HNW/Private Client Tax Manager (Hybrid)
This role is hosted by Lauren Mills.
About the role
We are seeking an individual who is curious, self-motivated, and a team player with expertise in private client management, particularly estate, gift, and trust tax. The position involves 50-55 hour weeks during busy season.
About us
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 is 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.
Qualifications
- Bachelor’s degree in Accounting, Finance, or other relevant discipline
- 5+ years of tax experience in public accounting
- CPA certification
- Experience with UHNW and investment partnerships
Benefits
- Unlimited PTO
- Maternity and paternity leave
- Employer-paid health, dental, and vision benefits
- 401K with 3% safe harbor contribution
- Generous yearly bonus
Pay
$125,000 - $170,000 per year