Tax Manager - Private Client Services (52198)

About the role

We are seeking a Private Client Services (PCS) Tax Manager in the Tax Department in our Chicago, IL team.

Responsibilities

• Review of tax returns, income tax projections, and tax workpapers, specifically federal and state individual and fiduciary tax returns
• Possess strong technical skills in individual and fiduciary income tax, with working knowledge in partnerships and S-corporations
• Provide effective consulting, planning, and compliance for clients
• Oversee and manage the day-to-day needs of clients and the tax return process, including identification and resolution of tax issues
• Perform tax research to resolve issues
• Maintain strong client relationships with a highly proactive approach
• Coordinate with Partner and staff to ensure timeliness and effective communication for proper project planning
• Coach, mentor, and assist staff to develop and grow the tax practice
• Maintain knowledge of new tax issues and general business trends impacting clients

Qualifications

• Bachelor’s degree in Accounting required; Master’s in Taxation preferred
• CPA preferred
• 7+ years of progressive public accounting experience
• Knowledge of hedge fund and private equity K1s
• Excellent written and verbal communication skills
• Capable of managing multiple client engagements
• Track record of building and sustaining client relationships and delivering high-quality client service
• Outstanding analytical, organizational, and project management skills

Benefits

We offer competitive compensation and benefits and, most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you.