Tax Manager - HNW Clients (Accounting firm)

Wisen HR

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

Wisen HR

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Vacancy posted 2 days ago

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