Senior Tax Advisor

If you're a tax professional who enjoys working directly with clients, thinking beyond the tax return, and helping business owners make smarter decisions year-round, we'd love to hear from you.

At Caranella Tax & Advisory, we're building a modern public accounting firm that combines tax compliance, proactive planning, and advisory services for small businesses, real estate investors, and high-net-worth individuals.

We're not a firm focused on billable-hour quotas, excessive overtime, or simply pushing returns through the door. We believe great client service comes from building strong relationships, leveraging technology, and creating an environment where our team can do their best work without sacrificing their personal lives.

Most of our clients are small business owners with revenues ranging from $1 million to $25 million. We also work extensively with real estate investors, developers, and real estate professionals, creating opportunities for meaningful planning and advisory work throughout the year.

What Makes This Role Different

• Direct relationships with business owners, investors, and individual clients

• Meaningful involvement in tax planning and advisory engagements

• No time tracking or billable-hour quotas

• Hybrid work environment with flexibility

• High visibility and direct access to firm leadership

• Opportunity to help shape processes in a growing firm

• Strong emphasis on work-life balance

What You'll Do

• Prepare individual, partnership, S corporation, trust, and other entity tax returns

• Participate in tax planning, projections, and strategy meetings with clients throughout the year

• Communicate directly with clients regarding tax positions, planning opportunities, and deadlines

• Conduct tax research and prepare summaries and recommendations

• Assist clients with bookkeeping, account reconciliations, and financial reporting matters when needed

• Help improve firm processes, technology adoption, and overall client experience as we continue to grow

What We're Looking For

• 3–5 years of recent public accounting tax experience

• CPA preferred (or actively pursuing licensure)

• Experience with partnerships, S corporations, trusts, and high-net-worth individuals

• Strong understanding of accounting fundamentals and bookkeeping

• Experience with QuickBooks Online and professional tax software (CCH Axcess is a plus)

• Strong communicator who enjoys working directly with clients

• Someone who thinks beyond compliance and enjoys helping clients make strategic decisions

What We Offer

• Competitive salary: $85,000–$115,000 based on experience

• No time tracking or billable-hour quotas

• Health insurance

• 401(k) with employer contribution

• Paid time off and holidays

• Paid CPE and CPA exam support

• Hybrid work environment

• Tax season hours generally limited to 45–50 hours per week

• 32-hour summer workweeks

• Collaborative team environment with significant growth opportunities

• One-on-one mentorship and professional development

• The opportunity to build trusted advisor relationships with clients—not just prepare returns

We're a growing boutique firm located in Inverness, Illinois, serving entrepreneurs, closely held businesses, real estate professionals, and high-net-worth individuals. If you're looking for a role that combines technical tax work, client interaction, and advisory opportunities while maintaining a healthy work-life balance, we encourage you to apply.

Interested candidates should apply through LinkedIn. We look forward to reviewing your application.