts that govern the process. Attention to detail, strong analytical skills, and is a good communicator.
Serves as business advisor to our clients aiming at maximizing engagement and achieving qualitative outcomes.

• Facilitate and manage the preparation and review of company federal tax returns and the accurate, timely filing of all tax forms.
• Ensure accurate, timely filing of consolidated federal, state, and local income tax returns and other business-related filings.
• Find and implement opportunities for process improvement in company tax procedures.
• Develop and implement strategic tax planning for all necessary federal and state taxes.
• Work with members of the tax team as they prepare components of the company's US federal income tax return and other tax documents.
• Plan for and develop overall return calendar and coordinate timing and inputs with tax team.
• Maintain effective control procedures over all aspects of the tax process.
• Manage and facilitate IRS income tax audits: preparing responses, creating schedules, etc.
• Monitor legislative and regulatory tax law developments, communicate the effects of these developments to management and the tax team, and create strategies to capitalize on changes to taxation legislation.
• Provide support with various internal audits and special tax related projects.
• Review tax returns and quarterly/yearly tax projections.
• Mentor less experienced members of the tax team to greater levels of effectiveness and engagement

What You'll Bring To The Team...
Education:

• Bachelor’s degree in a related field or the equivalent through a combination of education and related work experience.

Work Experience:

• Understanding and previous use of a Windows-based computer system, Proficiency in MS Word, Excel, and PowerPoint.
• Demonstrated organization and prioritization skills; ability to work independently and handle multiple tasks/projects simultaneously.
• Demonstrated critical thinking skills
• Excellent interpersonal skills including oral and written communication.
• Thorough knowledge of tax preparation including: 1040, 1041, 1065, 1120/s, etc...
• Intermediate (practical application) Knowledge of integrated online accounting applications
• Intermediate (practical application) Knowledge of Generally Accepted Accounting Principles
• 5 years Minimum related work experience

Location: 1064 104th St, Naperville, IL 60564
Job Type: Full-time
Benefits:

• 401(k)
• 401(k) matching
• Continuing education credits
• Dental insurance
• Disability insurance
• Employee discount
• Employee stock purchase plan
• Health insurance
• Life insurance
• Opportunities for advancement
• Paid sick time
• Paid time off
• Vision insurance

Experience level:

• 5 years

Schedule:

• 8-hour shift
• Day shift
• Evening shift
• Extended hours
• Monday to Friday
• Overtime
• Weekends as needed
• Year round work

Education:

• Bachelor's (Preferred)

Experience:

• Tax experience: 5 years (Required)
• Accounting: 3 years (Required)

License/Certification:

• CPA (Preferred)
• Enrolled Agent (EA) (Preferred)

Work Location: In person
Location: 3815 North Mulford Road, Rockford, Illinois 61114
Job Types: Full-time, Part-time, Temporary
Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Overtime
• Weekends as needed

Location: 1064 104th Street, Naperville, Illinois 60564

Job Types: Full-time, Part-time, Temporary