Private Client Sr. Tax Manager
1 week ago
Top Reasons to work with our client:
- Medical insurance
- Vision insurance
- Dental insurance
- 401(k)
- Paid paternity leave
- Paid maternity leave
- Disability insurance
Location : Lincolnshire, Illinois
Pay : Competitive Pay & Benefits
Job Description
What you will be doing:
- Lead engagements by meeting client needs with a sense of urgency.
- Develop recommendations and maintain client relationships by balancing client needs with other assignments and deadlines.
- Provide proactive advice based on knowledge of tax law, particularly within the private wealth and high-net-worth group.
- Demonstrate initiative to creatively solve issues in collaboration with the lead.
- Leverage technology to automate both internal and client processes to improve efficiency.
- Act as a mentor to younger staff and work directly with Senior Managers and Partners.
- Bachelor's degree in accounting, finance, or other relevant discipline.
- 7+ years of tax experience in public accounting, with 1+ years in a senior managerial role preferred.
- CPA-certified and active license.
- Expertise in management of Individual, Gift, Estate, and Trust income tax compliance and providing knowledgeable review of complex returns.
- Background and experience managing and actively providing advisory and tax solutions to clients.
- Feels empowered to provide solutions and ideas.
- Values professional development.
- Exhibits excellent project and team leadership and communication skills.
- Shares our focus on growth and problem-solving.
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