Tax Manager
$145k - $200kLHH
Tax Manager
Tax Manager $145,000 - $200,000 / Year location_on Chicago, Illinois Accounting & Finance acute Permanent
Tax Manager / Senior Tax Leader (HNW Individuals)
Location: Chicago (Loop) | Hybrid (1–2 days onsite)
Join a rapidly scaling, privately held tax and advisory platform focused on high-net-worth individuals. This is a growth hire driven by strong inbound demand—not business development. You'll step into complex, high-impact work with a clear path to leadership.
Responsibilities
- Prepare and review complex HNW/UHNW individual tax returns
- Oversee staff while remaining hands-on in execution
- Support onboarding of new clients from an active referral pipeline
- Advise on tax strategy, planning, and optimization
- Navigate complex structures (multi-entity ownership, significant assets, high-judgment scenarios)
- Partner cross-functionally to improve workflows and delivery
Qualifications
- HNW/UHNW individual tax experience (beyond standard 1040 compliance)
- Proven ability to both prepare and review complex returns
- Experience with multi-entity structures and planning strategies
- Broad tax exposure (1040, 1065/1120, trust, gift)
- Public accounting background preferred (Big 4 + PCS / family office ideal)
- Comfortable in a deadline-driven, fast-paced environment
- CPA required
What You'll Enjoy
- No heavy business development expectations (strong inbound pipeline)
- Exposure to complex, high-value work—not repetitive compliance
- Clear path to Partner; advancement based on performance, not openings
- More manageable busy season than Big 4 (~60–65 hours peak)
- Collaborative, execution-oriented culture (hands-on reviewers)
Compensation & Benefits
- Base salary: $145K–$200K + performance bonus
- Hybrid flexibility
- Unlimited PTO + paid holidays
- 401(k) with fully vested match after 1 year
- Company-paid life and long-term disability insurance
- HSA, HRA, and FSA options
- Modern office + strong team culture
- Direct exposure to leadership and Partner group
Equal Opportunity Employer
To review our Candidate Privacy Information Statement, visit:
Vacancy posted 2 days ago
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