HNW Tax Partner

Jobot; Chicago (IL); On-site; USD 250,000 - 350,000; Full time

Benefits offered by this job

Unlimited PTO

Employer-paid health/dental/vision

401(k) with 3% safe harbor contribution

Generous yearly bonus

Job summary

A leading accounting firm in Chicago, IL is seeking a partner to lead the High Net Worth Individual Tax practice. The role requires a CPA with over 10 years of experience in tax planning for high net worth individuals and a proven track record in sales. Responsibilities include providing tailored tax solutions, managing a team, and developing client relationships. The position offers flexibility, competitive compensation, and opportunities for professional growth.

Qualifications

• Minimum of 10+ years of experience in tax planning and compliance.
• Proven track record in sales and business development.
• Comprehensive understanding of individual, trust, gift, and estate tax.

Responsibilities

• Provide comprehensive tax planning and compliance services for high net worth individuals.
• Lead and manage a team of tax professionals.
• Develop and maintain strong relationships with clients.

Skills

Tax planning for high net worth individuals

Leadership and team management

Sales and business development

Interpersonal skills

Problem-solving

Education

Certified Public Accountant (CPA)

Job description

Job Details

Salary $250,000 - $350,000 per year.

About Us

Full service accounting and consulting firm founded in the 1990s. Services are divided into tax, assurance, outsourced services, transaction advisory, wealth management, and business advisory. Recognized as one of the Best Places to Work for 10 consecutive years, a Top 300 firm, and one of the fastest growing private companies in America.

Why Join Us

Partner will have flexibility and autonomy to build out the HNW – Individual Tax – Trust, Gift and Estate practice while earning work‑like balance. Flexibility throughout the year, 50‑55‑hour weeks during busy season, unlimited PTO, maternity and paternity leave, employer‑paid health/dental/vision, 401(k) with 3% safe harbor contribution, and generous yearly bonus.

Top 3 Things the Client is Looking for

• Coming from a firm that helped grow, with experience at a mid‑size firm where fluidity is high.
• Adaptable and able to work well with ultra‑high net worth clients, serving as partner and advisor while building relationships.
• Enjoys mentoring and helping to develop younger staff, approachable for guidance.

Responsibilities

• Provide comprehensive tax planning and compliance services for high net worth individuals, trusts, estates, and gift taxes.
• Lead and manage a team of tax professionals, fostering a supportive and collaborative environment.
• Develop and maintain strong relationships with clients to understand their unique needs and provide tailored tax solutions.
• Collaborate with other departments to ensure a coordinated and comprehensive approach to client service.
• Oversee the preparation and review of complex individual, trust, gift, and estate tax returns.
• Leverage sales and business development skills to expand the client base and enhance the firm’s reputation.
• Stay abreast of current tax laws and regulations to provide accurate advice.
• Actively participate in professional organizations and networking events to promote services.

Qualifications

• Certified Public Accountant (CPA) designation is required.
• Minimum of 10+ years of experience in tax planning and compliance for high net worth individuals.
• Proven track record in sales and business development.
• Comprehensive understanding of individual, trust, gift, and estate tax.
• Exceptional leadership and team management skills.
• Strong interpersonal skills and ability to build client relationships.
• Excellent problem‑solving skills with innovative tax solutions.
• Commitment to the highest standards of professionalism and ethics.

EEO Statement

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, 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.