Client Services Advisor

Do you love client service but don’t aspire to be on the partner track or work traditional public accounting hours? Looking for a role where you can serve small business clients, apply your tax expertise, and maintain a balanced lifestyle? This is the perfect opportunity for you! (This opportunity is open to candidates who would like to start after busy season wraps up)

Highlights:

• Great work-life balance! Average 45 hours during tax season. No weekends or late nights!
• Work directly with small business clients – Build relationships, provide advisory services, and help businesses thrive.
• Work alongside a dedicated bookkeeper to handle clerical tasks so you can focus on adding value.
• Competitive compensation and benefits including 401K match and health insurance
• Bonuses paid for any business brought in

Work arrangements: On-site in NW suburbs (long term hybrid flexibility)

Salary: $85,000 – $105,000 + referral bonuses

Responsibilities

• Manage accounting and tax services for small businesses (typically up to $5M revenue).
• Prepare small business corporate tax returns, owner tax filings, and provide proactive tax planning and financial advisory.
• Oversee a portfolio of clients, working closely with business owners to streamline their financial operations.
• Collaborate with an assigned bookkeeper to ensure smooth day-to-day accounting.
• Provide budgeting, forecasting, and strategic financial insights to help clients grow.

Qualifications

• 2-5+ years of tax experience in a CPA firm or similar environment.
• Strong foundation in small business tax, accounting, and advisory services.
• Looking for work-life balance while still making an impact.
• Comfortable managing multiple clients and building strong relationships.
• CPA preferred but not required.