HNW Tax Manager/Senior Manager

Jobot; Mettawa (IL); Hybrid; USD 120,000 - 220,000; Full time

Benefits offered by this job

Medical, dental, Vision insurance

401(k) with match

Generous PTO and firm holidays

CPA license reimbursement

Continuing education support

Path to Senior Manager/Partner track

Flexible/hybrid work arrangements

Job summary

Jobot, a well-established accounting firm, seeks a Senior Tax Manager in the United States to lead complex tax returns and strategic planning for a diverse client base.

You will mentor staff, manage budgets, and collaborate with partners, while enjoying a flexible/hybrid work model and clear path toward Senior Manager and Partner track.

Qualifications

• Bachelor's degree in Accounting or Finance; Master's in Taxation preferred.
• CPA license active and in good standing.
• 5–7 years of progressive tax experience in public accounting.
• Strong knowledge of individual, corporate, partnership, and fiduciary taxation.
• Experience managing client relationships and supervising staff.
• Proficiency with tax software (CCH Axcess, ProSystem fx, or similar).

Responsibilities

• Manage and review complex tax returns for individuals, corporations, partnerships, trusts, and estates.
• Develop and implement tax planning strategies for a diverse client portfolio.
• Serve as primary contact for assigned clients and maintain strong relationships.
• Research and resolve complex tax issues, stay current on tax law changes.
• Supervise, train, and mentor tax staff; provide performance feedback.
• Manage engagement budgets, timelines, and staffing for efficient workflow.
• Identify opportunities for additional services and support business development.
• Liaise with tax authorities on notices, audits, inquiries as needed.
• Collaborate with partners and department leaders on firm initiatives.

Skills

Tax planning

Client relationship management

Leadership

Communication

Multi-engagement management

Education

CPA license

Bachelor's degree in Accounting/Finance

Master's in Taxation (preferred)

Tools

CCH Axcess

ProSystem fx

Tax research software

Job description

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Job details:

This Jobot Job is hosted by: Lauren Mills

Are you a fit?

Salary: $120,000 - $220,000 per year

A bit about us:

We are a well-established public accounting firm known for delivering high-quality tax, audit, and advisory services to a diverse client base of closely held businesses, high-net-worth individuals, and family offices. We pride ourselves on a collaborative culture, technical excellence, and long-term client relationships.

Why join us:

• Competitive salary commensurate with experience
• Comprehensive benefits package (medical, dental, vision, 401(k) with match)
• Generous paid time off and firm holidays
• Continuing education support and CPA license reimbursement
• Clear path to Senior Manager and Partner-track opportunities
• Collaborative, team-oriented culture with direct partner access
• Flexible/hybrid work arrangements

Job Details

Key Responsibilities

• Manage and review complex individual, corporate, partnership, trust, and estate tax returns
• Develop and implement tax planning strategies for a diverse portfolio of clients
• Serve as the primary point of contact for assigned clients, building and maintaining strong relationships
• Research and resolve complex tax issues, staying current on federal, state, and local tax law changes
• Supervise, train, and mentor tax staff and senior associates; provide performance feedback
• Manage engagement budgets, timelines, and staffing to ensure efficient workflow
• Identify opportunities for additional client services and support business development efforts
• Liaise with tax authorities on notices, audits, and inquiries as needed
• Collaborate with partners and other department leaders on firm initiatives

Qualifications

• Bachelor's degree in Accounting, Finance, or related field required; Master's in Taxation a plus
• CPA license required (active and in good standing)
• Minimum 5–7 years of progressive tax experience in public accounting
• Strong technical knowledge of individual, corporate, partnership, and fiduciary taxation
• Prior experience managing client relationships and supervising staff
• Proficiency with tax preparation and research software (e.g., CCH Axcess, ProSystem fx, or similar)
• Excellent communication, organizational, and leadership skills
• Ability to manage multiple engagements and deadlines simultaneously

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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