Senior Tax Manager - Private Wealth

Job Title: Tax Senior Manager - Private Wealth (HNW/UHNW)

Location: Chicago, IL (Hybrid or On-site Preferred)
Type: Full-time, Permanent

Overview:

A well-established public accounting firm is seeking a Tax Senior Manager to lead private wealth tax engagements for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. This is an ideal role for a dynamic tax professional who values mentorship, work-life balance, and high-quality client service-without the brutal hours often seen in public accounting.

If you're passionate about private client tax, strategic planning, and growing as a trusted advisor, this is your next big move.

Key Responsibilities:

• Lead and oversee complex tax engagements focused on HNW individuals, trusts, estates, and investment partnerships

• Deliver proactive tax strategies and insights to private clients and family offices

• Mentor, train, and guide junior tax staff

• Collaborate with Senior Managers and Partners to maintain service excellence

• Ensure timely and compliant filings, while building strong client relationships

Requirements:

• Bachelor's degree in Accounting, Finance, or related field

• Active CPA license

• 7+ years of tax experience in public accounting

• Strong expertise in private client services: estate, gift, trust, and individual tax

• Familiarity with investment partnerships and UHNW structures

• Excellent leadership, communication, and project management skills

• A growth mindset and commitment to continuous development

• Preference for candidates open to hybrid or on-site work

Why Apply:

• Take on a leadership role without sacrificing work-life balance

• Join a firm that prioritises mentorship, growth, and client impact

• Work with a high-calibre team focused on quality over quantity

Sound like the next step in your tax career?
Apply now and bring your private client expertise to a forward-thinking team.