Senior Tax Manager for Private Client Services

Senior Tax Manager for Private Client Services

Join a leading CPA firm as a Senior Tax Manager focused on Private Client Services, located in Elgin, IL. This role is ideal for those looking to leverage their high-net-worth client experience in tax compliance and planning in a dynamic and supportive workplace. The Senior Tax Manager will oversee tax functions for ultra-high net worth individuals, particularly in the financial services sector, managing a team while forging strong client and internal relationships. This opportunity is at a firm known for its strong culture, work-life balance, and a portfolio of ambitious professionals committed to delivering exceptional client services.

Salary: $150,000.00 - $200,000.00 per year

Essential Duties and Responsibilities:

• Supervise and lead a team in the tax compliance and planning for ultra-high net worth individuals and families, focusing on clients in financial services.
• Drive client engagement in tax planning and compliance across diverse scenarios, including direct involvement in client interactions and strategy sessions.
• Maintain a deep understanding of hedge fund K-1 treatments, and the intricacies of trusts, estates, gifts, and charitable entities.
• Monitor and manage the preparation and review of complex tax returns, ensuring accuracy and compliance with current laws.
• Engage and establish new client relationships while maintaining excellence in existing relationships.
• Act as a proactive advisor, staying updated on tax legislation and integrating relevant changes into planning and compliance practices.
• Collaborate with other firm departments to enhance service delivery and client satisfaction.
• Participate in and lead training and professional development sessions within the team.
• Occasional travel to client sites to enhance client trust and service delivery.

Minimum Position Qualifications:

• Bachelors Degree in Accounting or equivalent field.
• Minimum of 8 years of experience in tax compliance, with specialization in the taxation of individuals, fiduciaries, estates, and gifts.
• Extensive recent experience in public accounting.
• CPA or IRS Enrolled Agent Certification is required.

Preferred Qualifications:

• Masters Degree in Taxation or a related field.
• Proficiency in GoSystems or CCH Axcess tax software.

Benefits:

• Comprehensive medical, dental, vision, life, and disability insurance.
• 401(k) Retirement Plan with firm contributions.
• Flexible Spending & Health Savings Account options.
• Generous paid time off including holidays, vacation, and sick time.
• Employee assistance program and a range of firm-specific benefits.