Private Client Tax Manager

We are seeking an experienced Private Client Tax Manager to join our Vernon Hills, IL office. This full-time opportunity allows you to work closely with high-net-worth clients while enjoying a balanced workload, even during peak tax season. The ideal candidate is a proactive, detail-oriented tax professional ready to lead client engagements, mentor junior staff, and provide strategic tax advisory services in the private wealth sector. Candidates should have 7+ years of public accounting tax experience, hold an active CPA license, and possess deep expertise in individual, trust, estate, and gift tax compliance and planning.

Located in Vernon Hills, this role offers flexible hybrid or in-office schedules, emphasizes technology-driven efficiency, and encourages collaboration with senior leadership. As a hands-on manager, you will have direct impact on client relationships and firm operations, shaping tax strategies for high-net-worth clients.

Key Responsibilities

• Manage and lead tax engagements for high-net-worth individuals and families in Vernon Hills.
• Deliver strategic tax recommendations while ensuring compliance with federal and state regulations.
• Build and maintain strong client relationships as a trusted advisor.
• Mentor and coach junior staff, promoting professional growth and knowledge sharing.
• Partner with senior leadership to address complex tax matters efficiently.
• Leverage technology to streamline internal workflows and client-facing processes.
• Oversee preparation, review, and filing of Individual, Trust, Estate, and Gift tax returns.
• Communicate clearly with clients and team members to exceed expectations.

Requirements

• Bachelor’s degree in Accounting, Finance, or related field.
• Active CPA license.
• Minimum of 7 years of public accounting tax experience, including at least 1 year in a senior managerial role.
• Expertise in Individual, Gift, Estate, and Trust tax compliance and advisory.
• Proven track record providing tax planning and solutions for high-net-worth clients.
• Strong analytical, problem-solving, and collaboration skills.
• Excellent leadership and project management abilities with a client-focused approach.
• Commitment to ongoing professional development and learning.

Preferred Qualifications

• Comfortable working in hybrid or in-office arrangements in Vernon Hills, IL.
• Experience leading complex client engagements and mentoring staff.
• Proficiency with technology tools to enhance workflow efficiency.
• Ability to manage multiple priorities and meet deadlines under pressure.

Benefits

• Health insurance
• Paid time off and holidays
• 401(k) retirement plan with company match
• Opportunities for professional growth, continuing education, and mentorship
• Supportive, collaborative culture emphasizing work-life balance
  

This is a prime opportunity for a tax professional looking to expand leadership skills, work with high-net-worth clients, and thrive in a dynamic team environment in Vernon Hills.

Apply directly to be considered for immediate review.