Tax Partner

1 week ago


Lincolnshire, Illinois, United States Mowery & Schoenfeld Full time
About the Role

Mowery & Schoenfeld, LLC is seeking a seasoned Tax Partner to lead our Private Client Services team. As a trusted advisor, you will work closely with affluent and ultra-high net worth families to provide comprehensive tax planning and compliance services.

Key Responsibilities
  • Develop and implement tax strategies for high-net-worth clients, including estate and succession planning.
  • Lead a team of tax professionals to deliver exceptional client service and ensure timely completion of tax returns and compliance projects.
  • Collaborate with clients and other professional advisors to identify opportunities for tax savings and optimize financial management.
  • Stay up-to-date with changing tax laws and regulations, and apply this knowledge to provide expert guidance to clients.
Requirements
  • Active CPA licensure and a bachelor's degree (MST preferred).
  • 10+ years of progressive experience in tax, preferably in a public accounting firm within the private client services space.
  • 2+ years at the partner level or equivalent experience.
  • Proven leadership experience with a consistent record of accomplishment, accountability, and history of execution against budget and strategic initiatives.
  • In-depth experience, knowledge, and a concentration in High-Net-Worth Tax.
About Mowery & Schoenfeld

Mowery & Schoenfeld, LLC is a leading accounting, advisory, and IT services firm headquartered in Lincolnshire, Illinois. We provide personalized service to each client, building a lasting and trusted relationship. Our firm has been named a Best Firms to Work For by Accounting Today, a Best Firms for Women by Accounting Today, and a Best Place to Work in Chicago by Crain's Chicago Business.

We take culture seriously by providing a supportive environment focused on growth. Our Firm has been recognized for its commitment to giving back through our M&S Cares program, which prioritizes community involvement and volunteerism.


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