Tax Manager

Job Description

Job Description

Join One of Chicagoland’s Premier CPA Firms

With over 70 years of excellence and recognition as a Great Lakes regional leader (Crain’s Chicago Business & Accounting Today, 2020), our firm is dedicated to the success of both our clients and our people. We continue to expand by acquiring forward-thinking firms and investing in top talent, offering clear career paths, significant growth and income potential, and comprehensive benefits—all within a collaborative, people-first culture.

The Opportunity

Position : Tax Senior / Supervisor – High-Net-Worth Individuals, Trusts & Estates

Location : Chicagoland (75% remote outside peak seasons)

Path : Direct line to partner; bonus & incentive potential

As a Tax Senior or Supervisor, you’ll serve as a trusted adviser on sophisticated tax matters for high-net-worth individuals, estates, and trusts. You’ll interact daily with clients, managers, partners, and external advisors, using your expertise to deepen client relationships and uncover new opportunities.

What You’ll Do

• Tax Preparation & Review
• Manage the preparation and review of IRS Forms 1040, 1041, 706, and 709
• Client Relationship Development
• Build and maintain strong partnerships with clients, financial advisors, and legal counsel
• Uncover unstated client needs and recommend additional services
• Subject-Matter Expertise
• Act as the in-house trust and estate tax specialist for colleagues and clients
• Present tax strategies and best practices to groups of varying sizes
• Process Improvement
• Design and implement workflow enhancements to boost productivity and consistency
• Internal Collaboration & Referrals
• Educate internal teams on your service capabilities to drive cross-practice referrals

Requirements

What You Bring

Benefits

Why You’ll Love Working Here