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Tax Manager - HNW Clients (Accounting firm)

Wisen HR

About the job Tax Manager - HNW Clients (Accounting firm)


A mid-sized accounting firm committed to providing exceptional client accounting services is currently recruiting a talented individual to join their team as a Tax Manager - HNW Clients.

Reports to: Senior Tax Manager - HNW

Key responsibilities:
  • 100% review of tax returns for Individuals (1040), Trusts (1041 and 5227), Partnerships (1065), Gift (709), Charitable Organizations (990-PF) and S and C-corps (1120).
  • Provide consulting, planning, and tax-saving strategies to clients.
  • Develop and maintain client relationships by providing high quality service that exceeds clients expectations.
  • Recognize and develop ways to minimize tax obligations by offering clients additional services.
  • Assist with managing, training, and developing staff.
  • Manage a team of 6.
Key experience and skills:
  • CPA license
  • High net worth clients' tax experience in a mid-market public accounting firm
  • 5+ years of experience with High Net Worth clients (asset range $50-$300 mil)
Benefits:
  • Comprehensive insurance plans (medical, disability, life, identity theft, pet)
  • Subsidized caregiving benefit
  • Wellness Challenges with incentives
  • Access to on-site fitness centers/subsidized/low-cost gym memberships
  • Financial Well-being:
  • 401k, profit-sharing, and tuition reimbursement
  • Paid time off, holidays, bereavement, parental leave, and volunteer hours
  • Various incentive programs
  • Employee Perks and Support:
  • Mentorship program
  • Flexible, hybrid work environment.
  • Also open to Chicago and Downers Grove offices
  • Relocation: No
Vacancy posted 1 day ago
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