Title: Tax Managers
Location: Greater Chicago area
Salary: $110K-$180K plus bonus
Tax Manager – Private Wealth and High-Net-Worth Clients
We are seeking an ambitious and curious Tax Managers with expertise in private wealth and high-net-worth taxation. The ideal candidate is passionate about mentoring, continuous learning, and delivering exceptional client service.
Responsibilities
- Lead tax engagements with a proactive, client-focused mindset.
- Develop and maintain strong client relationships while managing multiple priorities and deadlines.
- Provide strategic and proactive tax advice, particularly within private wealth and high-net-worth areas.
- Collaborate with leadership to creatively solve issues and implement process improvements.
- Utilize technology to enhance efficiency and automate internal and client workflows.
- Mentor and develop junior team members, working closely with senior leaders.
Qualifications
- Bachelor’s degree in Accounting, Finance, or related field.
- 5+ years of tax experience in public accounting, with at least 2 years in a managerial role preferred.
- Active CPA license required.
- Expertise in Individual, Gift, Estate, and Trust income tax compliance, including review of complex returns.
- Strong background in advisory services and delivering practical tax solutions.
- Demonstrated leadership, communication, and project management skills.
- Committed to professional development and fostering team growth.
- Ability to work effectively in-office or on a hybrid schedule.