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Wisen HRPosted 1 month ago

Tax Manager - HNW Clients (Accounting firm)

HybridDeerfield, Illinois, United States

Full TimeMid LevelSmall

Job Summary

Review tax returns for Individuals, Trusts, Partnerships, Gift, Charitable Organizations, and S and C-corps. Provide consulting, planning, and tax-saving strategies to high net worth clients while developing ways to minimize tax obligations. Manage a team of six staff members, handling training and development. Assist with managing client relationships by delivering high-quality service that exceeds expectations. This role requires a CPA license with 5+ years of experience serving high net worth clients with assets ranging from $50-$300 million in a mid-market public accounting firm. The position offers a flexible, hybrid work environment with access to Chicago and Downers Grove offices.

Required Qualifications

  • CPA license
  • High net worth clients' tax experience in a mid-market public accounting firm
  • 5+ years of experience with High Net Worth clients (asset range $50-$300 mil)

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