Private Client Tax Manager / Senior Manager

VSV WINS INC; Chicago (IL); Hybrid; USD 130,000 - 190,000; Full time

Job summary

VSV WINS INC seeks an experienced Private Client Tax Manager / Senior Manager in Chicago to lead complex tax engagements for high-net-worth individuals and private wealth clients.

The role requires CPA licensure, strong estate, gift, and trust taxation expertise, and proven leadership with client relationships. You will mentor staff and collaborate with Senior Managers and Partners on sophisticated matters.

Qualifications

• 7+ years of public accounting tax experience.
• Active CPA license required.
• Experience with high-net-worth/private clients and estate, gift, and trust taxation.
• Strong client relationship-management and leadership skills.

Responsibilities

• Lead tax engagements for high-net-worth and private wealth clients.
• Manage client deadlines, deliverables, budgets, and engagement execution.
• Review complex individual income tax returns and fiduciary returns.
• Provide comprehensive tax planning and advisory services.
• Mentor and develop junior tax professionals; collaborate with Partners on complex matters.

Skills

CPA license

Leadership

Client relationships

Tax planning

Estate, gift, and trust taxation

Communication

Project management

Education

Bachelor's degree in Accounting, Finance, or related field

Job description

Private Client Tax Manager / Senior Manager

Location: Chicago, IL / Lincolnshire, IL
Work Arrangement: Hybrid / On-site
Salary: $130,000 $190,000/year

About the Organization

Our client is a well-established public accounting and advisory firm providing a broad range of tax, accounting, audit, and consulting services to businesses, individuals, and privately held organizations. The firm has a strong focus on building long-term client relationships and delivering personalized financial and tax solutions.

The organization serves a diverse portfolio of clients, including high-net-worth individuals, families, business owners, and private companies. Its professionals work closely with clients to provide strategic tax planning, compliance, and advisory services while maintaining a high standard of technical expertise and client service.

This is an excellent opportunity for an experienced tax professional to take on a leadership role supporting sophisticated private clients and complex wealth-related tax matters.

Position Overview

We are seeking an experienced Private Client Tax Manager / Senior Manager to lead complex tax engagements for high-net-worth individuals, families, and private wealth clients.

The position will be responsible for tax planning, compliance, and advisory services while managing client relationships, reviewing complex tax returns, resolving technical tax issues, and mentoring junior tax professionals.

The ideal candidate will have extensive public accounting experience, an active CPA license, strong individual taxation expertise, and significant experience with high-net-worth clients and estate, gift, and trust taxation.

Key Responsibilities

• Lead tax engagements for high-net-worth and private wealth clients.
• Manage client deadlines, deliverables, budgets, and overall engagement execution.
• Review complex individual income tax returns.
• Review estate, gift, and trust tax returns.
• Provide comprehensive tax planning and advisory services.
• Develop proactive tax recommendations based on current tax laws and regulations.
• Research, identify, and resolve complex tax issues.
• Maintain and strengthen long-term client relationships.
• Serve as a trusted tax advisor to high-net-worth individuals, families, and business owners.
• Identify opportunities to improve internal and client processes through technology.
• Mentor, coach, and develop junior and senior tax professionals.Work closely with Senior Managers and Partners on complex client matters.
• Provide high-quality client service and technical tax guidance.
• Stay current on changes in federal, state, and local tax regulations affecting private clients.

Required Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• 7+ years of public accounting tax experience.
• Active CPA license is required.
• Strong individual taxation experience.
• Strong experience with estate, gift, and tax taxation.
• Experience reviewing complex individual and fiduciary tax returns.
• Strong tax planning and advisory experience.
• Demonstrated experience working with high-net-worth/private clients.
• Strong client relationship-management skills.
• Leadership, coaching, and mentoring experience.
• Excellent written and verbal communication skills.
• Strong project-management and organizational abilities.
• Ability to manage multiple complex engagements and deadlines.

Preferred Qualifications

• Previous Senior Manager-level experience.
• Extensive experience serving high-net-worth individuals and private wealth clients.
• Experience handling sophisticated estate, gift, and trust tax matters.
• Experience advising business owners and closely held businesses.
• Strong technical research and tax-planning capabilities.

Candidates who do not have an active CPA license, public accounting tax experience, or meaningful HNW/private client and estate/gift/trust experience should not be submitted.