Posted 09/15/2026
Job Number: 17242

Senior Tax Planner

Oakbrook Terrace, Illinois • Hybrid

Industry:  Financial Services

Job Category: Wealth Management

Job Type:  Direct Hire

Salary:  $90,000 - $130,000 / Annually

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Job Description

Position Title: Senior Tax Planner

The Senior Tax Planner plays a crucial role in supporting senior financial advisors and enhancing client relationships. This position requires a dedicated professional who is committed to delivering exceptional service and is willing to invest the necessary time and effort to meet client needs.

The ideal candidate will thrive in a team-oriented environment, demonstrating adaptability and a willingness to learn new practices. By engaging with clients and contributing to the overall success of the financial team. Strong communication skills and a proactive approach to client service are essential for this role.

Salary Range: $90,000 – $130,000 base / Year DOE

Responsibilities:

  • Partner with the advisory team to develop strategic tax planning solutions for high-net-worth individuals and business entities
  • Create and present actionable tax recommendations, projections, and planning strategies aligned with client goals
  • Communicate directly with clients regarding tax strategies, opportunities, and ongoing planning needs
  • Research complex tax matters and stay current on federal and state tax laws and regulatory changes
  • Identify tax planning opportunities that support broader financial, investment and business objectives
  • Participate in prospect meetings to communicate the value and impact of proactive tax planning
  • Build trusted client relationships through responsive communication, sound judgment and technical expertise
  • Leverage tax planning software and analytical tools while improving internal processes, workflows and service delivery

Requirements:

  • Bachelor’s degree and Certified Financial Planner™ designation
  • CPA or Enrolled Agent designation required or actively in progress
  • 8–10+ years of tax planning, preparation, or advisory experience
  • Chicago-area candidates will work onsite 2–3 days per week, while candidates outside of Chicago may live anywhere with the ability to travel to the Chicago office approximately twice per month
  • Experience advising high-net-worth individuals and business entities
  • Strong knowledge of individual and entity taxation, projections, and strategic tax planning
  • Ability to research and interpret complex tax laws and technical matters
  • Strong client-facing presentation and consultative communication skills
  • Ability to translate complex tax concepts into clear, practical recommendations

Benefits:

  • 10 days of PTO
  • 8 paid holidays
  • Health insurance
  • 401(k) plan with match after 90 days

If you are a Senior Tax Planner looking to take the next step in your career, apply now!

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Job ID: a0CUm00004g3SfnMAE

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