HNW/Private Client Tax Manager (Hybrid)
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.
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. Experience with ultra-high-net-worth (UHNW) clients and investment partnerships is required.
Responsibilities
- Provide tax services in public accounting, focusing on private client management.
- Manage estate, gift, and trust tax matters for UHNW clients and investment partnerships.
Requirements
- Bachelor’s degree in Accounting, Finance, or other relevant discipline.
- 5+ years of tax experience in public accounting.
- CPA certification.
Schedule
50–55 hour weeks during busy season. Work-life balance and flexibility offered throughout the year, including unlimited PTO.
Benefits
- Employer-paid health, dental, and vision benefits.
- 401K with 3% safe harbor contribution.
- Generous yearly bonus.
- Maternity and paternity leave.
- Growth and development potential.
Pay
$125,000 – $170,000 per year.