HNW Tax Partner

A bit about us:

Full service accounting and consulting Firm founded in the 1990s! The firm's services are divided into six areas - tax, assurance, outsourced services, transaction advisory, wealth management, and business advisory - each designed to meet clients' current needs and help achieve financial success in the future. Recognized as one of the Best Places to Work for 10 consecutive years by Accounting Today, a Best Place to Work in Chicago by Crain's Chicago Business, a 2020 Best Tax Firm by Forbes Magazine, a Top 300 Firm by Inside Public Accounting, and one of the 5000's Fastest Growing Private Companies in America by Inc Magazine.

Why join us?

While the Partner will have a lot of flexibility and autonomy to build out the HNW - Individual Tax - Trust, Gift and Estate practice, the leadership and staff will earn some of the best Work like balance in the industry!
Flexibility is offered throughout the year even during busy season
50-55-hour weeks during busy season
Unlimited PTO
Maternity and Paternity leave
Above market Benefits-(EMPLOYER PAID) Health/Dental/Vision, 401K
3% Safe harbor 401K contribution
Generous Yearly bonus

Job Details

Job Details:
We are currently seeking a dynamic and highly-motivated High Net Worth (HNW) Tax Partner to join our leading public accounting firm. The ideal candidate will be a seasoned professional with extensive experience in tax planning and compliance for high net worth individuals. This role will be pivotal in delivering sophisticated tax solutions for our clients, who include some of the most successful entrepreneurs, executives, and families. The candidate will be expected to leverage their expertise in individual, trust, gift, and estate tax to provide innovative solutions that align with our clients' financial goals.

Top 3 things the client is looking for:

• Coming from a firm that they helped grow. Someone who has experience with a mid-size firm where there is still a lot of fluidity. Bigger firms are a lot more ridged and tightly structured a specific way, and they're great to work for, but that's not this firm!
• Someone who can be adaptable and able to work well with ultra-high net worth clients (they can be a tricky group) and who can be seen a someone who is a partner and advisor as well as build on existing and new relationships.
• Enjoys mentoring and helping to develop younger staff as well as easy to be approached for guidance we needed.

Responsibilities:

• Provide comprehensive tax planning and compliance services for high net worth individuals, trusts, estates, and gift taxes.
• Lead and manage a team of tax professionals, fostering a supportive and collaborative environment.
• Develop and maintain strong relationships with clients to understand their unique needs and provide tailored tax solutions.
• Collaborate with other departments to ensure a coordinated and comprehensive approach to client service.
• Oversee the preparation and review of complex individual, trust, gift, and estate tax returns.
• Leverage your sales and business development skills to expand our client base and enhance our firm's reputation in the market.
• Stay abreast of current tax laws and regulations to ensure our clients receive the most up-to-date and accurate advice.
• Actively participate in professional organizations and networking events to promote our firm's services.

Qualifications:

• Certified Public Accountant (CPA) designation is required.
• Minimum of 10+ years of experience in tax planning and compliance for high net worth individuals.
• Proven track record in sales and business development.
• Comprehensive understanding of individual, trust, gift, and estate tax.
• Exceptional leadership and team management skills.
• Strong interpersonal skills with the ability to build and maintain relationships with clients.
• Excellent problem-solving skills with the ability to provide innovative tax solutions.
• Ability to stay current with tax laws and regulations.
• Commitment to upholding the highest standards of professionalism and ethics.

This is a fantastic opportunity for a Executive Tax Leader to take their career to the next level. If you have the required experience and are ready for a challenging yet rewarding role, we would love to hear from you.

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