Tax Manager

Join One of Chicagoland’s Top CPA Firms

Recognized as one of the top CPA firms in the Chicagoland area and a Great Lakes Regional Leader ( Crain’s 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:

· Bachelor's degree, preferably in accounting

·7-10 years of relevant experience, including preparation, review and management of IRS Forms 1040, 1041, 706 and 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.

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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 Day–Labor 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, you’ll gain hands-on training, direct client and partner contact, diverse industry exposure, and the opportunity to make a real difference. Most importantly, you’ll be supported in becoming a key player in our firm’s future.