Senior Tax Manager

About the Firm

We are representing a well-established boutique CPA firm based in Naperville IL with a tight-knit team and a culture that has kept people around for the long haul. The firm operates as part of a broader platform giving the local practice access to national-level resources including a dedicated recruiting team operations manager and back-end infrastructure that most firms this size simply dont have. Despite that backing the local team runs with significant autonomy the leader sets the direction and the platform makes sure they have everything they need to scale.

About the Role

Our client is seeking a Senior Tax Manager to step into a succession role as one of the firms two principals approaches retirement over the next one to two years. This is a high-impact leadership opportunity for someone who wants to plant roots take ownership of a $5.5M book of business and grow into a principal-level seat. The incoming leader will run the tax department develop staff and gradually take over client relationships with a clear and supported path upward.

Key Responsibilities

• Assume day-to-day leadership of the tax department including oversight of staff and workflow management across concurrent engagements
  

• Take over and maintain client relationships serving as the primary point of contact for an established book of business
  

• Review tax returns across individual business and pass-through entity structures
  

• Drive proactive tax planning and advisory conversations focused on long-term client strategy
  

• Lead mentor and develop tax staff including performance oversight and professional growth
  

• Research complex tax issues and deliver well-reasoned practical resolutions
  

• Collaborate with firm principals and serve as a trusted senior resource across the practice
  

• 10 years of public accounting experience with a focus on individual and business taxation
  

• CPA required EA accepted
  

• Generalist background across individual and small business tax
  

• Proven ability to lead and develop staff in a client-facing environment
  

• Proficiency with Lacerte preferred
  

• Strong interpersonal skills professional presence and the ability to build and maintain long-term client relationships
  

• Local to the Naperville IL area with the ability to be in office a minimum of 3 days per week; full-time in office preferred
  

• Strong base salary and bonus structure
  

• BCBS medical coverage with family and individual plan options
  

• HSA
  

• 3% safe harbor 401(k)
  

• 20 days PTO
  

• 11 paid holidays including your birthday
  

• Clear path to principal with compensation that grows as responsibilities expand