Tax Advisor/Financial Planner | Chicago, Illinois

Reference Number: HRJ6099
Location: Chicago, Illinois

Judson Group has partnered with a comprehensive fee-only investment planning and financial advisory firm in the search for a Tax Advisor/ Financial Planner. The position is located the Western Suburbs of Chicago and the firm is consistently top-ranked. The ideal candidate will have public accounting experience servicing a variety of tax and financial planning solutions.


  • Maintain the client relationships, administration, and servicing of all tax and financial planning needs of assigned clients.
  • Review all tax documents, ensuring accuracy and troubleshooting potential tax issues.
  • Perform tax planning and reviews tax projections.
  • Collaborates and assists various team members to ensure client and team objectives are met.
  • Assists in marketing including recruiting and business development projects.


  • BA/BS preferably in Accounting or a related field; CPA / CFP highly desired.
  • 3+ years of experience in a tax-related role.
  • Public accounting experience preferred.
  • Strong knowledge and passion for tax services and exceeding customer expectations.
  • Organized and detail oriented while managing and prioritizing multiple tasks simultaneously.
  • Able to work under pressure and meet deadlines in a fast-paced, demanding environment.

Commensurate with experience.

Chicago, Illinois

Reference Number: HRJ6099

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