High Net Worth Tax Senior

Job Description

Job Description

High Net Worth Tax Senior

Job Title: Tax Senior - High Net Worth (Hybrid)
Location: Naperville, IL
Firm: Mid-Sized Regional CPA Firm
Salary: $85,000 - $110,000 + Bonus

 

About Us

Are you tired of the Big 4 "grind" but still want to work on complex, high-level technical projects? Join one of Chicago's premier mid-sized regional firms. We offer the sophisticated client base of a national firm with the culture, visibility, and work-life balance of a boutique practice. We believe in "quality over quantity," ensuring our team has the breathing room to provide exceptional service without burning out.

 

 

 

The Role

We are looking for a Tax Senior to join our Private Client Services (PCS) group. You will act as a primary point of contact for High Net Worth Individuals (HNWIs), multi-generational families, and C-suite executives. This is a high-impact role with a clear, merit-based track to Manager and beyond.

 

 

 

What You'll Do

• Compliance: Prepare and review complex federal and state tax returns for individuals, trusts (revocable and irrevocable), estates, and private foundations.
• Planning: Assist in sophisticated tax planning and wealth transfer strategies, including gift tax (Form 709) and estate tax (Form 706) considerations.
• Advisory: Research complex tax issues and stay ahead of legislative changes affecting HNW clients.
• Client Relations: Maintain direct communication with clients and their outside advisors (attorneys, investment managers).
• Mentorship: Guide and review the work of tax associates, fostering a collaborative learning environment.

 

 

 

Qualifications

• Experience: 3+ years of public accounting experience, specifically focused on High Net Worth or Private Client tax.
• Education: Bachelor's degree in Accounting; Master's in Tax (MST) is a plus.
• Certification: CPA license (active) or significant progress toward completion.
• Technical Skills: Proficiency in tax software (CCH Axcess, ProSystem fx, or GoSystem) and Excel.
• Communication: Ability to explain complex tax concepts to clients in a clear, digestible way.

 

Why Join Us?

• True Work-Life Balance: We offer manageable billable hour targets and a culture that respects your time off-especially during the off-season.
• Hybrid Flexibility: Work from our modern Chicago office 2-3 days a week, with the rest from home.
• Growth Path: As a mid-sized firm, you aren't just a number. You will have a personalized career development plan and direct access to Partners.
• Competitive Pay: $85k-$110k base salary, plus performance bonuses and a comprehensive benefits package (401k match, generous PTO, and health/dental/vision).

Ready to elevate your career? Apply today to join a firm that values your expertise and your life outside of the office.

- For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 07/22/2026 and applications will be accepted on an ongoing basis until the position is filled or closed. Everforth CyberCoders is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter .  Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at  View email address on ziprecruiter.com to make arrangements.