Tax Manager | High-Net-Worth & Family Office

Solid Rock Recruiting

  • Chicago, Illinois
  • 5 days ago

    Highlights

    Solid Rock Recruiting is partnering with an established, public accounting firm in the western Chicago suburbs seeking an experienced Tax Manager with a strong background in high-net-worth individual taxation, family offices, and complex tax planning. The ideal candidate will bring well-rounded tax experience involving high-net-worth individuals, trusts, partnerships, and private clients, along with some exposure to international tax matters.

    Numbers & Facts

    LocationChicago, Illinois

    Description

    Tax Manager – High-Net-Worth & Family Office

    Location: Chicago Western Suburbs, IL
    Compensation: $130,000–$150,000+ DOE
    Employment Type: Full-Time
    Industry: Public Accounting

    About the Opportunity

    Solid Rock Recruiting is partnering with an established, public accounting firm in the western Chicago suburbs seeking an experienced Tax Manager with a strong background in high-net-worth individual taxation, family offices, and complex tax planning.

    This opportunity is particularly attractive for someone coming from a larger national or regional accounting firm who is interested in transitioning into a more personalized, mid-sized firm environment.

    The ideal candidate will bring well-rounded tax experience involving high-net-worth individuals, trusts, partnerships, and private clients, along with some exposure to international tax matters.

    Key Responsibilities

    • Manage and review complex individual, trust, and partnership tax returns.

    • Provide tax planning and advisory services to high-net-worth individuals, families, and business owners.

    • Work with clients who have complex investment portfolios, ownership structures, and tax considerations.

    • Handle sophisticated tax compliance and planning engagements.

    • Assist clients with international tax matters and foreign reporting requirements when applicable.

    • Build and maintain strong client relationships.

    • Review work prepared by tax associates and senior staff.

    • Mentor and develop junior tax professionals.

    • Collaborate with firm leadership on complex tax matters and strategic planning opportunities.

    Qualifications

    • 7+ years of relevant tax experience, preferably in public accounting.

    • Strong experience working with high-net-worth individuals and complex individual tax returns.

    • Previous family office or private-client services experience strongly preferred.

    • Experience with individual, partnership, and trust taxation.

    • Exposure to international taxation, cross-border issues, or foreign reporting preferred.

    • Experience managing client engagements and reviewing tax returns.

    • Strong technical tax knowledge and communication skills.

    • CPA designation preferred.

    • Ability to work collaboratively in a client-focused public accounting environment.

    Why Consider This Opportunity?

    • Join an established, public accounting firm.

    • Transition from a larger accounting firm into a more personalized environment.

    • Work with sophisticated high-net-worth and family office clients.

    • Gain exposure to a broad range of complex tax matters.

    • Opportunity to build meaningful, long-term client relationships.

    • Work closely with experienced tax professionals and firm leadership.

    • Competitive compensation based on experience and technical expertise.

    Compensation

    Expected starting range: $130,000–$150,000+, depending on qualifications and experience.

    Interested in Learning More?

    All conversations are handled with complete discretion and confidentiality. Whether you're actively considering a change or simply curious about opportunities that could improve your current situation, I'd welcome a conversation.

    Joey Wieger
    Director of Public Accounting Recruiting
    Solid Rock Recruiting
    Phone: 605-601-4597
    Email:

    joey@solidrockrecruiting.com

    Confidential inquiries are welcome. Your information will never be shared with a client without your knowledge and approval.

    Similar Jobs