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Senior Tax Accountant - High Net Worth/Family Office

Beacon Hill Solutions Group

Senior Tax Accountant – High-Net-Worth / Family OfficeA highly respected boutique CPA firm in downtown Chicago is seeking a Senior Tax Accountant to join its growing tax practice. This is an excellent opportunity for a public accounting professional who wants to develop deep expertise working with high-net-worth individuals, families, trusts, partnerships, closely held businesses, and family office clients.The firm offers the sophistication and client exposure of a larger public accounting firm within a smaller, highly collaborative environment. The team has excellent tenure, low turnover, and senior professionals who are committed to mentoring and developing people early in their careers.What Makes This Opportunity UniqueSignificant exposure to high-net-worth individuals and family office clientsComplex individual, partnership, trust, and closely held business taxationDirect interaction with experienced managers and partnersStrong mentorship and professional developmentOpportunity to build long-term relationships with clients and their familiesStable, locally focused CPA firm with excellent employee tenureCollaborative, team-oriented cultureHybrid schedule in downtown ChicagoExcellent long-term career opportunity for someone who wants to remain in public accounting and specialize in HNW taxResponsibilitiesPrepare and review federal and state tax returns for high-net-worth individuals, partnerships, trusts, and closely held businessesAssist with tax planning, projections, and researchWork directly with managers and partners on complex client mattersDevelop relationships with clients and gain increasing responsibility as experience growsCoordinate multiple engagements and deadlines throughout the yearParticipate in ongoing professional and technical developmentQualificationsApproximately 2-4+ years of public accounting tax experienceExperience with individual and partnership taxation strongly preferredExposure to high-net-worth individuals, trusts, estates, or family office clients is highly desirableBachelor’s degree in Accounting or related fieldCPA or progress toward the CPA preferredStrong communication and client-service skillsInterest in building a long-term career specializing in high-net-worth and family office taxationThis is a particularly strong opportunity for someone who enjoys public accounting but is looking for a smaller firm where they can receive meaningful mentorship, work directly with senior leadership, and become a trusted advisor to clients rather than getting lost in a large organization.F1476162-MBP_1794423721

Vacancy posted 6 hours ago
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