Flexibility Support Opportunity Collaboration
Over 100 years of superior client service and pure organic growth - without a single merger!
We are seeking a HNW Tax Manager.
Highlights:
Crains Chicago 11thlargest firm (2023), Accounting Todays 54th largest firm in the US, 10th in the Great Lakes region (2024).
Come have a voice in the department and in your career!
Large Firm Opportunities, Small Firm Culture.
Receive mentorship and support from partners and opportunities for career advancement.
Work on tax consulting and compliance services to HNW clients including personal, trust, gift, and family estates.
Flexible, hybrid work environment with offices in Chicago, Deerfield, and Downers Grove.
How You Will Contribute:
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.
About YOU!
Bachelors degree in accounting, MST preferred.
CPA License required.
5+ progressive years of experience with a focus on HNW individuals or family office average asset range $50mil $300.
What We Value:
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Building strong relationships, being responsive, being proactive, and continued learning and mentoring.
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Supporting your career growth. We recognize good work and are proud to offer promotions at an accelerated pace compared to the industry average.
What we offer:
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Comprehensive benefit package and defined PTO.
- Parental leave.
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8 hours of volunteer time.
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CPA exam incentives.
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Tax season meals/allowances.
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Opportunities for reduced work schedules.
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