HNW Tax Manager

Job Details

Job Location

Chicago, IL

Position Type

Full Time

Flexibility – Support – Opportunity – Collaboration

Over 100 years of superior client service and pure organic growth - without a single merger!

We are seeking a HNW Tax Manager.

Highlights:

Crain’s Chicago 10^th largest firm (2024), Accounting Today’s 54th largest firm in the US, 10th in the Great Lakes region (2024).
Come have a voice in the department and in your career!
Large Firm Opportunities, Small Firm Culture.
Receive mentorship and support from partners and opportunities for career advancement.
Work on tax consulting and compliance services to HNW clients including personal, trust, gift, and family estates.
Flexible, hybrid work environment with offices in Chicago, Deerfield, and Downers Grove.

How You Will Contribute:

100% review of tax returns for Individuals (1040), Trusts (1041 and 5227), Partnerships (1065), Gift (709), Charitable Organizations (990-PF) and S and C-corps (1120).
Provide consulting, planning, and tax-saving strategies to clients.
Develop and maintain client relationships by providing high quality service that exceeds client’s expectations.
Recognize and develop ways to minimize tax obligations by offering clients’ additional services.
Assist with managing, training, and developing staff.

About YOU!

Bachelor’s degree in accounting, MST preferred.
CPA License required.
5+ progressive years of experience with a focus on HNW individuals or family office average asset range $50mil – $300.
Must have daily access to reliable transportation for travel to and from client locations and our offices in both Chicago and surrounding suburbs.

What We Value:

Building strong relationships, being responsive, being proactive, and continued learning and mentoring.
Supporting your career growth. We recognize good work and are proud to offer promotions at an accelerated pace compared to the industry average.

What we offer:

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