Tax Advisor/Tax Manager - Wealth Management (CPA or EA)

The Planning Center•Chicago, IL

3d•$90,000 - $135,000•Hybrid

About The Position

The Tax Advisor leads the tax service side of relationships with client families at The Planning Center, a fee-only fiduciary financial planning firm. The role works year-round alongside CFP® professionals, financial planners, and other tax professionals to help clients make informed decisions before transactions create tax consequences. The work focuses on proactive tax planning and meaningful client relationships rather than audit, accounting, billable-hour tracking, or business development. The position includes tax projections and multi-year planning, such as Roth conversion analysis, retirement distribution planning, equity compensation planning, and charitable giving strategies. The Tax Advisor reviews federal and multi-state returns prepared by others, prepares more complex returns, and conducts tax law research as needed. The role also involves continuing professional development to expand knowledge and stay current with tax changes. The position offers compensation of $90,000 to $135,000, depending on qualifications, experience, and demonstrated expertise. Work hours are flexible, with the ability to work from home approximately two days per week. Tax season overtime is limited, though the workload generally averages approximately 55 hours per week during tax season. Travel is minimal, with one week per year for a company retreat and optional continuing-education travel.

Requirements

CPA or EA license.
Bachelor’s degree in accounting.
At least 6 years of individual tax preparation experience.
Experience reviewing tax returns prepared by others.
Comfort working with technology in a paperless tax preparation environment.
Strong people skills and confidence leading client conversations.
High professional integrity and a careful eye for detail.

Nice To Haves

Master’s degree.

Responsibilities

Lead the tax service side of relationships for client families.
Collaborate extensively with financial planners and other tax team members to serve clients.
Work on tax projections and multi-year tax planning, including Roth conversion analysis, retirement distribution planning, equity compensation planning, and charitable giving strategies.
Review federal and multi-state tax returns prepared by others.
Prepare complex tax returns.
Perform tax law research as needed to support the team.
Participate in professional development to expand knowledge and stay current with tax changes.
Join planning conversations with clients throughout the year.

Benefits

Eligibility to participate in a revenue sharing bonus program.
401(k) match up to 6% of compensation.
Paid time off and company holidays.
Fully paid parental leave.
Flexible work hours.
Ability to work from home approximately two days a week.
Health insurance for the employee and family, with 90% of individual premiums and 70% of family premiums covered.
Dental insurance, with 50% of premiums covered.
Life insurance with a $50,000 policy fully covered.
Disability insurance fully covered.
Continuing education budget and professional dues paid.