Tax Manager

A bit about us:

Founded nearly four decades ago and based in the Chicago area, we are a full service public accounting firm built around personalized service and long term relationships. We work with privately held businesses, high net worth individuals, trusts, estates, and nonprofit organizations across a wide range of industries. Our culture is collaborative rather than siloed, and we genuinely value giving our people direct access to firm leadership, room to grow technically, and a seat at the table with clients rather than staying buried in returns. We've built our reputation over the years on quality work and real relationships, and we're looking for someone who wants to grow with us, not just clock in.

Why join us?

• 401(k) with Company Match
• Comprehensive Benefits: Medical, Dental, Vision, Life Insurance
• Generous PTO and Paid Holidays
• Collaborative Work Environment: Direct access to firm leadership and a genuinely team first culture
• Hybrid Flexibility: Work life balance built into the role, not just a talking point
• Career Growth: Clear path for long term advancement within a stable, well regarded firm

Job Details

Key Responsibilities and Duties

• Manage a full portfolio of business and individual tax clients from planning through final delivery
• Review complex tax returns including partnerships (1065), S corps (1120S), C corps (1120), individual returns (1040), fiduciary and trust returns (1041), and gift tax returns (709) when applicable
• Research and resolve complex federal and state tax issues
• Provide proactive tax planning and consulting to clients
• Build and maintain strong, lasting client relationships as a trusted advisor
• Supervise, mentor, and develop Tax Seniors and Staff Accountants through training and review
• Review staff work for technical accuracy and firm quality standards
• Manage multiple engagements, budgets, and deadlines through busy season and beyond
• Identify opportunities to improve client tax strategies and firm efficiency
• Partner with firm leadership on special projects and practice development

Qualifications

• Bachelor's degree in Accounting required
• CPA license required or actively in process
• Minimum of 8 years of recent public accounting tax experience
• Experience supervising and mentoring staff
• Strong background reviewing complex business and individual tax returns
• Working knowledge of pass through entities, trusts, estates, and high net worth individual taxation
• Strong analytical, organizational, and communication skills
• Proven ability to manage multiple priorities while keeping client service front and center

Preferred:

• Experience with closely held businesses across varied industries
• Strong tax planning and consulting background
• Experience with CCH, UltraTax, ProSystem fx, or similar tax software
• Track record of building long term client relationships that support firm growth

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy