HNW/Private Client Tax Manager (Hybrid)

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

Benefits offered by this job

Unlimited PTO

Employer paid benefits

Growth and advancement

Maternity/Paternity leave

401K with employer match

Job summary

Jobot is a full-service accounting and consulting firm in Illinois seeking a Senior Tax Manager to lead complex private client work and drive tax strategy for high-net-worth individuals.

The role focuses on estate, gift and trust tax for UHNW clients, with opportunities to collaborate with partners and grow within a respected, award-winning firm that offers generous compensation and benefits.

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

5+ years tax experience

Estate gift & trust tax

UHNW & investment partnership

CPA

Education

Bachelor’s degree in Accounting/Finance

Job description

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.