Senior Tax Manager

Senior Tax Manager

Tax Advisory | Trust & Estate | High-Net-Worth Clients

Chicago, Illinois| Hybrid

Build Client Relationships. Develop Future Leaders. Shape the Future of a Growing Firm.

Prosperity Partners ("Prosperity") is a Chicago-headquartered professional services firm offering best-in-class tax, accounting, transaction advisory and personal finance services to dynamic businesses, high-net-worth individuals, and family offices. With offices throughout the United States and private equity backing, Prosperity is seeking an experienced Senior Tax Manager to join our growing Chicago office.

This role combines oversight and review of sophisticated tax compliance and tax planning engagements with client advisory, relationship leadership, and team development. You will work directly with business owners, executives, high-net-worth individuals, trusts, estates, and family office clients while helping shape the future of our office.

Why This Opportunity is Different:

• Potential for equity participation through Prosperity's Employee Purpose Plan.
• Defined path toward office leadership and future partner opportunities.
• Ability to assume an established book of client relationships with the support and resources to expand them.
• Work directly with business owners, high-net-worth individuals, trusts, estates, and family office clients.
• Meaningful impact over how the Chicago office grows, serves clients, and develops its team.
• National platform resources combined with entrepreneurial local-office influence.
• Hybrid work flexibility.

Key Responsibilities:

• Lead the planning, review, and delivery of complex tax compliance engagements, including business, individual, trust, estate, gift, flow-through entity, and multi-state tax returns.
• Review complex tax returns and workpapers prepared by the tax team, provide technical guidance, and ensure accurate, timely, and high-quality delivery.
• Advise clients on tax planning, business succession planning, estate planning, trust planning, wealth transfer strategies, mergers and acquisitions, restructurings, and entity planning.
• Serve as a trusted advisor to business owners, executives, high-net-worth individuals, multi-generational families, and family office clients.
• Partner with firm and office leadership to transition, retain, and expand key client relationships.
• Mentor and develop tax professionals while providing technical leadership on complex engagements.
• Contribute to business development, client expansion, and office growth initiatives.
• Champion AI and technology solutions that improve efficiency and enhance the client experience.

Qualifications:

• Active CPA license and a bachelor's degree in Accounting or a related field.
• Master's in Taxation (MST) or similar advanced degree preferred;
• 10+ years of progressive public accounting experience within a regional, national, or multinational CPA firm.
• Deep technical knowledge of federal, state, and local taxation, including flow-through entities and multi-state tax matters.
• Significant experience reviewing complex tax returns and leading tax compliance engagements for businesses, high-net-worth individuals, trusts, and estates.
• Experience advising clients on estate planning, business succession, acquisitions, restructurings, entity planning, and other advanced tax matters.
• Proven ability to build trusted client relationships and explain complex technical matters clearly.
• Demonstrated success mentoring, coaching, and developing tax professionals.
• Ability to work from the Chicago office on a hybrid schedule.

Prosperity Partners is a people-focused professional services business with a strong culture, talented professionals, and exceptional clients. We offer a dynamic environment, significant growth opportunities, equity participation, competitive compensation, and comprehensive benefits. We are seeking a leader who combines financial rigor with strong interpersonal skills and who is excited to help shape the future of a rapidly growing national company

Annual Salary Range $170,000 —$250,000 USD