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
$100k - $110k
...including preparation of accounting entries for the day-to... ...review of electronic tax work papers and tax... ...financial statements for family members, private... ...accounting preferably the high net worth area. • Relevant... ...in Microsoft Office, specifically Excel....Work at officeSeniorHigh net worthWork experience placement$90k - $120k
...Senior Tax AssociateSenior Tax AssociateProsperity Partners ("Prosperity") is... ...firm offering best-in-class tax, accounting, transaction advisory and personal... ...services to dynamic businesses, high net-worth individuals, and family offices. With offices throughout the United...Work at officeSeniorHigh net worthWork experience placement3 days per week- ...Senior Tax AssociateWe are a well-established, multi-office accounting and consulting firm with over a century of history serving entrepreneurs, high-net-worth individuals, and sophisticated businesses throughout... ..., succession planning, family partnerships, and asset protection...Work at officeSeniorHigh net worthLocal area
- ...on genuinely interesting tax clients, have the freedom... ...5 years, which in public accounting probably deserves some sort... ...for an Experienced Tax Senior to join the team, and the... ...working on?The firm works with high net worth individuals, family offices, private equity and...Work at officeSeniorHigh net worthRemote workWork from home
$70k - $100k
...a well-established, multi-office accounting and consulting firm with over... ...serving entrepreneurs, high-net-worth individuals, and sophisticated... ...looking for an experienced Senior Tax Associate to join our tax practice... ..., succession planning, family partnerships, and asset...Work at officeSeniorHigh net worthLocal area$126.1k - $253k
...RSM.RSM’s dedicated Family Office Enterprise (FOE) practice... ...the goals of ultra-high net worth families with our... ...Exposure to strategic tax planning, business advisory... ...growthAs a Tax Senior Manager, you will be... ...Bachelor’s degree in accounting or business-related fieldOne...Work at officeSeniorHigh net worthFull timeWork experience placementInternshipLocal area- ...Our client is seeking a highly motivated Tax Accountant to join a growing wealth management firm with Ultra High Net Worth (UHNW) individuals and families. This role will focus on the preparation... ...attorneys, wealth advisors, family office professionals, and outside service...Work at officeHigh net worthLocal area
$100k - $140k
...Tax Senior | Chicago, IL (West Loop) | $100K-$140K Base + Bonus... ...serving business owners and high net worth families for more than 80 years. With... ...and review the work of Staff accountants Research technical... ...plus bonuses ~4 days in the office, every Friday from home ~...Work at officeSeniorHigh net worth- ...Chicago is seeking a tech-savvy Staff Accountant to join our Family Office Services team. You will work with... ...including closely held companies and high-net-worth individuals, supporting month-end and year-end tasks and assisting in tax planning discussions. You will collaborate...Work at officeHigh net worth
- ...Single Family Office – Wealth Advisor | Chicago | Hybrid An established... ...generations of an ultra-high-net-worth family. This... ...analyses covering cash flow, taxes, and estate planning strategies... ...Coordinate with attorneys, accountants, investment professionals,...Work at officeHigh net worth
$80k - $100k
...Senior Accountant – Tax & General Accounting ~ Downtown Chicago, IL (Hybrid) ~$80,000–$100,000 + Bonus We are partnering with an established family office in downtown Chicago seeking a Senior Accountant with a strong tax background who is also comfortable assisting...Work at officeSenior$80k - $110k
...Senior Accountant – Tax & General Accounting ~ Downtown Chicago, IL (Hybrid) ~$80,000–$110,000 + Bonus We are partnering with an established family office in downtown Chicago seeking a Senior Accountant with a strong tax background who is also comfortable assisting...Work at officeSeniorFull time- Topel Forman is seeking a tech savvy Staff Accountant for our Family Office Services team in Chicago. You will work with family... ..., including closely held businesses and high-net-worth individuals, alongside audit and tax teams to complete monthly, quarterly, or year-...Work at officeHigh net worth
$125k
...Senior Tax Professional MJMS Family Office Services, LLC is seeking an experienced Senior Tax Professional... ...practice, you will work closely with high-net-worth individuals and families,... ...Qualifications ~ Bachelor's degree in Accounting, Finance, or related field. ~...Work at officeSeniorHigh net worthFull timeCasual workLocal area$120k - $175k
...Job Title: Tax Manager/Sr. Manager –... ...an established, highly respected, and strictly... ...Due to upcoming senior partner... ...Why Public Accounting Tax Professionals... ...: 2 days in the office, 3 days remote each... ...executives, and high-net-worth families across various industries...Work at officeSeniorHigh net worthFull timeSummer workRemote workWork from homeFlexible hoursWeekend work2 days per week3 days per week$60k - $95k
...Advisory - Business Mgmt & Family Office Description Job... ...to providing high-touch, customized wealth... ...management solutions for high-net-worth individuals and... ...custodial platforms, and account maintenance. This... ...client data from the tax department and support...Work at officeHigh net worthFull time$70k - $100k
...Family Law Paralegal for Elite High Net Worth Firm in Chicago This Jobot Job is hosted by: Jeff Ruben Are you a fit? Easy Apply now by clicking the... ...Proficient in legal research software and Microsoft Office Suite. Interested in hearing more? Easy Apply now by...Work at officeHigh net worthLocal areaFlexible hours- Brown Brothers Harriman in Chicago seeks a Family Office Analyst to support a dedicated base of high-net-worth clients. You will coordinate investment execution across core portfolios and prepare meeting materials, delivering asset allocation updates and client reports....Work at officeHigh net worth
- ...Senior Executive Underwriter, Excess Casualty page... ...Multinational Clients, and High Net Worth individuals. We are... ...to underwrite an account, as well as the coverage... ...to be primarily in the office. This approach helps us... ...mind to you and your family.**Reimagining insurance...Work at officeSeniorHigh net worthFlexible hours
$90k - $100k
...HYBRID ROLE- TAX ACCOUNTANT - FAMILY OFFICE These beautiful summer days won’t last, and neither will this exciting new opportunity! The salary range for this position is $90,000-$100,000 plus bonus. Plus it comes with benefits, including medical, vision, dental...Work at officePermanent employmentSummer work- ...Senior Private Wealth Advisor | Single Family Office | Chicago | Hybrid An established $15 billion single-family office is seeking a Senior Private Wealth... ...• Coordinate with internal specialists, attorneys, accountants and other professionals to carry planning...Work at officeSeniorRemote work
$70k - $80k
...the role. The State Management Senior Product Analyst is a member... ...based out of our Chicago, IL office. We are seeking an intelligent... ...successful implementation of high net worth property and casualty (P&C)... ...exclusively for financially successful families and driven by a purpose of...Work at officeSeniorHigh net worthFull time$45k - $130k
...Originally founded in 1882 as the family office of John D. Rockefeller, the... ...advice to ultra- and high-net-worth individuals and families, institutions... ...join its growing team as a Senior Client Associate. The Senior... .... Responsibilities Account opening and maintenance...Work at officeSeniorHigh net worthLocal area- **Senior Security Engineer** **About the Role** We... ...to work in an office environment, which may... ...Leave* Flexible Spending Accounts & Health Savings Accounts... ...’s largest multi-family office and non-bank wealth... ...on serving ultra-high- and high-net-worth clients. As the industry...Work at officeSeniorHigh net worthPermanent employmentTemporary workFlexible hours
- ...banks in the United States, is seeking a Family Office Analyst to join its BBH Capital... ...focus on serving private businesses and high-net-worth families, BBH Capital Partners manages... ...management teams at BBH, help identify accounts requiring rebalancing before periodic...Work at officeHigh net worth
- ...You'll Do Are you an experienced tax professional with a passion for... ...delivering exceptional service to high-net-worth families and family office clients? As a Senior Manager on our Family Office... ...AreRequiredBachelor's degree in Accounting or a related fieldActive CPA license...Work at officeSeniorHigh net worthFull timeContract work
$110k - $210k
...you an experienced tax professional with a... ...tax planning? As a Senior Manager on our High Net Worth Tax team, you’ll provide... ...individuals and families with complex tax needs... ...Bachelor’s degree in Accounting or related field required... ..., and Microsoft Office Eligibility to work...Work at officeSeniorHigh net worthFull timeContract work$126.1k - $253k
...like RSM.Our Ultra High Net Worth Multi-Generational Families team focuses on post... ...estate and income tax planning and compliance... ...’ goals. As a Tax Senior Manager, you will... ...’s degree in accounting or business-related... ...aligned to an RSM office and come together in...Work at officeSeniorHigh net worthFull timeWork experience placementInternshipLocal area- ...firm. Offering a high touch approach, we... ...experience serving high net-worth individuals, their families, family offices, C-Suite... ...with complicated tax and financial structures... ...insurance planning.A Tax Senior Manager, Private... ...; major in Accounting, Finance, Economics...Work at officeSeniorHigh net worthPrivate practice
$85k - $115k
...associates regularly work in a Wipfli office, from home and at client sites... ...for managing and coordinating tax compliance and advisory work... ...client service teams for account planning Prepare and review... ...assistance, flexible time off, family care leave, parental leave, family...Work at officeSeniorHigh net worthTemporary workLocal areaFlexible hours
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