HNW Tax Manager

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:

• Comprehensive benefit package and defined PTO.
• Parental leave.
• 8 hours of volunteer time.
• CPA exam incentives.
• Tax season meals/allowances.
• Opportunities for reduced work schedules.