Confidential
2 days ago Be among the first 25 applicants
This range is provided by Confidential. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $130,000.00/yr - $180,000.00/yr
Who You Are You’re a
licensed CPA
and trusted advisor with a strong technical foundation in
tax strategy and compliance . With
5+ years of experience
serving clients with
complex investment portfolios , you’ve developed deep expertise in areas such as
investment partnerships, real estate structures, hedge fund K-1s, and intricate 1099 reporting .
You’re passionate about helping clients
build and preserve generational wealth , and you bring a thoughtful approach to
trust and estate planning . You’re the kind of professional who digs into the details, researches unique situations, and develops smart, practical solutions—then shares that knowledge to elevate your team.
Now, you’re ready to take the next step— advancing toward Principal
and contributing to the strategic growth of the firm.
What You’ll Do
Lead and oversee
complex tax compliance and planning engagements in alignment with firm and professional standards.
Review and analyze
complex tax returns, projections, and workpapers, applying technical depth and attention to detail.
Deliver
comprehensive tax advisory
services to high-net-worth individuals, family offices, and related entities.
Collaborate closely
with clients and partners, proactively communicating status, insights, and opportunities.
Build and maintain
long‑term client relationships , developing an understanding of each client’s financial goals and priorities.
Manage engagement budgets , forecast issues, and identify opportunities to improve efficiency and profitability.
Mentor and guide Associates and Seniors, fostering a
culture of continuous learning and development .
Contribute to firm growth through
business development , proposal support, and thought leadership initiatives (e.g., publishing insights, presenting research).
What You Bring
CPA license
and a Bachelor’s degree in Accounting (Master’s preferred).
5+ years of experience
in tax advisory and compliance for
high-net-worth clients —preferably within public accounting.
Strong technical expertise in
complex 1099s, hedge fund and private equity K‑1s, and partnership taxation .
Proficiency with
CCH Axcess Tax, ProFx Engagement , and advanced
Excel
capabilities.
Ability to interpret complex tax legislation and provide
clear, actionable guidance
to clients.
Proven
leadership and mentoring
abilities, with a collaborative, solutions‑oriented mindset.
Exceptional communication skills and a genuine commitment to
client service excellence
Why This Role This is an opportunity to join a
highly respected tax advisory practice
where your technical expertise, leadership potential, and client service approach can truly make an impact. You’ll work with
sophisticated clients , expand your technical scope, and be mentored toward
Principal‑level leadership
in a culture that values collaboration, growth, and intellectual curiosity.
Seniority level Not Applicable
Employment type Full-time
Job function Accounting/Auditing
Industries Professional Services
Referrals increase your chances of interviewing at Confidential by 2x
Get notified about new Tax Manager jobs in
Chicago, IL .
#J-18808-Ljbffr
This range is provided by Confidential. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $130,000.00/yr - $180,000.00/yr
Who You Are You’re a
licensed CPA
and trusted advisor with a strong technical foundation in
tax strategy and compliance . With
5+ years of experience
serving clients with
complex investment portfolios , you’ve developed deep expertise in areas such as
investment partnerships, real estate structures, hedge fund K-1s, and intricate 1099 reporting .
You’re passionate about helping clients
build and preserve generational wealth , and you bring a thoughtful approach to
trust and estate planning . You’re the kind of professional who digs into the details, researches unique situations, and develops smart, practical solutions—then shares that knowledge to elevate your team.
Now, you’re ready to take the next step— advancing toward Principal
and contributing to the strategic growth of the firm.
What You’ll Do
Lead and oversee
complex tax compliance and planning engagements in alignment with firm and professional standards.
Review and analyze
complex tax returns, projections, and workpapers, applying technical depth and attention to detail.
Deliver
comprehensive tax advisory
services to high-net-worth individuals, family offices, and related entities.
Collaborate closely
with clients and partners, proactively communicating status, insights, and opportunities.
Build and maintain
long‑term client relationships , developing an understanding of each client’s financial goals and priorities.
Manage engagement budgets , forecast issues, and identify opportunities to improve efficiency and profitability.
Mentor and guide Associates and Seniors, fostering a
culture of continuous learning and development .
Contribute to firm growth through
business development , proposal support, and thought leadership initiatives (e.g., publishing insights, presenting research).
What You Bring
CPA license
and a Bachelor’s degree in Accounting (Master’s preferred).
5+ years of experience
in tax advisory and compliance for
high-net-worth clients —preferably within public accounting.
Strong technical expertise in
complex 1099s, hedge fund and private equity K‑1s, and partnership taxation .
Proficiency with
CCH Axcess Tax, ProFx Engagement , and advanced
Excel
capabilities.
Ability to interpret complex tax legislation and provide
clear, actionable guidance
to clients.
Proven
leadership and mentoring
abilities, with a collaborative, solutions‑oriented mindset.
Exceptional communication skills and a genuine commitment to
client service excellence
Why This Role This is an opportunity to join a
highly respected tax advisory practice
where your technical expertise, leadership potential, and client service approach can truly make an impact. You’ll work with
sophisticated clients , expand your technical scope, and be mentored toward
Principal‑level leadership
in a culture that values collaboration, growth, and intellectual curiosity.
Seniority level Not Applicable
Employment type Full-time
Job function Accounting/Auditing
Industries Professional Services
Referrals increase your chances of interviewing at Confidential by 2x
Get notified about new Tax Manager jobs in
Chicago, IL .
#J-18808-Ljbffr