Tax director

Levelociti
Chicago, IL

Job Description

Job Description

POSITION OVERVIEW

Job Title: HNW Tax Director or High Level Senior Manager

Location: Chicago, IL (Remote/Hybrid Flexible)

Salary: Up to $225K+ (based on experience)

Who We Are

We are a full-service tax, audit, and accounting firm with 100+ employees and nearly three decades of steady growth. Ranked in the top 200 US accounting firms, we've established ourselves as a regional powerhouse with 80+ tax professionals serving clients across multiple industries.

This isn't your typical mid-market firm. We're an independent, growth-focused organization committed to organic expansion and innovative client service. If you're ready to lead tax initiatives in a collaborative environment with genuine advancement opportunities, this role offers the perfect blend of leadership responsibility and technical challenge.

What Makes This Role Different

Leadership & Growth Opportunity:

  • Direct partnership track with young, innovative partner group
  • Department expansion - lead a growing team of tax professionals
  • Remote/hybrid flexibility with collaborative team culture
  • Recent strategic acquisition expanding our family office and HNW capabilities

The Opportunity

Compensation Package:

  • Base salary up to $225K+
  • Discretionary bonuses averaging 8% (5-10% range)
  • Profit sharing $3K-$10K annually
  • Unlimited PTO policy
  • 401k with 3% automatic safe harbor contribution
  • Comprehensive medical coverage (PPO/HMO options)

What You'll Do

  • Lead complex tax engagements across high net worth clientele
  • Manage and mentor senior-level tax professionals and growing teams
  • Drive business development initiatives and client relationship management
  • Oversee quality control processes and technical tax research
  • Collaborate with partners on strategic firm initiatives and service expansion
  • Client advisory role on sophisticated tax planning and compliance matters

What We're Looking For

Required Experience:

  • 8-10+ years progressive tax experience with leadership responsibilities
  • CPA license (active and in good standing)
  • Public accounting and/or RIA tax background with manager/director-level experience
  • Strong technical expertise across High Net Worth individuals, corporate, and pass-through entities
  • Proven track record in team management and client development
  • Experience with complex tax scenarios and sophisticated planning strategies

You're a Great Fit If:

  • You're seeking true partnership potential in an independent, growing firm
  • You want to lead technical initiatives while maintaining client relationships
  • You value a collaborative culture with innovative, forward-thinking leadership
  • You're interested in cross-industry expertise and diverse client challenges
  • You want meaningful work-life balance with manageable busy season expectations

Work-Life Balance:

  • Busy season: 55-hour expectation (realistic and manageable)
  • Extension season: Standard 40-hour weeks with minimal overtime
  • Independent firm culture focused on sustainable growth and employee retention

Ready to Lead? Join a firm where your leadership will directly impact our continued growth trajectory. We're positioned for significant expansion and need a dynamic tax leader to help drive our next phase of development.

Apply now or send your resume directly to [email protected] for immediate consideration.

***We're also actively recruiting for multiple levels within our tax department - reach out to discuss various opportunities that might align with your career goals!***

Posted 2025-07-27

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