Senior Tax Accountant

JOB DECRIPTION

The Senior Tax Accountant role is responsible for managing current and cultivating new client relationships. This is an excellent opportunity to join a boutique sized, family office type team with defined career tracks as we grow.

Key Areas of Responsibility:

· Preparation of personal, trusts and business tax returns for clients in multiple states

· Complete, review and analyze tax documentation for business and personal returns to ensure accuracy and compliance with relevant tax laws and regulations

· Tax Projections and expert advice on tax planning strategies to proactively identify tax savings opportunities through the year

· Assist business owners with entity structure

· Leading tax engagements and communicating directly with clients throughout the year

· Perform bookkeeping and accounting tasks using Quickbooks

· Sales tax return preparation

· Payroll tax return review and reconciliation

· Help business owners grow and enhance the value of their companies

· Find and implement opportunities for process improvement in company tax procedures

· Follow firm standards, procedures, and compliance requirements while helping improve and refine processes as we continue to grow.

· Actively participate in training and development to continually improve ability to provide best advice and optimal service for clients

Qualification Requirements:

· Minimum of 4 years in public accounting

· CPA or EA Certification

· Bachelor’s Degree – preferably in accounting

· Experience with Ultratax and Quickbooks

· Proficiency with Microsoft Office

· Experience participating in tax planning and client advisory conversations preferred but not required

· Excellent written and verbal communication skills

· Comfortable levering technology, automation and AI tools to improve client service and internal efficiency

· Strong organizational, analytical and interpersonal skills

· Desire to work in a team environment and be a team player

· Ability to manage and process multiple tasks efficiently and accurately

· Committed to professional development and willingness to contribute to the growth of the firm

What we’re offering - Benefits:

• Hybrid work environment with ability to work from home 1 day a week (while meeting essential job functions).
• Flexible scheduling outside of peak deadlines
• Competitive salary ($120-145k) depending on experience and credentials
• Annual performance-based bonus opportunities
• Career path as firm continues to grow to take on increasing responsibilities and leadership roles
• 401k plan with employer matching
• Health, dental and vision coverage
• Paid time off
• Paid Holidays – was 13 days in 2026
• Training and Professional fee reimbursement
• A collaborative office culture with an emphasis on work/life balance
• Mentoring and learning opportunities to enhance career track

Qualified candidates will start the process by having a 15-30 min phone interview with the CEO.

About OakCrest

OakCrest Tax & Accounting Group is a growing tax, accounting, and advisory firm serving successful individuals, families, and business owners. We take a proactive planning approach that integrates tax strategy, business advisory, financial planning, estate planning, and wealth management to help clients make better financial decisions and keep more of what they earn. We are currently seeking a Senior Tax Accountant to join our expanding team in our Arlington Heights office location.

Find out more about us at our website: www.oakcresttax.com

Pay: $120,000.00 - $145,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Continuing education credits
• Dental insurance
• Health insurance
• Opportunities for advancement
• Paid time off
• Professional development assistance
• Vision insurance

Work Location: Hybrid remote in Arlington Heights, IL 60004

Salary : $120,000 - $145,000