Accountant Business Advisor (Account Manager)

TL;DR

Accountant Business Advisor (Account Manager): Managing client relationships and leading tax compliance efforts for small business owners with an accent on tax strategy, quarterly planning, and team mentorship. Focus on driving practice growth, identifying new business opportunities, and ensuring high-quality service delivery in a fast-paced environment.

Location: 1555 Main St, Antioch, IL 60002, USA

Salary: $75,000+

Company

A people-first firm dedicated to helping businesses overcome financial challenges through practical, forward-thinking solutions.

What you will do

• Manage a book of 50+ clients, providing expert tax advice and quarterly planning.
• Lead and mentor a team of staff accountants and junior managers.
• Prepare, review, and finalize personal, corporate, and partnership tax returns.
• Identify new business opportunities and expand firm services.
• Drive process improvements and collaborate on firm-wide goals.

Requirements

• 5+ years of experience in public accounting with a focus on tax.
• CPA or EA certification required.
• Proven experience in managing client relationships and leading teams.
• Proficiency in tax research and business consulting.
• Strong technical skills in Excel, QuickBooks, and tax-related software.

Culture & Benefits

• Competitive medical, dental, and vision insurance.
• Retirement 401(k) plan with employer match and immediate vesting.
• Paid vacation starting at 2 weeks from day one.
• Paid personal time (PTO) and paid holidays.
• Supportive, growth-oriented team culture.

Hiring process

• Phone screen with HR.
• First panel interview with the hiring team.
• Assessments and reference checks.
• Second panel interview.