Tax Preparer — High-Net-Worth Clients

Job overview

The Tax Preparer role is hybrid, with remote work and approximately 2–3 office days per month; listed locations include Chicago, IL, and other offices. Pay is up to $120,000 base salary plus bonus potential. The role joins a dedicated tax division at a growing wealth management firm, serving high-net-worth and ultra-high-net-worth individuals and families. The preparer handles individual tax compliance while gaining exposure to year-round tax planning and advisory work. Working with tax leaders and wealth advisors, the role contributes to coordinated financial and tax services for clients without traditional billable-hour tracking.

What you'll do

• Prepare high-net-worth individual tax returns, including Form 1040
• collaborate with tax professionals and wealth management advisors
• contribute to tax planning and advisory work alongside compliance responsibilities
• provide client service.

What we're looking for

Skills & competencies

tax preparer

high-net-worth clients

hybrid

chicago il

full-time

up to $120k base

tax compliance

form 1040

tax planning

wealth management

cpa or ea

Work arrangement

• Weekend coverage required

Benefits & perks

• Bonus potential
• medical, dental, and vision coverage
• 401(k) with employer match
• life and long-term disability coverage
• HSA and FSA plans
• holidays and paid time off
• wellness program.

Why this role

Hybrid flexibility with approximately 2–3 office days per month; no traditional billable-hour tracking; CPA or EA credential, or eligibility to obtain one, sought.

About the employer

Levelociti is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.