Financial Planning and Tax Management Expert

2 days ago


Elgin, Illinois, United States Monotelo Advisors Full time

At Monotelo Advisors, we are seeking a highly skilled Financial Planning and Tax Management Expert to join our team in Elgin, IL.

Job Summary

We are looking for a seasoned professional with expertise in financial planning and tax management to oversee our personal tax division. As a Senior Tax Manager, you will be responsible for leading a team of qualified professionals in preparing individual income tax returns, estate tax returns, and other related tasks.

The ideal candidate will have a strong analytical mind, excellent communication skills, and the ability to self-direct and take initiative. Experience in tax preparation and the ability to multitask and meet deadlines are also essential.

About You

To be successful in this role, you should possess:

  • A CPA designation or equivalent
  • Bachelor's degree in Finance or Accounting
  • Enrolled Agent certification or 10 years of tax experience
What We Offer

As a member of our team, you can expect:

  • A competitive salary: $120,000 - $180,000 per year, depending on experience
  • A remote work arrangement
  • A dynamic and supportive work environment
How to Apply

If you are a motivated and experienced professional looking for a new challenge, please submit your application. We look forward to hearing from you


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