Levelociti
HNW Tax Director | Senior Manager - Partnership Track (Chicago)
Levelociti, Chicago, Illinois, United States
Job Description
Job Description
Title:
HNW Tax Director | Senior Manager Location:
Chicago, IL (Remote/Hybrid Flexible) Compensation:
Up to $225k+ base + 8% avg bonus + profit sharing Requirements:
8-10+ years tax experience (HNW focus), CPA, proven leadership
We are a Top 200 accounting firm with 100+ employees and 80+ tax professionals, hiring an HNW Tax Director to lead our growing high-net-worth practice and drive strategic expansion.
This isn't your typical mid-market grind—we're an independent, growth-focused firm with nearly three decades of steady expansion and a young, innovative partner group. We recently made a strategic acquisition expanding our family office and HNW capabilities, and we need a dynamic leader to drive this next phase of growth.
Why This Opportunity Stands Out
Direct Partnership Track - Work with young, innovative partners with clear path to equity Department Expansion - Lead and build a growing team of tax professionals Remote/Hybrid Flexibility - Collaborative culture with work-from-home options Unlimited PTO Policy - Genuine work-life balance, not just lip service Manageable Busy Season - 55-hour expectation (realistic and sustainable) Extension Season - Standard 40-hour weeks with minimal overtime Competitive Total Comp: Up to $225k+ base + 8% avg discretionary bonus (5-10% range) + $3k-$10k profit sharing Leadership Impact - Your leadership directly shapes firm growth trajectory Real Growth Opportunity - Independent firm positioned for significant expansion
Key Responsibilities
Lead complex tax engagements across high-net-worth clientele Manage and mentor senior-level tax professionals and growing teams Drive business development initiatives and client relationship management Oversee quality control processes and sophisticated tax planning strategies Collaborate with partners on strategic firm initiatives and service expansion Provide client advisory on complex HNW tax planning and compliance matters Stay current on tax law changes impacting high-net-worth individuals and families
Qualifications
8-10+ years of progressive tax experience with leadership responsibilities Active CPA license required (in good standing) Public accounting and/or RIA tax background with manager/director-level experience Strong technical expertise across high-net-worth individuals, corporate, and pass-through entities Proven track record in team management, client development, and business growth Experience with sophisticated tax planning strategies and complex scenarios Multi-state tax experience preferred Strong communication skills and ability to work with high-touch HNW clients
What We Offer
Base Salary:
Up to $225k+ based on experience Discretionary Bonus:
8% average (5-10% range) Profit Sharing:
$3k-$10k annually Unlimited PTO
- Genuine focus on work-life balance 401k:
3% automatic safe harbor contribution Comprehensive Benefits:
Medical (PPO/HMO options), dental, vision Career Growth:
Clear partnership track with young, forward-thinking leadership
This role is ideal for someone who wants to lead technical initiatives while maintaining meaningful client relationships—and who values a collaborative culture with genuine partnership potential in a growing, independent firm.
Additional Opportunities
We're actively recruiting for multiple levels within our tax department. If this role isn't the right fit but you're interested in our firm, reach out to discuss other opportunities!
Apply now or send your resume to
keith.shuler@levelociti.com
for immediate consideration.
To view additional roles we are recruiting for, please visit:
https://levelociti.com/job -search/
Job Description
Title:
HNW Tax Director | Senior Manager Location:
Chicago, IL (Remote/Hybrid Flexible) Compensation:
Up to $225k+ base + 8% avg bonus + profit sharing Requirements:
8-10+ years tax experience (HNW focus), CPA, proven leadership
We are a Top 200 accounting firm with 100+ employees and 80+ tax professionals, hiring an HNW Tax Director to lead our growing high-net-worth practice and drive strategic expansion.
This isn't your typical mid-market grind—we're an independent, growth-focused firm with nearly three decades of steady expansion and a young, innovative partner group. We recently made a strategic acquisition expanding our family office and HNW capabilities, and we need a dynamic leader to drive this next phase of growth.
Why This Opportunity Stands Out
Direct Partnership Track - Work with young, innovative partners with clear path to equity Department Expansion - Lead and build a growing team of tax professionals Remote/Hybrid Flexibility - Collaborative culture with work-from-home options Unlimited PTO Policy - Genuine work-life balance, not just lip service Manageable Busy Season - 55-hour expectation (realistic and sustainable) Extension Season - Standard 40-hour weeks with minimal overtime Competitive Total Comp: Up to $225k+ base + 8% avg discretionary bonus (5-10% range) + $3k-$10k profit sharing Leadership Impact - Your leadership directly shapes firm growth trajectory Real Growth Opportunity - Independent firm positioned for significant expansion
Key Responsibilities
Lead complex tax engagements across high-net-worth clientele Manage and mentor senior-level tax professionals and growing teams Drive business development initiatives and client relationship management Oversee quality control processes and sophisticated tax planning strategies Collaborate with partners on strategic firm initiatives and service expansion Provide client advisory on complex HNW tax planning and compliance matters Stay current on tax law changes impacting high-net-worth individuals and families
Qualifications
8-10+ years of progressive tax experience with leadership responsibilities Active CPA license required (in good standing) Public accounting and/or RIA tax background with manager/director-level experience Strong technical expertise across high-net-worth individuals, corporate, and pass-through entities Proven track record in team management, client development, and business growth Experience with sophisticated tax planning strategies and complex scenarios Multi-state tax experience preferred Strong communication skills and ability to work with high-touch HNW clients
What We Offer
Base Salary:
Up to $225k+ based on experience Discretionary Bonus:
8% average (5-10% range) Profit Sharing:
$3k-$10k annually Unlimited PTO
- Genuine focus on work-life balance 401k:
3% automatic safe harbor contribution Comprehensive Benefits:
Medical (PPO/HMO options), dental, vision Career Growth:
Clear partnership track with young, forward-thinking leadership
This role is ideal for someone who wants to lead technical initiatives while maintaining meaningful client relationships—and who values a collaborative culture with genuine partnership potential in a growing, independent firm.
Additional Opportunities
We're actively recruiting for multiple levels within our tax department. If this role isn't the right fit but you're interested in our firm, reach out to discuss other opportunities!
Apply now or send your resume to
keith.shuler@levelociti.com
for immediate consideration.
To view additional roles we are recruiting for, please visit:
https://levelociti.com/job -search/