Senior Tax Associate II - Bloomington - Jobot

    Jobot
    Jobot Bloomington

    1 week ago

    Description

    Tax Senior II | HNW+T&E Focus | Hybrid | $80k-$115k+ This Jobot Job is hosted by: Ali Mercado Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.

    If your skills, experience, and qualifications match those in this job overview, do not delay your application.


    Salary:
    $100,000

    - $150,000 per year A bit about us: We are an established, local public accounting firm that's been supporting individuals and businesses across the Midwest for over five decades.


    We are well known for building real relationships, delivering personalized tax solutions, and helping clients navigate sophisticated tax planning with confidence and trust.

    Our mission is to work intentionally, support each other, and show up for clients with excellence and integrity.


    Why join us? This is a great fit for someone who loves meaningful, complex tax work and wants a firm where balance, growth, and support are very real.


    What Stands Out:
    Real work/life balance with generous PTO & holiday structure Firm-paid medical plans + HSA/FSA, dental & vision options 401(k) with safe harbor company contribution CPA support — Becker access, tuition reimbursement & completion bonus Opportunities for hybrid or remote work depending on location Mentorship, development resources & strong upward momentum A collaborative environment built on long-term relationships & community impact

    Focus Area:
    High-net-worth individuals/ trusts & estates with the ability to expand into partnerships and S-corps for a broader portfolio.


    Job Details This role is for someone who's excited about working with sophisticated client matters, diving deeper into HNW and estate/trust planning, and continuing to expand technical expertise across multiple tax types.


    What You'll Do:
    Prepare and review tax returns for individuals, trusts, estates, partnerships & S-corps Provide advanced tax guidance and planning strategies for high-value clients Conduct research on complex tax matters and communicate findings clearly Manage multiple engagements, timelines & client priorities Build deep client relationships through proactive, consultative communication Mentor and support junior staff to further their professional development Participate in continuous improvement and workflow optimization initiatives Requirements: Bachelor's degree in Accounting or related field preferred Active CPA (or strong progress toward completion)

    A minimum of 3 years of experience in public accounting Previous review experience and comfort managing client engagements Compensation:

    Competitive base salary ($80k-$115k) & full benefits package If you're looking for a role where you can deepen your expertise in HNW and trust & estate work, enjoy flexibility, and build a meaningful long-term career- let's connect Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

    Jobot is an Equal Opportunity Employer.


    We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.

    Jobot also prohibits harassment of applicants or employees based on any of these protected categories.


    It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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    Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.


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