HNW Tax Manager/Senior Manager

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

Benefits offered by this job

Medical benefits

Dental and vision

401(k) with match

PTO and firm holidays

CPA license reimbursement

Education support

Partner-track opportunities

Direct partner access

Job summary

Jobot is seeking an experienced HNW Tax Manager/Senior Manager to join our public accounting practice in the United States. You will oversee complex tax engagements, manage client relationships, and mentor a team of staff and seniors in a fast-paced environment.

The ideal candidate holds a CPA in good standing, 5–7 years of progressive tax experience, and strong knowledge across individual, corporate, partnership, and fiduciary taxation.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field is required; Master's in Taxation is a plus.
• CPA license active and in good standing.
• Minimum 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.

Responsibilities

• Manage and review complex individual, corporate, partnership, trust, and estate tax returns.
• Develop and implement tax planning strategies for a diverse client portfolio.
• Serve as primary contact for assigned clients, building strong relationships.
• Research and resolve complex tax issues; stay current on federal, state, local tax changes.
• Supervise, train, and mentor staff; provide performance feedback.
• Manage engagement budgets, timelines, and staffing for efficient workflow.
• Identify opportunities for additional client services and business development.
• Liaise with tax authorities on notices, audits, and inquiries as needed

Skills

Communication

Leadership

Organizational skills

Client relationships

Tax research

Tax software

Education

Bachelor's degree in Accounting/Finance

Master's in Taxation

Tools

CCH Axcess

ProSystem fx

Job description

Job details

This Jobot Job is hosted by: Lauren Mills

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.

We are seeking an experienced HNW Tax Manager/Senior Manager to join our growing tax practice. This individual will oversee tax compliance and planning engagements, manage client relationships, and mentor a team of staff and senior associates. The ideal candidate is a proactive, detail-oriented professional who thrives in a fast-paced, client-focused environment.

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

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

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

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

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.