HNW/Private Client Tax Manager (Hybrid)

Jobot; Chicago (IL); On-site; USD 125,000 - 170,000; Full time

Benefits offered by this job

Unlimited PTO

Employer paid health/dental/vision

3% Safe harbor 401K contribution

Generous yearly bonus

Growth and development potential

Maternity/Paternity leave

Job summary

Jobot in Chicago, IL is seeking a seasoned tax professional with 5+ years of public accounting experience to join our growing team as a Senior Tax role. The position offers a busy season with 50-55 hour weeks, unlimited PTO, generous employer-paid benefits, and strong growth opportunities.

Ideal candidates will hold a CPA and have expertise in private client management, including estate, gift and trust tax, plus UHNW and investment partnership experience.

Qualifications

• Bachelor's degree in Accounting, Finance or other relevant discipline.
• 5+ years of tax experience in public accounting.
• CPA.
• Expertise in private client management; particularly estate, gift & trust tax.
• UHNW & investment partnership experience.

Skills

Tax expertise

Public accounting

CPA

Estate & trust tax

Education

Bachelor's degree in Accounting/Finance

Job description

Job details: 50-55 hour weeks busy season, Unlimited PTO, Generous Bonus, Employer Paid benefits, Growth and advancement

Salary: $125,000 - $170,000 per year

A bit about us

Full service accounting and consulting firm founded in the 1990s! The firm's services are divided into six areas - tax, assurance, outsourced services, transaction advisory, wealth management, and business advisory - each designed to meet clients' current needs and help achieve financial success in the future. Recognized as one of the Best Places to Work for 10 consecutive years by Accounting Today, a Best Place to Work in Chicago by Crain's Chicago Business, a 2020 Best Tax Firm by Forbes Magazine, a Top 300 Firm by Inside Public Accounting, and one of the 5000's Fastest Growing Private Companies in America by Inc Magazine.

Why join us

• Work like balance and flexibility is offered throughout the year even during busy season!
• 50-55-hour weeks during busy season!
• Unlimited PTO!
• Maternity and Paternity leave!
• Above market Benefits-(EMPLOYER PAID) Health/Dental/Vision, 401K!
• 3% Safe harbor 401K contribution!
• Generous Yearly bonus!
• Growth and development potential!

Job Details

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
• CPA
• Expertise in private client management; particularly estate, gift & trust tax
• UHNW & investment partnership experience

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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