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Tax Manager - High Net Worth Clients

Deerfield, IL · Accounting/Finance

Excellent company looking to add a successful Tax Manager - High Net Worth Professional to their team!

***Hybrid position working with our team in Downers Grove and Chicago***


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 client’s expectations. 

  • Recognize and develop ways to minimize tax obligations by offering clients’ additional services. 

  • Assist with managing, training, and developing staff. 


About YOU! 

  • Bachelor’s 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 mil.  Experience from a public accounting firm. (i.e. Big 4, Forvis and Andersen Tax)

  • CPA designation
  • High net worth clients' tax experience in a mid-market public accounting firm (Big 4, Forvis, Andersen Tax)



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