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: Bachelor's 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: Master's 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.
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