Private Client Senior Tax Associate
Mowery & Schoenfeld
Mowery & Schoenfeld is seeking an ambitious and curious tax professional with an interest in private client taxation, ongoing learning, and exemplary client service. Do you consider yourself to have an inquisitive mindset? Do you strive to find the best tax solutions for each individual client?
About YOU: As the Tax Senior Associate within our private client team, you will be:- Preparing individual and trust returns.
- Communicating effectively with clients, team members, company management and regulatory bodies.
- Provided with one on one training and development with high visibility and readiness track for growth.
- Involved in taxation processes from start to finish.
- Mentoring associates and interns.
- Bachelor's degree in Accounting, Finance or other relevant discipline
- 3+ years of tax experience in public accounting with at least 1 year at the senior associate level
- CPA or CPA eligible
- Strong written communication skills
- Project and time management skills
- Ability to work remotely and independently
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Private Client Senior Tax Associate in Chicago, IL vacancy
- Ocorian in Chicago seeks a tax compliance professional to support partnership and private client portfolios, including high-net-worth individuals and private equity structures. You will manage engagements, identify risks, and build strong client relationships. Responsibilities...SeniorPrivate clientLocal area
$150k - $300k
...details Boutique law firm specializing in legal services for private clients, including estate planning, business and corporate representation... ...with a heavy focus on partnerships) Mergers and Acquisitions tax focused experiences in the closely held context (e.g....SeniorPrivate clientWork at officeLocal areaRemote work- Bank of America, located in Chicago, IL, is seeking a highly skilled fiduciary/estate tax professional to provide technical tax expertise for Private Bank client teams. The role focuses on accurate tax reporting, applying tax knowledge to client needs, and resolving tax...SeniorPrivate client
- Thompson Coburn LLP in Chicago seeks an attorney with 9+ years of estate planning experience to join the Private Client practice group. The ideal candidate will have a strong tax-focused trusts and estates practice, advising high-net-worth individuals, families, family offices...SeniorPrivate clientPrivate practice
- Bank of America in Chicago, IL seeks a senior fiduciary tax specialist to provide advanced estate and transfer tax expertise to Private Bank client teams, ensuring accurate reporting... ...and beneficiaries while upholding client #J-18808-Ljbffr National Black MBA AssociationSeniorPrivate client
- ...Senior Tax Manager Chicago, Illinois, United States About the Job Senior Tax Manager Minimum Requirements: ~5 Years... ...Accounting ~ CPA licence or CPA Candidate. ~ Expertise in private client management; particularly Estate, Gift & Trust Tax Responsibilities...SeniorPrivate client
- ...FTI Consulting is seeking a Senior Director to join our Transactions Tax team in Chicago, supporting private equity and corporate clients with tax due diligence, structuring and planning. You will work with cross‑functional teams to deliver tax advisory services across...SeniorPrivate client
- BDO USA, LLP in Chicago, IL seeks a Tax Senior for Private Client Services to deliver high-touch tax compliance and consulting to high net-worth... ...estate, gift, and trust tax matters. You will supervise associates, conduct advanced tax research, and drive engagements with...SeniorPrivate client
$77k - $214k
...& SummaryA career within PwC Private will provide the opportunity... ...advisory needs such as audit, tax compliance, and planning to help... .... Our team helps our clients design and implement personal... ..., now and in the future.As a Senior Associate, you'll work as part of a team...SeniorFull timeH1b$300k - $400k
Thompson Coburn in Chicago is seeking an attorney with 9+ years of estate planning to join its Private Client practice. The ideal candidate will have a strong tax-focused trusts and estates practice, advising high net worth individuals and families on complex estate and...SeniorPrivate clientPrivate practice$110k - $215k
Bank of America is seeking a qualified professional to manage and expand client relationships in Chicago. This role involves identifying financial opportunities and providing advisory services to high-net-worth clients. Applicants should have a minimum of 7 years of experience...SeniorPrivate client$300k - $400k
...attorney with 9+ years of estate planning experience to join its Private Client practice. The ideal candidate will handle sophisticated wealth... ..., trust and estate administration, and fiduciary income tax matters for high- and ultra-high-net-worth individuals and families...SeniorPrivate clientPrivate practice$90k - $120k
...Senior Tax Associate Senior Tax Associate Prosperity Partners ("Prosperity") is a Chicago-... ...offices throughout the United States and private equity backing, Prosperity is seeking... ...Partners and will work directly with clients to provide tax preparation and consulting...SeniorWork experience placementWork at office3 days per week$120k
...Posted: 2026-07-11Location: Chicago, Illinois, United StatesSalary: $120,000.00 - $120,000.00Category: Private Client Coverage, Professional, WealthCompany: CitiThe Senior Wealth Advisor SAFE Act is a strategic professional who stays abreast of developments within own...SeniorPrivate clientFull time$126.1k - $253k
...world of change, empowering our clients and people to realize their full... ...there’s nowhere like RSM.RSM’s Private Company team is looking for a dynamic Tax Senior Manager to join our expanding Business... ...for hire as an experienced associate.RSM will consider for employment...SeniorPrivate clientFull timeWork experience placementInternshipPrivate practiceLocal area$126.1k - $253k
...change, empowering our clients and people to realize their... ...estate and income tax planning and compliance... ...clients’ goals. As a Tax Senior Manager, you will be... ...accounting with an emphasis on private client taxation... ...hire as an experienced associate.RSM will consider for employment...SeniorPrivate clientFull timeWork experience placementInternshipLocal area- Stout is seeking a Senior Vice President/Director to lead income tax provision engagements within our Accounting & Reporting Advisory practice... ...to act as a trusted advisor, guiding private equity and corporate clients. This role involves managing projects, developing...SeniorPrivate client
$90k - $110k
...work-life balance.Job Description:Serve as the engagement lead on specific client accountsTake responsibility for pre-engagement planning, execution, and final deliverablesWriting memos and tax alertsAssist with internal and external presentationsDevelop detailed engagement...Senior$130k - $200k
Private Client Tax Manager / Senior Manager ( Full-Time ) Chicago, IL - DK Chicago, IL Key Responsibilities: Tax Engagement Management Lead and manage tax engagements for high-net-worth individuals and private wealth clients. Review and oversee preparation of: Individual...SeniorPrivate clientFull timeLocal area- Senior Associate Attorney - Estate PlanningPosition Overview We are seeking... ...and related documents, manage client relationships, and mentor... ...tailored to their goals, including tax, incapacity planning, and... ...as a Lawyer in a law firm or private practice with demonstrated client...SeniorPrivate clientPrivate practice
- SENIOR AVIATION PROJECT MANAGERCKL is currently seeking enthusiastic individuals who are passionate about aviation, engineering,... ...construction management services to a variety of public and private clients. CKL is looking for talented leaders to build upon our strengths...SeniorPrivate clientTemporary workWork at office
- Job Summary:Private Client Services at BDO is a boutique practice within... ...other people with complicated tax and financial structures. The... ...insurance planning.A Tax Experienced Senior, Private Client Services (PCS... ...-day work assignments of PCS Associates Provides verbal and written...SeniorPrivate clientPrivate practiceWork at office
$130k
...partners to obtain all necessary information and ensure proper tax reporting.Assist in assessing and maintaining tax compliance requirements... ...through entities in order to determine appropriate withholding associated with distributions to US taxable and international investors....Senior- JPMorganChase is looking for a Private Banker to advise clients in managing their wealth. This role involves maintaining client relationships, generating new business, and offering holistic financial advice. Candidates should have at least six years of experience in financial...SeniorPrivate client
- Job Summary:Private Client Services at BDO is a boutique practice within... ...other people with complicated tax and financial structures. The... ...life insurance planning.A Tax Senior Manager, Private Client... ...Responsibilities:Supervises associates and senior associates on all...SeniorPrivate clientPrivate practiceWork at office
$150k - $160k
...diligenceDirectly manage Analysts and Senior Analysts, providing guidance,... ...diligence areas, interacting regularly with clients, management teams, and private equity sponsorsEngage with clients... ...engagementsGain exposure to tax diligence, purchase accounting, post...SeniorPrivate clientInterim role$260k - $420k
...****@*****.***: McKenzie’s Tax Practice is a leader within our Firm... ..., the Tax Practice is recognized by clients and industry peers for the quality tax... ...office of Baker McKenzie seeks a Mid/Senior-Level Tax Associate for its State and Local Tax sub-...SeniorPart timeWork at officeLocal areaWorldwide$80k - $120k
...inline style */ Department Tax /*generated inline style */ Location... ..., solutions to address clients’ unique business goals and risks... ...career opportunity for a Tax Senior to join the CRE team in our Chicago... ...work on a team with other Associates, Senior Associates, Managers,...SeniorLocal areaFlexible hours3 days per week$154k - $219k
...Boundless Horizons of Tax, Valuation, and Business... ...working with extraordinary clients spanning every industry... ...Managers in our Private Client Services (PCS) practice... ..., Trusts and Estates.Senior Managers can expect to:... ..., and evaluate Intern, Associate and Senior Associates;...SeniorPrivate clientFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Client Senior Tax Associate. Be the first to apply!
Related searches
- client relationship associate Chicago, IL
- client services associate Chicago, IL
- client solutions associate Chicago, IL
- client account associate Chicago, IL
- client success associate Chicago, IL
- registered client associate Chicago, IL
- client engagement associate Chicago, IL
- tax specialist Chicago, IL
- tax preparers Chicago, IL
- tax associate attorney Chicago, IL

