HNW/Private Client Tax Manager (Hybrid)

Job hosted by Lauren Mills.

About us

A full-service accounting and consulting firm founded in the 1990s. The firm's services are divided into six areas: tax, assurance, outsourced services, transaction advisory, wealth management, and business advisory—each designed to meet clients' current needs and help achieve financial success in the future.

Recognized as one of the Best Places to Work for 10 consecutive years by Accounting Today, a Best Place to Work in Chicago by Crain's Chicago Business, a 2020 Best Tax Firm by Forbes Magazine, a Top 300 Firm by Inside Public Accounting, and one of the 5000's Fastest Growing Private Companies in America by Inc Magazine.

Why join us?

• Work-life balance and flexibility offered throughout the year, even during busy season
• 50–55-hour weeks during busy season
• Unlimited PTO
• Maternity and paternity leave
• Employer-paid health, dental, and vision benefits
• 401K with 3% safe-harbor contribution
• Generous yearly bonus
• Growth and development potential

Responsibilities

• Private-client tax management, with emphasis on estate, gift, and trust tax
• Ultra-high-net-worth (UHNW) and investment-partnership tax compliance and planning

Requirements

• Bachelor’s degree in Accounting, Finance, or other relevant discipline
• 5+ years of tax experience in public accounting
• Active CPA license

Pay

$125,000 – $170,000 per year