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Tax Manager- Wealth Management

CPS

My client, a small and growing wealth advisory firm in Chicago, is seeking a Tax Manager to lead a newly formed tax services group. The Tax Manager will form and grow an internal tax department which will be integral to their client service offerings. Position Summary Review and finalize federal and state individual, fiduciary, partnership, S‑Corporation, and gift tax returns and prepare these types of returns for more complex clients. Prepare tax planning projections for individuals and trusts as well as direct staff on client tax planning matters. Analyze and respond to notices from IRS and state agencies. Train staff on input and review of income tax returns. Develop dedicated tax staff to grow the department.

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Vacancy posted 3 days ago
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