Tax Manager - HNW

Mowery & Schoenfeld LLC; Sainte-Catherine; Hybrid; CAD 70,000 - 110,000; Full time

Job summary

An established industry player is seeking a dynamic Tax Manager who is passionate about tax and eager to grow within public accounting. This role emphasizes client service, mentoring, and leveraging technology to enhance efficiency. With a focus on private wealth and high-net worth individuals, the Tax Manager will lead engagements, provide proactive advice, and foster a collaborative work environment. The firm is committed to a supportive culture that prioritizes professional development and community involvement, making it an ideal place for those looking to make a significant impact in their careers while enjoying a balanced work-life dynamic.

Benefits

Flexible Work Hours

Professional Development Opportunities

Community Engagement Programs

Supportive Work Environment

Qualifications

• 5+ years of tax experience in public accounting and 2+ years in a managerial role.
• CPA certified with expertise in Individual, Gift, Estate and Trust tax compliance.

Responsibilities

• Lead engagements and develop recommendations while maintaining client relationships.
• Provide proactive tax advice and mentor younger staff.

Skills

Tax Law Knowledge

Client Relationship Management

Mentoring Skills

Problem Solving

Communication Skills

Leadership Skills

Education

Bachelor's Degree in Accounting

CPA Certification

Tools

Tax Compliance Software

Accounting Software

Job description

Do you have a passion for tax and are looking to continue to grow and develop your career within public accounting, but without the notoriously long hours? Mowery & Schoenfeld is industry-leading in our reduced overall hours, even in late March to mid-April!

Mowery & Schoenfeld is seeking an ambitious and curious tax manager professional with particular interest and expertise in private wealth and high-net worth group, mentoring younger staff, seeking ongoing learning, and providing exemplary client service.

Tax Managers operate as leaders and mentors within our Firm by demonstrating the ability to:

• Lead engagements by meeting client needs with a sense of urgency.
• Develop recommendations and maintain client relationships by balancing the client needs along with other assignments and deadlines.
• Provide proactive advice based on their knowledge of tax law, particularly within the private wealth and high-net worth group.
• Demonstrate initiative to creatively solve issues in collaboration with the lead.
• Leverage technology to automate both internal and client processes to improve efficiency.
• Act as a mentor to younger staff and work directly with Senior Managers and Partners.

Qualified candidates who can work in-office or hybrid schedules are strongly preferred.

We are seeking an individual who is curious, self-motivated, and a team player with the following qualifications:

• Bachelor’s degree in accounting, finance or other relevant discipline.
• 5+ years of tax experience in public accounting, with 2+ years in a managerial role preferred.
• CPA certified and active license.
• Expertise in management of Individual, Gift, Estate and Trust income tax compliance and providing knowledgeable review of complex returns.
• Background and experience managing and actively providing advisory and tax solutions to clients.
• Feels empowered to provide solutions and ideas.
• Values professional development.
• Exhibits excellent project and team leadership, and communication skills.
• Shares our focus on growth and problem solving.

If you believe that your experience and work expectations align with our commitment to our employees, we want to hear from you.

Mowery & Schoenfeld, LLC is an accounting, advisory, and IT services firm headquartered in Lincolnshire, Illinois, with satellite offices in the Chicago Loop, Downtown Miami, and the Philippines. Our organization is focused on providing personalized service to each client, building a lasting and trusted relationship.

We take culture seriously by providing a supportive environment focused on growth. Our Firm has been named a Best Firms to Work For by Accounting Today, a Best Firms for Women by Accounting Today, and a Best Place to Work in Chicago by Crain’s Chicago Business.

Through our M&S Cares program, we prioritize giving back and provide opportunities for our team to support our larger community. We are grateful to be recognized with the Illinois CPA Society's Time and Talent Public Service Volunteerism Award, awarded to only one firm each year.

We are always looking for employees with a focus on growth, community, and superior client service to join our team.

Mowery & Schoenfeld is an equal opportunity employer. We do not discriminate against any employee or job applicant because of race, color, religion, national origin, sex, physical or mental disability, or age.