Private Client Tax Manager/ Senior Manager

About the Role

Mowery & Schoenfeld is seeking an ambitious and curious Tax or Senior Tax Manager with expertise in private wealth and high-net-worth (HNW) clientele. This role focuses on leadership, mentorship, and delivering exemplary client service while maintaining a healthy work-life balance. Tax Managers operate as leaders and mentors within the firm by:

• Leading engagements and meeting client needs with a sense of urgency.
• Developing recommendations and maintaining client relationships by balancing client needs with other assignments and deadlines.
• Providing proactive tax advice based on deep knowledge of tax law, particularly within the private wealth and HNW group.
• Demonstrating initiative to creatively solve issues in collaboration with the lead.
• Leveraging technology to automate internal and client processes to improve efficiency.
• Mentoring younger staff and working directly with Senior Managers and Partners.

Qualified candidates who can work in-office or hybrid schedules are strongly preferred.

Requirements

• Bachelor’s degree in accounting, finance, or other relevant discipline.
• 7+ years of tax experience in public accounting, with 1+ years in a senior managerial role preferred.
• CPA-certified with an active license.
• Expertise in managing Individual, Gift, Estate, and Trust income tax compliance and reviewing complex returns.
• Background and experience managing and providing advisory and tax solutions to clients.
• Empowered to provide solutions and ideas.
• Values professional development.
• Excellent project and team leadership, and communication skills.
• Alignment with our focus on growth and problem-solving.

What We Value

We’re building a firm of people who take pride in doing things the right way. We’re looking for individuals who are:

• Intellectually curious – You think critically, ask better questions, and don’t settle for surface-level answers.
• Hardworking – You bring determination and follow-through, especially when it matters most.
• Personable – You build trust naturally—with clients and teammates alike.
• Driven – You care about growth, accountability, and becoming exceptional at your craft.
• Client Service Oriented – You understand that responsiveness, quality, and relationships define great firms.

What Makes Us Different

We believe our people want:

• Meaningful client relationships – not just compliance work.
• A team of high performers – not passengers.
• Clear expectations and accountability – not ambiguity.
• Opportunities to grow into leaders – not static roles.
• A voice in shaping the firm’s future – not just executing tasks.

We’re intentional about building a culture where performance matters, collaboration is real, and people take ownership.

Who Will Thrive Here

You’ll do well here if you:

• Take initiative without waiting to be asked.
• Care about the details and the bigger picture.
• Communicate clearly and confidently.
• Are career-driven and motivated.
• Want to be part of a team that pushes each other to be better.

About Mowery & Schoenfeld

Mowery & Schoenfeld, LLC is an accounting and advisory services firm headquartered in Lincolnshire, Illinois, with satellite offices in the Chicago Loop, Downtown Miami, and the Philippines. We focus on providing personalized service to each client, building lasting and trusted relationships. The firm consists of 20 partners and over 200 employees, ranking among the top ten firms in Illinois and one of the largest accounting firms in Chicago by Crain’s Chicago Business.

Our firm offers comprehensive tax, assurance, transaction advisory, outsourced accounting, wealth management, international tax, and business advisory services. Through our M&S Cares program, we prioritize giving back and provide opportunities for our team to support our larger community. We’ve been recognized as a Best Firms to Work For and Best Firms for Women by Accounting Today, as well as a Best Place to Work in Chicago by Crain’s Chicago Business. We are also proud recipients of the Illinois CPA Society's Time and Talent Public Service Volunteerism Award.

Benefits

For more information on our benefits, visit https://www.msllc.com/careers/our-benefits/.