Private Client Tax Manager / Senior Manager

I8IS - Infiniti Software Solutions; Chicago (IL); Hybrid; USD 130,000 - 190,000; Full time

Job summary

I8IS - Infiniti Software Solutions in Chicago, IL, seeks an experienced Private Client Tax Manager / Senior Manager to lead complex tax engagements for high-net-worth clients and families across Chicago and Lincolnshire. The role combines planning, compliance, and advisory services with strong client relationships and staff mentorship.

The ideal candidate will hold an active CPA license, bring extensive public accounting tax experience, and excel in estate, gift, and trust taxation while guiding

Qualifications

• CPA license is required; 7+ years of public accounting tax experience.
• Leadership, coaching, and mentoring experience.
• Strong client relationship-management and communication 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.
• Review estate, gift, and fiduciary tax returns.
• Provide comprehensive tax planning and advisory services.
• Develop proactive tax recommendations based on current tax laws.
• Mentor and coach junior and senior tax professionals.
• Work with Senior Managers and Partners on complex client matters.
• Stay current on federal, state, and local tax regulations affecting private clients.

Skills

CPA license

Public accounting tax experience

Leadership and mentoring

Client relationship management

Strong communication skills

Education

Bachelor's degree in Accounting or Finance

Job description

Location: Chicago, IL / Lincolnshire, IL

Work Arrangement: Hybrid / On-site

Private Client Tax Manager / Senior Manager

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 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 trust 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.