Private Client Services - Tax Manager

Distinct | North America; United States; Hybrid; USD 120,000 - 190,000; Full time

Job summary

Distinct North America is seeking a Tax Manager or Senior Manager for its Private Client Services team in the Chicagoland area. The role offers hybrid or remote options and requires an active CPA with strong private client tax experience.

You’ll oversee complex work across high net worth individuals, families, and closely held businesses, collaborating with Partners and Senior Managers to craft forward-looking wealth and tax strategies.

Qualifications

• CPA certification required.
• Active CPA status with strong public accounting experience in private client tax.

Responsibilities

• Handle private client tax (high net worth individuals, trusts, estates, gifts, pass-through entities).
• Collaborate with Senior Managers and Partners to plan wealth, business and family strategies.

Education

CPA

Job description

Tax Manager or Senior manager| Private Client Services

North suburbs, Illinois | Hybrid or remote considered

CPA required

You might want to become a Partner one day. You might love the technical work and want to keep getting better at it. Or you want more interesting clients and responsibility without managing an increasingly large team.

This firm is open to those conversations.

They’re around 200 people, with flexibility to build a career around what you’re good at and enjoy. If you’re ready for promotion, you don’t have to wait out a set number of years.

You’ll be joining their Private Client Services team.

The clients are high net worth individuals, families and closely held businesses, with work across individual tax, trusts, estates, gifts and pass through entities.

There’s complex work to get stuck into and opportunity to go beyond reviewing returns. Working closely with Senior Managers and Partners, you’ll help clients think ahead about their wealth, businesses and family plans.

There’s also room to do more of the work you enjoy. If a particular client type or technical area interests you, they’re happy to talk about how you can build on that.

You’ll have younger colleagues to support too, with a strong internship programme bringing people into the firm.

This is a firm that prides itself on low turnover and know their hours play a key part in that. Tax Managers have an annual billable target of 1,400 hours.Outside busy season, the expectation is a 40 hour week with a smaller bump around the September and October deadlines.

They're based in the north suburbs of Chicagoland and have local and out of state candidates. This is less about where you live but what you can bring.

You’ll need an active CPA and strong public accounting experience in private client tax.

Sound like somewhere you’re interested in? Click apply.

Don’t worry if you don’t have a resume made up, just reach out on LinkedIn. If you want to explore a genuinely different kind of senior tax role, apply in confidence or message Imogen Talbot Slack at Distinct North America to talk it through. Feel free to text or call 3125849844. If you're not sure about this role, feel free to reach out as I have several others you might be interested in.