Tax Manager

A mid-sized accounting firm committed to providing exceptional client accounting services is currently recruiting a talented individual to join their team as a Tax Manager - HNW Clients.

Reports to: Senior Tax Manager - HNW

Key responsibilities:

• 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 clients expectations.
• Recognize and develop ways to minimize tax obligations by offering clients additional services.
• Assist with managing, training, and developing staff.
• Manage a team of 6.

Key experience and skills:

• CPA license
• High net worth clients' tax experience in a mid-market public accounting firm
• 5+ years of experience with High Net Worth clients (asset range $50-$300 mil)

Benefits:

• Comprehensive insurance plans (medical, disability, life, identity theft, pet)

• Subsidized caregiving benefit

• Wellness Challenges with incentives

• Access to on-site fitness centers/subsidized/low-cost gym memberships

• Financial Well-being:

• 401k, profit-sharing, and tuition reimbursement

• Paid time off, holidays, bereavement, parental leave, and volunteer hours

• Various incentive programs

• Employee Perks and Support:

• Mentorship program

• Flexible, hybrid work environment.

• Also open to Chicago and Downers Grove offices

• Relocation: No