Tax Manager

$130k - $160k

Brewer Morris

Mundelein, IL

Job Description

High Net Worth Tax Manager

Locations: Louisville, KY

Schedule: Hybrid (3 Days In-Office / 2 Days Remote)

A Top 10 Wealth Management Firm is seeking a High-Net-Worth Tax Manager to join its growing tax team. This role focuses on reviewing and signing tax returns for high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families nationwide.

This is an excellent opportunity for an experienced tax professional who enjoys working with sophisticated individual, trust, and closely held business clients while maintaining a healthier work-life balance than traditional public accounting environments.

What You'll Be Doing

Review and sign complex individual, trust, and fiduciary tax returns
Advise high-net-worth and ultra-high-net-worth clients on tax matters
Review Forms 1040 and 1041 and provide guidance to staff and seniors
Work with partnerships, S corporations, trusts, estates, and other pass-through entities
Collaborate with clients and internal teams to deliver a high level of service
Mentor and develop junior tax professionals

Qualifications

5-7+ years of public accounting tax experience
Strong experience with Forms 1040 and 1041
Experience reviewing tax returns
Sign-off authority preferred for manager-level candidates
Experience with partnerships, S corporations, trusts, estates, and closely held businesses is a plus
CPA preferred

Compensation

Review and sign-off experience required
Base salary: $130,000 - $160,000

Why Consider This Opportunity?

If you're looking for the technical complexity of public accounting without the demands of a traditional firm environment, this opportunity offers the best of both worlds.

No billable hour requirements
Busy season typically averages 45-50 hours per week
Busy season is approximately one month shorter than most public accounting firms
Generally, 40-hour work weeks outside of busy season
Strong emphasis on work-life balance and employee well-being
Opportunity to work with sophisticated HNW and UHNW clients
Growing organization with strong long-term career growth potential

If you're interested in learning more about this opportunity, please apply or reach out directly for a confidential conversation.

Apply

Vacancy posted 12 days ago

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