Tax Manager

Northbrook, IL - USA

Monthly Salary: $ 125000 - 175000

Posted on: 01-11-2025

Vacancies: 1 Vacancy

Job Summary

Join One of Chicagolands Top CPA Firms

Recognized as one of the top CPA firms in the Chicagoland area and a Great Lakes Regional Leader (Crains Chicago Business and Accounting Today 2020) our firm is committed to helping both our clients and our people succeed. With over 70 years in business we continue to grow by acquiring forward-thinking firms and investing in talented professionals.

We offer a clear career path significant growth and income potential and comprehensive benefits in a supportive collaborative and people-first environment.

The Opportunity:

We are seeking an experienced Tax Senior or Supervisor who is looking to make an impact. You will interact regularly with clients managers and partners and tackle challenges that expand your knowledge and accelerate your career.

High Net-Worth Individuals Trust Estate & Gift Tax Manager

The primary functions of the role include:

Preparation review and/or management of tax forms/returns related to high-net-worth individuals trusts and estates

Developing and handling strong relationships with clients (both current and prospective) financial consultants wealth advisors estates and trusts lawyers and firm colleagues.

Function as a specialist resource for addressing in-house trust estate and income tax questions and issues.

Uncover unstated needs from the clients to offer additional services where relevant

Present to large and small groups to share your expertise

Educate internal partners on your skills and ability to support their clients to drive referrals

Develop processes to improve workflow productivity and best practices

Qualified candidate should have:

Bachelors degree preferably in accounting

7-10 years of relevant experience including preparation review and management of IRS Formsand 709

At least one of the following credentials: CPA EA MST JD LLM CTFA AEP

Previous experience working within the trusts and estates (or equivalent) department of a midsize CPA firm law firm trust company or family office is strongly preferred

Extensive experience working on matters related to high-net-worth clients

Shown experience in discovering unstated needs through diagnostic information gathering

Excellent presentation skills and demonstrated success in a collaborative environment

Strong verbal and written communication listening interpersonal client service networking and analytical skills

Ability to demonstrate exceptional effectiveness as a trusted advisor

Ability to build strong internal relationships

Working in office from mid-January through the initial tax deadline (typically 4/15) as well as during the period of 8/15 through the extended tax deadline (typically 10/15). Barring an urgency necessitating in office work (i.e. an estate tax return deadline etc.) you will enjoy a flexible/hybrid work schedule throughout the remainder of the year.

We believe we have developed a successful business model and that our values drive our outstanding work environment. We value teamwork integrity exceptional client service open communication and adaptability to change.

In addition to the salary range this role provides growth opportunities through partner and is also eligible for bonus and incentive opportunities as well as a suite of other benefits including a 401(k) with company matching contributions paid time off health dental and vision insurance etc.

What We Offer:

Award-Winning Culture Named a Best Place to Work
Path to Partner Real opportunities for career advancement
75% Remote Work Model with year-round flexible scheduling
Summer Fridays Off (Memorial DayLabor Day)
37-hour workweeks outside of peak season
Work-Life Balance Generous paid time off and a people-first culture
Modern Paperless Office with leading-edge technology
Professional Development Curriculum to sharpen both technical and leadership skills
Business Casual Dress Code
Regular firm-wide events that celebrate team spirit friendship and success

As a member of our growing team youll gain hands-on training direct client and partner contact diverse industry exposure and the opportunity to make a real difference. Most importantly youll be supported in becoming a key player in our firms future.

Required Experience:

Manager

Join One of Chicagolands Top CPA FirmsRecognized as one of the top CPA firms in the Chicagoland area and a Great Lakes Regional Leader (Crains Chicago Business and Accounting Today 2020) our firm is committed to helping both our clients and our people succeed. With over 70 years in business we conti...