Senior Accountant

Employer: Zhou Agency
Location: Chicago

Job Duties:

Tax Preparation

• Prepare federal, state and local income tax returns for individuals and small businesses; walk through tax outcomes with clients  

• Conduct thorough tax research to interpret and apply complex tax laws, rulings, and regulations to client situations

• Review tax notices and help client with IRS, local department of revenue correspondences

• Assist clients with IRS or state tax auditing 

Tax Planning & Tax Consulting

• Review returns and develop tax strategies to help clients achieve their long-term financial goals

• Take ownership of key client accounts and develop a deeper understanding of our clients’ overall investment needs and provide advisory services to address their needs

Client Development

• Serve as the primary point of contact for key clients, understanding their needs, and providing tailored accounting solutions

• Develop new clients through consultation and maintain strong client relationships, ensuring satisfaction and fostering long-term partnerships

Leadership Responsibilities

• Mentor junior staff, providing guidance, training, and support in accounting and tax procedures, professional standards, and client service excellence

• Foster a collaborative and inclusive work environment that promotes teamwork, knowledge sharing, and continuous learning

• Process all types of small business accounting services including payroll, sales tax reporting, book keeping, financial statement compilation & review, and new business set up

• Ensure high level of accuracy in all areas of services provided and maintain high client retention ratio

Job Requirements:

• B.S. in Accounting required and M.S. in Business preferred

• CPA or EA required

• Proven experience 3+ years in a public accounting firm with both individual and business tax experience 

• Keen interest in developing leadership skills and have a strong desire to motivate, coach and develop team members

• Experience with client facing role; enjoy building relationships with clients

• Solid organizational skills with a demonstrated ability to multi-task

• Excellent tax research and communication skills (written and verbal)

• Strong technical proficiency in accounting software and MS Office 

• Professional demeanor with high level of integrity 

Benefits:

• Competitive salary and performance-based bonuses

• 401K matching, paid PTOs, profit sharing

• Comprehensive health, dental, and vision insurance

• Flexible work arrangements

Apply To:

Email CV to jwang@zhouagency.com