Senior Financial Advisor

3 weeks ago


Chicago, Illinois, United States P&G Advisors, LLC Full time
About the Role

As a Senior Tax Preparer/Advisor at P&G Advisors, LLC, you will have the opportunity to work directly with business owners to develop tax strategies, prepare accurate returns, and provide proactive advice that contributes to their overall success and valuation growth.

Key Responsibilities:

  • Collaborate with Clients: Work directly with business owners to develop tax strategies and provide proactive advice.
  • Stay Updated on Tax Laws: Stay updated on federal, state, and local tax laws to ensure compliance and identify new opportunities for clients.
  • Mentor Junior Team Members: Mentor and oversee junior tax team members to ensure high-quality work and professional growth.

Requirements:

  • Bachelor's degree in Accounting, Finance, or related field.
  • CPA designation (preferred) or Enrolled Agent certification.
  • Minimum of 5 years of experience in tax preparation and advisory roles, with exposure to small and mid-sized businesses.

Salary: $90,000 - $150,000 per year.

Benefits: Bonus structure, equity, and profit-sharing options.



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