Senior Manager / Principal - High Net Worth Individuals
$150,000–$250,000 year
On-site · Chicago, Illinois, United States
Chicago, Illinois, United StatesOn-siteFull Time$150,000–$250,000 yearSenior LevelBachelors DegreeUnknown
Type
Full Time
Level
Senior Level
Education
Bachelors Degree
Company size
Unknown
Job Summary
Senior Tax Manager/Principal to oversee strategy and compliance for complex federal and multi-state tax returns for high-net-worth individuals, partnerships, S-corporations, trusts, estates, and gift tax filings. Provide exceptional client service, consult on comprehensive tax planning, review and oversee complex returns (Forms 1040, 1041, 1065, 709, 706), ensure compliant tax strategies, represent clients in federal/state audits, and grow/lead a tax professional team.
Required Qualifications
- 8-10+ years’ experience in public accounting
- Demonstrated expertise with high net worth and relaxed entity taxation
- Experience managing teams and workflows
- CPA
- Bachelor's in accounting; Master’s in Taxation a plus
Desired Qualifications
- CPA
- Master’s in Taxation a plus
- 8-10+ years’ experience in public accounting
- Experience managing teams and workflows
- Bachelor's in accounting
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