Tax Manager

Join One of Chicagoland’s Premier CPA Firms With over 70 years of excellence and recognition as a Great Lakes regional leader (Crain’s Chicago Business & Accounting Today, 2020), our firm is dedicated to the success of both our clients and our people. We continue to expand by acquiring forward-thinking firms and investing in top talent, offering clear career paths, significant growth and income potential, and comprehensive benefits—all within a collaborative, people-first culture. The Opportunity Position: Tax Senior / Supervisor – High-Net-Worth Individuals, Trusts & Estates Location: Chicagoland (75% remote outside peak seasons) Path: Direct line to partner; bonus & incentive potential As a Tax Senior or Supervisor, you’ll serve as a trusted adviser on sophisticated tax matters for high-net-worth individuals, estates, and trusts. You’ll interact daily with clients, managers, partners, and external advisors, using your expertise to deepen client relationships and uncover new opportunities. What You’ll Do Tax Preparation & Review Manage the preparation and review of IRS Forms 1040, 1041, 706, and 709 Client Relationship Development Build and maintain strong partnerships with clients, financial advisors, and legal counsel Uncover unstated client needs and recommend additional services Subject-Matter Expertise Act as the in-house trust and estate tax specialist for colleagues and clients Present tax strategies and best practices to groups of varying sizes Process Improvement Design and implement workflow enhancements to boost productivity and consistency Internal Collaboration & Referrals Educate internal teams on your service capabilities to drive cross-practice referrals Requirements What You Bring Education & Credentials Bachelor’s degree (Accounting preferred) Active credential: CPA, EA, MST, JD, LLM, CTFA, or AEP Experience 7–10 years in a trusts & estates or high-net-worth tax role at a CPA firm, law firm, trust company, or family office Proven track record with Forms 1040, 1041, 706, and 709 Skills & Mindset Exceptional client service and interpersonal skills Strong analytical, written, and presentation abilities Collaborative attitude and ability to build consensus Talent for diagnosing unstated client needs Benefits Why You’ll Love Working Here 🏆 Award-Winning Culture: “Best Place to Work” honoree 📈 Clear Path to Partner: Advancement tied to performance 🏠 Flexible/Hybrid Model: 75% remote, with on-site peaks only Jan–Apr 15 and Aug 15–Oct 15 ☀️ Summer Fridays Off (Memorial Day–Labor Day) 🕒 37-Hour Workweeks outside peak season 🧘‍♂️ Work-Life Balance: Generous PTO, holidays, and sick leave 💻 Modern, Paperless Office: Cutting-edge technology 🚀 Professional Development: Technical & leadership training curriculum 👔 Business Casual Dress Code 🎉 Firm-Wide Events: Celebrate successes and build camaraderie 💼 Comprehensive Benefits: 401(k) matching, health/dental/vision, and more If you’re a proactive tax professional looking to elevate your career and make a real impact, we want to hear from you!