Job Openings Tax Manager - HNW Clients (Accounting firm)

About the job Tax Manager - HNW Clients (Accounting firm)

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