Masis Professional Group
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Masis Professional Group provided pay range
This range is provided by Masis Professional Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$80,000.00/yr - $95,000.00/yr Additional compensation types
Annual Bonus Talent Acquisition Specialist at Masis Staffing (Fanning Personnel)
Tax Associate | Lisle, IL (~80% On-Site) About the Firm We are an independent wealth management and financial planning firm dedicated to delivering holistic, client-first strategies. Our team builds comprehensive plans tailored to each client’s goals and values, helping them achieve long-term financial confidence and success. About the Role We’re seeking an experienced
Tax Associate
to join our growing team in Lisle, IL. This individual will lead the preparation and review of individual and business tax returns, support proactive tax planning initiatives, and act as a trusted technical resource for both advisors and clients. The ideal candidate is detail-oriented, proactive, and enjoys working in a collaborative, client-centric environment. This role is primarily in-office (~80%) with opportunities for professional growth. Key Responsibilities
Prepare and review complex individual, partnership, S-corp, C-corp, and LLC tax returns. Provide tax planning and projections, including estimated payments. Research and apply federal, state, and local tax laws to ensure compliance. Respond to IRS and state/local tax notices, audits, and inquiries. Collaborate with financial advisors and clients on tax-related questions and planning. Maintain organized tax records, supporting documentation, and work papers. Stay up to date with evolving tax legislation and regulatory changes. Contribute to process improvements and internal quality reviews. Qualifications & Experience
Bachelor’s degree in Accounting, Finance, or related field. 4+ years of experience preparing individual and business tax returns. Enrolled Agent (EA) license or valid ETIN (or ability to obtain). Strong technical knowledge of U.S. federal, state, and local tax laws. Proficiency in leading tax software (e.g., Lacerte, ProSeries, UltraTax, Drake). Excellent analytical, research, and problem-solving skills. Strong attention to detail and organizational abilities. Effective communicator with the ability to explain complex tax concepts clearly. Willingness to work in-office approximately 80% of the time (Lisle, IL). Preferred Qualifications
Experience in or with wealth management or financial advisory firms. Familiarity with estate, gifting, and business structuring strategies. Audit or tax controversy experience. What We Offer
Collaborative, client-focused culture. Clear growth opportunities into senior tax or financial planning roles. Competitive salary and performance-based bonus potential. Health, dental, and vision insurance. 401(k) retirement plan with employer contribution. Paid time off and continuing education support. If you’re a motivated tax professional seeking a dynamic environment where your expertise makes a real impact, we’d love to hear from you. Apply today to learn more about this opportunity in Lisle, IL. Seniority level
Not Applicable Employment type
Full-time Job function
Accounting/Auditing and Finance Industries
Financial Services and Accounting
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This range is provided by Masis Professional Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$80,000.00/yr - $95,000.00/yr Additional compensation types
Annual Bonus Talent Acquisition Specialist at Masis Staffing (Fanning Personnel)
Tax Associate | Lisle, IL (~80% On-Site) About the Firm We are an independent wealth management and financial planning firm dedicated to delivering holistic, client-first strategies. Our team builds comprehensive plans tailored to each client’s goals and values, helping them achieve long-term financial confidence and success. About the Role We’re seeking an experienced
Tax Associate
to join our growing team in Lisle, IL. This individual will lead the preparation and review of individual and business tax returns, support proactive tax planning initiatives, and act as a trusted technical resource for both advisors and clients. The ideal candidate is detail-oriented, proactive, and enjoys working in a collaborative, client-centric environment. This role is primarily in-office (~80%) with opportunities for professional growth. Key Responsibilities
Prepare and review complex individual, partnership, S-corp, C-corp, and LLC tax returns. Provide tax planning and projections, including estimated payments. Research and apply federal, state, and local tax laws to ensure compliance. Respond to IRS and state/local tax notices, audits, and inquiries. Collaborate with financial advisors and clients on tax-related questions and planning. Maintain organized tax records, supporting documentation, and work papers. Stay up to date with evolving tax legislation and regulatory changes. Contribute to process improvements and internal quality reviews. Qualifications & Experience
Bachelor’s degree in Accounting, Finance, or related field. 4+ years of experience preparing individual and business tax returns. Enrolled Agent (EA) license or valid ETIN (or ability to obtain). Strong technical knowledge of U.S. federal, state, and local tax laws. Proficiency in leading tax software (e.g., Lacerte, ProSeries, UltraTax, Drake). Excellent analytical, research, and problem-solving skills. Strong attention to detail and organizational abilities. Effective communicator with the ability to explain complex tax concepts clearly. Willingness to work in-office approximately 80% of the time (Lisle, IL). Preferred Qualifications
Experience in or with wealth management or financial advisory firms. Familiarity with estate, gifting, and business structuring strategies. Audit or tax controversy experience. What We Offer
Collaborative, client-focused culture. Clear growth opportunities into senior tax or financial planning roles. Competitive salary and performance-based bonus potential. Health, dental, and vision insurance. 401(k) retirement plan with employer contribution. Paid time off and continuing education support. If you’re a motivated tax professional seeking a dynamic environment where your expertise makes a real impact, we’d love to hear from you. Apply today to learn more about this opportunity in Lisle, IL. Seniority level
Not Applicable Employment type
Full-time Job function
Accounting/Auditing and Finance Industries
Financial Services and Accounting
#J-18808-Ljbffr