About this opportunity
Squarely LLC lists this Senior Tax Consultant opportunity in chicago, Illinois. Review the employer’s description below for duties, qualifications and application requirements.
Job description
You can get further details about the nature of this opening, and what is expected from applicants, by reading the below.
About the Company
A fast-growing, independent RIA is seeking a Senior Tax Planner to join an integrated in-house tax planning team. This team works directly alongside financial advisors and client service staff to deliver comprehensive tax planning services to a high-net-worth clientele. The firm's embedded tax function is a true differentiator — not an afterthought.
About the Role
The right candidate is passionate about client service, deeply versed in individual and entity tax planning, and thrives in a collaborative, advisor-facing environment.
Responsibilities
Partner with the advisory team to develop and present strategic tax planning solutions to HNW clients and prospects
Serve as the primary point of contact for client tax questions, delivering clear and timely communication
Participate in prospect meetings to demonstrate the tangible value of integrated tax planning
Stay current on tax law changes and proactively communicate relevant updates firm-wide
Build client confidence through technical expertise, responsiveness, and consistent follow-through
Support research on complex and evolving tax issues
Identify and implement process improvements across the tax function
Leverage tax planning software and tools effectively within established workflows
Qualifications
Bachelor's degree required
8–10+ years of tax planning and/or preparation experience
CFP® required
CPA or EA required (candidates actively pursuing will be considered)
Required Skills
Proven experience delivering tax consulting to HNW individuals and business entities
Strong technical research skills across complex tax matters and regulatory changes
Excellent interpersonal, communication, and relationship management skills
Highly organized with the ability to manage multiple priorities in a deadline-driven environment
Strong attention to detail
Experience with Holistiplan and Income Lab a plus
Pay range and compensation package
Standard Monday–Friday in-office schedule; occasional extended hours during peak client or prospect activity. xzgxqkn
Equal Opportunity Statement
We are committed to diversity and inclusivity in our hiring practices.
Worksite address
chicago, IL, 60629, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.