Title: Tax Manager – HNW
Location: Greater Chicago area
Salary: $115K-$140K plus bonus
Responsibilities:
- Review a wide range of tax returns for individuals, trusts, partnerships, corporations, and other entities.
- Develop and implement consulting, planning, and tax-efficient strategies for clients.
- Lead a team to deliver high-quality results within established timelines and budgets.
- Mentor and support staff members, fostering professional growth and development.
- Research complex tax matters and identify opportunities to expand services provided to clients.
- Engage in proactive planning with clients, offering tailored recommendations to create added value.
- Build strong client relationships by gaining an understanding of their industries, needs, and overall business operations.
- Manage scheduling, staffing, and workflow to improve efficiency and performance.
- Establish and maintain relationships with professional networks and referral sources.
- Contribute to special projects and other assignments based on client or organizational needs.
Qualifications:
- Bachelor’s Degree in Accounting or Taxation
- CPA Required
- 5+ years of experience in Tax, specifically within HNW or Family Office
- Daily access to reliable transportation to travel from client sites or offices