Tax Manager
1 week ago
About the job Tax Manager - HNW Clients (Accounting firm)
A mid-sized accounting firm committed to providing exceptional client accounting services is currently recruiting a talented individual to join their team as a Tax Manager - HNW Clients.
Reports to: Senior Tax Manager - HNW
Key responsibilities:
- 100% review of tax returns for Individuals (1040), Trusts (1041 and 5227), Partnerships (1065), Gift (709), Charitable Organizations (990-PF) and S and C-corps (1120).
- Provide consulting, planning, and tax-saving strategies to clients.
- Develop and maintain client relationships by providing high quality service that exceeds clients expectations.
- Recognize and develop ways to minimize tax obligations by offering clients additional services.
- Assist with managing, training, and developing staff.
- Manage a team of 6.
- 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)
- Comprehensive insurance plans (medical, disability, life, identity theft, pet)
- Subsidized caregiving benefit
- Wellness Challenges with incentives
- Access to on-site fitness centers/subsidized/low-cost gym memberships
- Financial Well-being:
- 401k, profit-sharing, and tuition reimbursement
- Paid time off, holidays, bereavement, parental leave, and volunteer hours
- Various incentive programs
- Employee Perks and Support:
- Mentorship program
- Flexible, hybrid work environment.
- Also open to Chicago and Downers Grove offices
- Relocation: No
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