HNW Tax Partner — Autonomy, Unlimited PTO & Growth

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

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.