Private Client Tax Manager/ Senior Manager
$130,000–$200,000 year
HybridChicago, Illinois, United States or Lincolnshire, Illinois, United States
Job Summary
Lead engagements for high-net-worth clients by providing proactive tax advice, developing recommendations, and maintaining relationships while balancing urgent deadlines. Mentor younger staff and collaborate with Senior Managers to creatively solve complex issues, leveraging technology to automate internal and client processes. Manage individual, gift, estate, and trust income tax compliance, offering knowledgeable reviews of complex returns and advisory solutions. Work in-office or hybrid schedules with a focus on growth, problem-solving, and exceptional client service within a top-tier accounting firm.
Required Qualifications
- Bachelor's degree in accounting, finance or other relevant discipline
- 7+ years of tax experience in public accounting
- CPA-certified and active license
- Expertise in management of Individual, Gift, Estate, and Trust income tax compliance
- Background and experience managing and actively providing advisory and tax solutions to clients
- 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 are what define great firms
- 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
Desired Qualifications
- 1+ years in a senior managerial role
- Qualified candidates who can work in-office or hybrid schedules
- Curious, self-motivated, and a team player
- Values professional development
- Exhibits excellent project and team leadership, and communication skills
- Shares our focus on growth and problem-solving
- Feel empowered to provide solutions and ideas
- You think critically, ask better questions, and don't settle for surface-level answers
- You bring determination and follow-through, especially when it matters most
- You build trust naturally—with clients and teammates alike
- You care about growth, accountability, and becoming exceptional at your craft
- You understand that responsiveness, quality, and relationships are what define great firms
- You take initiative without waiting to be asked
- You care about the details and the bigger picture
- You communicate clearly and confidently
- You are career driven and motivated
- You want to be part of a team that pushes each other to be better
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