Job Description

Job Description

Tax Manager – High Net Worth (HNW)

Location: Chicago, IL

Work Arrangement: Hybrid – 2 Days In Office

About the Opportunity

We are partnering with a well-established, independent public accounting firm seeking an experienced Tax Manager to join its growing High Net Worth (HNW) Tax practice in Chicago.

The firm provides tax compliance, planning, and advisory services to high-net-worth and ultra-high-net-worth individuals and families, including clients with assets ranging from $30 million to over $1 billion.

This opportunity offers exposure to complex tax matters, a collaborative work environment, a flexible hybrid schedule, and a strong bonus structure.

Responsibilities

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• Manage tax compliance and planning engagements for high-net-worth and ultra-high-net-worth individuals and families.
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• Review complex federal and state tax returns, including individual, trust, estate, and pass-through entity returns, as applicable.
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• Provide tax planning and advisory services related to investments, business ownership, and wealth preservation.
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• Serve as a primary point of contact for clients, providing ongoing tax guidance and addressing complex tax matters.
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• Identify tax planning opportunities and assist clients with tax-efficient strategies.
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• Supervise, mentor, and review the work of senior associates and staff accountants.
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• Collaborate with partners and other tax professionals to ensure timely and accurate delivery of client services.
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• Stay current on changes in tax legislation and their potential impact on clients.
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Qualifications

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• Bachelor’s degree in Accounting or a related field.
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• Active CPA license required.
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• 5+ years of progressive public accounting tax experience, preferably within a midsize or larger accounting firm.
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• Experience working with high-net-worth individuals, families, trusts, and/or closely held businesses.
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• Strong knowledge of federal and state individual income taxation.
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• Experience managing multiple client engagements and reviewing the work of junior tax professionals.
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• Strong communication, organizational, and client relationship management skills.
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• Must be located in the Chicagoland area and willing to work in the office at least two days per week, with additional client visits as needed.
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