Tax Manager
3 days ago
Tax Manager - Individual Tax (Internal Tax Team) - Chicago, IL
Who: An experienced individual tax specialist who enjoys advising clients, reviewing complex returns, and leading engagements.
What: Provide compliance, planning, and consulting services for internal clients while managing relationships, supervising staff, and reviewing complex individual tax returns.
When: Full-time role with a steady, balanced schedule and no traditional busy season.
Where: Fully remote within the U.S., with ideal locations on the East Coast or Southeast.
Why: To grow your tax career in a role offering exceptional flexibility, meaningful client relationships, and long-term upward career trajectory.
Office Environment: A supportive, people-first culture committed to development, work/life balance, and team collaboration.
Salary: Competitive compensation with benefits.
Position Overview:
We are seeking a Tax Manager - Individual Tax Services to deliver high-quality compliance, planning, and consulting services to internal clients. This role is ideal for a seasoned individual tax professional seeking career growth without the pressures of a traditional tax busy season. You will serve as a trusted advisor to approximately 75 clients, lead multiple engagements, build technical expertise, and mentor team members in a collaborative, growth-oriented environment.
What You Will Do:
• Provide individual tax compliance, planning, and consulting services to internal clients.
• Review complex individual tax returns and all supporting documentation.
• Lead multiple engagements delivering proactive, strategic tax planning.
• Apply new technical developments to complex situations to enhance client service.
• Serve as the primary point of contact for approximately 75 clients.
• Participate in firm-wide learning programs and invest in ongoing professional development.
• Support team development through mentoring, coaching, and knowledge sharing.
Qualifications:
• Bachelor's degree in Accounting, Law, or related business discipline; Master's or advanced degree preferred.
• CPA or EA required.
• 8+ years of experience in individual tax return review and planning for high-net-worth individuals.
• Multi-state individual tax compliance experience, including composite, withholding, and pass-through entity tax.
• Experience providing federal tax compliance and consulting services in a professional services environment.
• 2+ years of supervisory, mentoring, or team leadership experience preferred.
• Strong analytical, organizational, project management, and communication skills.
• High proficiency with CCH Axcess, PDFlyer, and Microsoft Office Suite.
• Eligibility to work in the U.S. without sponsorship preferred.
If you're interested in learning more about this opportunity or would like to discuss your qualifications, please apply now.
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