Senior Tax Manager- Hightower Tax Solutions

About the role

Your Future Team As a trusted wealth partner, our team is focused on delivering a seamless, fully integrated experience that brings together every aspect of your clients’ financial lives. By offering comprehensive services in one place, we enable more holistic planning, simplify communication, and strengthen the relationship between advisor and client. Through Hightower Tax Solutions, we extend that commitment by incorporating tax services directly into our practices, providing support across a full range of tax needs. This integrated approach allows us to align tax strategy with broader financial goals, helping our teams deliver more coordinated, efficient, and impactful outcomes for their clients.

Responsibilities

• Tax Compliance & Preparation: Prepare and review federal, state, and local tax returns for partnerships, S-corporations, individuals, and trusts. Ensure all returns comply with current tax laws and regulations. Resolve IRS and state agency audits, inquiries, and tax notices. Conduct technical tax research and draft memoranda on complex tax issues. Maintain up-to-date knowledge of tax legislation and evaluate its impact on our clients.
• Leadership & Team Development: Develop, motivate, and train junior staff and managers. Delegate projects and manage workflow to maximize efficiency and quality. Foster a collaborative team culture. Train staff on new processes, software, and regulatory changes.
• Client Service & Advisory: Build and maintain strong client relationships, being a trusted advisor. Provide strategic tax planning and consulting services.

Requirements

• Bachelor's degree in accounting, finance, or related field (Master's in Taxation preferred)
• CPA designation strongly preferred (alternative Enrolled Agent designation)
• 8 or more years of experience in public accounting, with demonstrated expertise in partnerships, S-corporations, individual and trust tax compliance.
• Demonstrated supervisory and leadership experience.
• Strong technical knowledge of U.S. tax regulations and compliance.
• Strong sense of urgency, adaptability, flexibility and resourcefulness.
• Proficiency in CCH TaxAbility.
• To work independently and collaboratively in a team environment.
• High level of integrity, professionalism, and client service orientation.

Qualifications

• Bachelor's degree in accounting, finance, or related field (Master's in Taxation preferred)
• CPA designation strongly preferred (alternative Enrolled Agent designation)
• 8 or more years of experience in public accounting, with demonstrated expertise in partnerships, S-corporations, individual and trust tax compliance.
• Demonstrated supervisory and leadership experience.
• Strong technical knowledge of U.S. tax regulations and compliance.
• Strong sense of urgency, adaptability, flexibility and resourcefulness.
• Proficiency in CCH TaxAbility.
• To work independently and collaboratively in a team environment.
• High level of integrity, professionalism, and client service orientation.

Skills

• Strong technical knowledge of U.S. tax regulations and compliance.
• Strong sense of urgency, adaptability, flexibility and resourcefulness.
• Proficiency in CCH TaxAbility.
• To work independently and collaboratively in a team environment.
• High level of integrity, professionalism, and client service orientation.

Benefits

• Coverage on the first day of employment for medical, dental, and vision insurance.
• Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver).
• 401k matching plan.
• HSA employer contributions.
• Student loan assistance.
• Pet insurance.

Pay

Compensation is competitive and commensurate with experience.

Schedule

The position offers a flexible schedule to accommodate the needs of both the employee and the client base.

What We Offer

• Coverage on the first day of employment for medical, dental, and vision insurance.
• Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver).
• 401k matching plan.
• HSA employer contributions.
• Student loan assistance.
• Pet insurance.

Company Overview

Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA).

EEO Statement

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.