Senior Tax Manager, Private Client Services — Elite Wealth Advisory
$154k - $219kAndersen
Application Notice We encourage you to apply thoughtfully by selecting one position that best matches your qualifications and interests. You may submit up to two active applications at a time. Please consider your location choice carefully—we recommend applying where you envision building your future. The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark on a journey that transcends the ordinary, working with extraordinary clients spanning every industry, regardless of their size, because at Andersen, we are free from independence-related constraints that may hinder other firms. But that's not all; we're more than just a company; we're a community that thrives on diversity, inclusivity, and collaboration. Our focus is on your development helping you flourish as leaders, colleagues and trusted advisors. We equip you with world-class education, immersive experiences, and invaluable mentorship to support your rise to the top. We believe in your potential and invest in it to build a legacy that extends beyond your wildest dreams. Bring your ambition, your entrepreneurial spirit, and your burning desire to be the best. Your future mirrors the limitless possibilities of our future. Join us at Andersen, and together, let's write the story of your success! The Role Senior Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates. Senior Managers Can Expect To Maintain communication with clients to ensure satisfaction, meet deadlines, remain current on legislative changes, and lead change effectively; Conduct primary and secondary review of complex tax returns – including federal and state filings; Draft technical tax memoranda; Engage in business development activities (i.e. prepare proposals, present in webinars, collaborate with other service lines to present a comprehensive tax strategy to prospective and current clients, etc.); Supervise train, mentor, and evaluate Intern, Associate and Senior Associates; and Receive formal PCS and on the job training in daily interactions with top tax leaders to learn more about legislative changes, wealth transfer techniques, charitable giving strategies, buy/sell agreement planning, etc. The Requirements 6+ years relevant work experience in an accounting firm, with at least 5 years of Private Client experience. Bachelor’s and/or advanced degree – Accounting, Finance, Economics or related degree (Preferred). Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and Proficient use of technology. Compensation And Benefits Our firm offers a competitive base salary and comprehensive benefits package designed to support the well-being, growth, and long-term success of our people. We are committed to recognizing individual contributions and providing resources that enable our employees to thrive both personally and professionally. Salary Range : For individuals hired to work in Illinois, the expected salary range for this role is $154,000 to $219,000. Actual compensation will be determined based on the candidate’s qualifications, experience, and skill set. Benefits : Employees (and their families) are eligible for medical, dental, vision, and basic life insurance coverage. Employees may enroll in the firm’s 401(k) plan upon hire. We offer 200 hours of paid time off annually, along with twelve paid holidays each calendar year. For a full listing of benefit offerings, please visit Applicants must be currently authorized to work in the United States on a full-time basis upon hire. Andersen will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B status). Andersen Tax is an equal opportunity employer committed to fostering an inclusive workplace. We evaluate all applicants and employees without regard to race, color, religion, national origin, ancestry, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity or expression, age, disability, genetic information, marital status, military or veteran status, or any other characteristic protected under applicable federal, state, or local law. All qualified applicants, including those with criminal histories, will be considered in a manner consistent with applicable law. We provide reasonable accommodations to qualified individuals with disabilities and to individuals with sincerely held religious beliefs, practices, or observances as required by law.
ANDERSEN TAX LLC NOTICE FOR JOB APPLICANTS
#J-18808-Ljbffr Andersen- A reputable financial services firm in Chicago is seeking a Tax Senior Manager to lead tax compliance and consulting services for high-net-worth clients. This role involves managing engagements, supervising associates, and ensuring high-quality service. The ideal candidate...SeniorPrivate client
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Tax Senior Manager, Private Client Services Chicago, IL, United States and 6 more Job Description Job Summary: Private... ...provide assurance, tax and advisory services for a diverse range of clients... ...employees the chance to grow their wealth over time as their shares vest and...SeniorPrivate clientPrivate practiceWork at office$140k - $190k
A leading financial advisory firm in Chicago seeks a Tax Senior Manager for its Private Client Services. This role involves managing tax compliance and consulting engagements for high net-worth individuals and families. Candidates should have a Bachelor's degree in a relevant...SeniorPrivate client$110k - $180k
...autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice in Elgin, IL.. We are looking for a... ...of the largest and fastest growing accounting and advisory firms in the industry You will have the...SeniorPrivate clientTemporary workPrivate practiceWork at officeLocal area- A premier accounting firm in Chicago is looking for an experienced Tax Manager to provide tax compliance and consulting services to high-net-worth clients. You will manage tax engagements and supervise junior staff while conducting advanced tax research and developing sound...Private client
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...Ruby Voight. Salary $110,000 - $250,000 per year. If you are a Tax Manager with at least 3 years experience in High Net Worth (HNW)... ...Why join us? Do you want to work with some of the nation's best clients and enjoy a GREAT work/life balance? We do too. Details Fully...SeniorPrivate clientLocal areaRemote workFlexible hours$110k - $250k
...and the ability to work with a complex and diverse variety of clients, or specialized if you prefer! We want you to love what you do... ...expand are available as well due to our footprint! If you are a Tax Manager with at least 3 years experience in HNW individuals, then...SeniorPrivate clientLocal areaRemote workFlexible hours$132.1k - $301.6k
...global financial services marketplace and... ...with a range of clients from our most venerable... ...Markets, Wealth and Asset Management, Insurance, and... ...dynamic FSO team! Private Tax is a growing... .... As a Senior Manager in Private... ...tax planning and advisory services to high...SeniorPrivate clientWork experience placementSummer holidayLocal areaImmediate startFlexible hours$130k - $160k
Our team has been engaged by a top accounting, tax, and advisory firm to find a high quality Tax Manager in the Chicago, IL area. This firm works with very significant local and regional business clients as well as high profile VIP personal clients for a variety of...Private clientSummer workLocal areaFlexible hours$150k - $175k
...world’s oldest and largest asset management firms, founded in 1931, with... ...supports Capital Group Private Client Services (PCS), a $38billion business that... ...network of more than 40 Private Wealth Advisors. About the Role The Outourced Advisory Solutions (OAS) Private Wealth...Private clientWork at officeLocal areaFlexible hours- A growing wealth advisory firm in Chicago is seeking an experienced Tax Manager to lead a newly formed tax services group. The role involves reviewing and finalizing complex tax returns... .... This position is crucial to enhance client service offerings. #J-18808-Ljbffr CPS,...
- A global consulting firm is seeking a Tax Manager for their International Tax and Transaction Services team focusing on private companies. This role involves managing a qualified... ...tax advice to a diverse portfolio of clients. Candidates must have robust tax consulting...Private clientFlexible hours
$147.4k - $336.8k
...world. ITTS - International Corporate Tax Advisory - Senior Manager The opportunity The International Tax and Transaction Services practice is comprised of three... ...competencies focused on advising corporate and private equity clients on all aspects of their capital agenda...SeniorPrivate clientWork experience placementSummer holidayFlexible hours$90.3k - $165.4k
...global financial services marketplace and the... ...with a range of clients from our most... ...Capital Markets, Wealth and Asset Management, Insurance, and Real... ...providing dedicated tax technical... ...compliance and/or advisory services. Responsibilities... ...matters to senior management and...Summer holidayFlexible hours$85k - $150k
EisnerAmper LLP is seeking a Tax Manager to join the Private Client Services practice in Chicago. The role involves training and supervising team members, preparing and reviewing tax returns, and establishing client relationships. Ideal candidates should have 4+ years of...Private clientPrivate practice$166k - $280k
...Horizons of Tax, Valuation, and... ...and Business Advisory. We stand as... ...professional services organizations... ...extraordinary clients spanning... ...member of the Private Client Services... ...with clients to manage expectations,... ...Associates, Senior Associates,... ...legislative changes, wealth transfer...Private clientFull timeWork experience placementPrivate practiceH1bWork at officeLocal areaWork visa$102k - $190k
...institution is seeking a seasoned professional to manage client relationships and deliver exceptional wealth management solutions. The ideal candidate will have... ...over 7 years of relevant experience, expertise in advisory-based sales, and a deep understanding of wealth...SeniorPrivate client$110k - $215k
Bank of America is seeking a qualified professional to manage and expand client relationships in Chicago. This role involves identifying financial opportunities and providing advisory services to high-net-worth clients. Applicants should have a minimum of 7 years of experience...SeniorPrivate client$85k - $150k
...EisnerAmper experience is one‑of‑a‑kind. The firm is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic... ...and ongoing development of associates and seniors. Prepare and review tax returns for individuals, partnerships...Private clientPrivate practiceLocal area$85k - $240k
Goldman Sachs, Inc. is seeking a Private Wealth Advisor in Chicago to build relationships and deliver customized wealth management services. The role requires strong academic and professional achievements along with 6 years of experience in financial services. The expected...SeniorPrivate client- ...Search, LLC is looking for a Client Advisory Associate in Chicago, IL to support senior advisors in serving ultra-high... ...least 2 years of experience in wealth management, family office, or financial planning... ...environment focused on client service. #J-18808-Ljbffr Connect...Work at office
$116.2k - $212.9k
...global financial services marketplace and the... ...with a range of clients from our most... ...Capital Markets, Wealth and Asset Management, Insurance, and Real... ...The International Tax and Transaction... ...advising corporate and private equity clients on... ...Transaction Tax Advisory, International...Private clientWork experience placementSummer holidayFlexible hours$100k - $150k
...firm, partnering with clients to solve the world'... ...worldwide, our services are in great demand... ...program and construction managers and other... ...Description AECOM Advisory is seeking a dynamic Senior Consultant to support... ...economics research, private equity, investment...SeniorPrivate clientLocal areaWorldwideFlexible hours- ...Chicago is seeking a dedicated Relationship Manager to provide advisory-based sales and relationship... ...development strategies, manage high net worth client relationships, and collaborate with... ...experience, an understanding of wealth management, and be adept in communication...
$75k - $90k
...firm built by clients, for clients. As... ...family office and private investment firm... ...the way wealth is experienced.... ...Wealth Client Services plays a key role... ..., relationship management, account administration... ...such as tax and legal agreements... ...in providing advisory and planning...Private clientFull timeTemporary workWork at officeLocal area- My client, a small and growing wealth advisory firm in Chicago, is seeking a Tax Manager to lead a newly formed tax services group. The Tax Manager will form and grow an internal tax department which will be integral to their client service offerings. Position Summary Review...
- Tax Manager, Transaction Advisory Services Chicago, IL, United States and 3 more Job Description... ...executed timely and that client expectations are met, if... ...to transactions that private equity and strategic corporate... ...the chance to grow their wealth over time as their shares...
$95.4k - $180.4k
...of professional services to the middle... ...empowering our clients and people to realize... ...challenges in managing, safeguarding,... ...growing their wealth. Whether... ...and customized advisory services to navigate... ...investment operations, tax, technology,... ...management, private equity, or...Temporary workWork experience placementInternshipWork at officeLocal area- ...maximize value for our clients. We are experts known... ...providing white‑glove service while leading transformations... ...corporate or private equity carve‑outs and... ...The Office of the CFO Senior Managing Director role is an executive... ...with accounting advisory solutions for complex...SeniorPrivate clientInterim roleWork at office
$106.5k - $195.1k
...global professional services firm with a... ...Organization. In the Private Tax practice, we... ...structures. Support clients in wealth transfer, succession... ...tax planning and advisory services to... ...individuals and families. Manage and deliver... ...to challenge senior colleagues and stakeholders...Private clientWork experience placementPrivate practiceSummer holidayImmediate startFlexible hours
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