Private Client Tax Manager / Senior Manager
$130k - $200kInabia Software & Consulting Inc.
Job Description
Job Description
Location: Greater Chicago Area
Work Arrangement: Full-TimeAbout the Organization
Our client is a respected professional services and tax advisory organization specializing in delivering comprehensive accounting, tax, and consulting solutions to individuals, families, and privately held businesses. The organization provides personalized advisory services focused on long-term financial planning, wealth preservation, and complex tax compliance.
With a strong commitment to technical excellence, client relationships, and professional development, the firm supports high-net-worth clients through sophisticated tax planning and strategic advisory solutions.
Position OverviewWe are seeking an experienced Private Client Tax Manager / Senior Manager to lead tax engagements for high-net-worth (HNW) individuals, families, trusts, estates, and private wealth clients.
The ideal candidate will have strong technical expertise in individual and fiduciary taxation, exceptional client relationship skills, and experience managing complex tax engagements within a public accounting environment.
Key ResponsibilitiesTax Engagement ManagementLead and manage tax engagements for high-net-worth individuals and private wealth clients.
Review and oversee preparation of:
Individual tax returns
Gift tax returns
Estate tax returns
Trust tax returns
Ensure compliance with federal, state, and local tax regulations.
Provide technical review and guidance on complex tax matters.
Develop proactive tax planning strategies for individuals, families, trusts, and estates.
Provide advisory support related to wealth preservation and tax optimization.
Research complex tax issues and communicate recommendations to clients.
Build and maintain trusted relationships with high-net-worth clients.
Serve as a primary advisor and point of contact for assigned engagements.
Collaborate with senior leadership on complex client matters.
Mentor and develop junior tax professionals.
Review workpapers and provide technical guidance.
Support team collaboration and continuous improvement initiatives.
Bachelor's degree in Accounting, Finance, or related field.
Active CPA license required .
7+ years of public accounting tax experience.
Strong expertise in:
Individual taxation
Gift taxation
Estate taxation
Trust taxation
Private wealth advisory services
Strong leadership, communication, and client advisory skills.
Experienced tax professional specializing in HNW and private client services.
Strong background in public accounting environments.
Skilled at managing complex tax engagements and client relationships.
Passionate about mentoring teams and delivering high-quality advisory services.
Salary Range: $130,000 – $200,000 annually
Full-time opportunity
Career growth within a professional tax advisory environment
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