Private Client Tax Manager/ Senior Manager

Mowery & Schoenfeld; Lincolnshire (IL); Hybrid; USD 120,000 - 180,000; Full time

Job summary

Mowery & Schoenfeld, LLC, an accounting and advisory firm headquartered in Lincolnshire, Illinois, seeks a Tax Manager to lead private wealth and high-net-worth tax engagements. The role emphasizes mentorship of staff, client service excellence, and proactive tax solutions.

The ideal candidate has 7+ years in tax within public accounting, CPA licensure, and a track record advising on Individual, Gift, Estate, and Trust tax matters.

Qualifications

• 7+ years of tax experience in public accounting with 1+ year in a senior managerial role preferred.
• CPA-certified and active license
• Expertise in management of Individual, Gift, Estate, and Trust income tax compliance
• Background and experience advising clients with advisory and tax solutions
• Feels empowered to provide solutions and ideas
• Exhibits excellent project and team leadership, and communication skills
• Shares focus on growth and problem-solving

Responsibilities

• Lead engagements by meeting client needs with a sense of urgency.
• Develop recommendations and maintaining client relationships by balancing client needs with deadlines.
• Provide proactive tax advice based on knowledge of tax law for private wealth and high-net-worth groups.
• Demonstrate initiative to creatively solve issues with senior leads.
• Mentor younger staff and collaborate with Senior Managers and Partners.

Skills

Client relationship management

Mentorship

Tax planning

Leadership

Communication

Education

Bachelor’s degree in accounting/finance

CPA certification

Job description

Do you have a passion for tax work with HNW clientele and are looking to continue to evolve your leadership skills and professional development within public accounting?

Mowery & Schoenfeld is seeking an ambitious and curious tax or senior tax manager with particular interest and expertise in private wealth and high-net worth group, mentoring younger staff, seeking ongoing learning, and providing exemplary client service.

Tax Managers operate as leaders and mentors within our Firm by demonstrating the ability to:

• Lead engagements by meeting client needs with a sense of urgency.
• Develop recommendations and maintaining client relationships by balancing the client needs along with other assignments and deadlines.
• Provide proactive advice based on their knowledge of tax law, particularly within the private wealth and high-net worth group
• Demonstrate initiative to creatively solve issues in collaboration with the lead.
• Leverage technology to automate both internal and client processes to improve efficiency.
• Act as a mentor to younger staff and work directly with Senior Managers and Partners.
• Qualified candidates who can work in-office or hybrid schedules are strongly preferred.

Requirements

We are seeking an individual who is curious, self-motivated, and a team player with the following qualifications:

• Bachelor’s degree in accounting, finance or other relevant discipline
• 7+ years of tax experience in public accounting, with 1+ years in a senior managerial role preferred
• CPA-certified and active license
• Expertise in management of Individual, Gift, Estate, and Trust income tax compliance and providing knowledgeable review of complex returns
• Background and experience managing and actively providing advisory and tax solutions to clients
• Feels empowered to provide solutions and ideas
• Exhibits excellent project and team leadership, and communication skills
• Shares our focus on growth and problem-solving

Join a Firm That Expects More — and Gives More

We’re building a firm of people who take pride in doing things the right way.

We’re looking for individuals who are:

Intellectually curious – You think critically, ask better questions, and don’t settle for surface-level answers.

Hardworking – You bring determination and follow-through, especially when it matters most.

Personable – You build trust naturally—with clients and teammates alike.

Driven – You care about growth, accountability, and becoming exceptional at your craft.

Client Service Oriented – You understand that responsiveness, quality, and relationships are what define great firms.

What Makes Us Different

We believe our people want:

Meaningful client relationships – not just compliance work

A team of high performers – not passengers

Clear expectations and accountability – not ambiguity

Opportunities to grow into leaders – not static roles

A voice in shaping the firm’s future – not just executing tasks

We’re intentional about building a culture where performance matters, collaboration is real, and people take ownership.

Who Will Thrive Here

You’ll do well here if you:

Take initiative without waiting to be asked

Care about the details and the bigger picture

Communicate clearly and confidently

Are career driven and motivated

Want to be part of a team that pushes each other to be better

Mowery & Schoenfeld, LLC is an accounting and advisory services firm headquartered in Lincolnshire, Illinois, with satellite offices in the Chicago Loop, Downtown Miami, and the Philippines. Our organization is focused on providing personalized service to each client, building a lasting and trusted relationship. Made up of 20 partners and over 200 total employees, Mowery & Schoenfeld ranks among the top ten firms in Illinois and recently named one of the largest accounting firms in Chicago by Crain’s Chicago Business.

We take culture serious by providing a supportive environment focused on growth. Our Firm has been named a Best Firms to Work For by Accounting Today, a Best Firms for Women by Accounting Today, and a Best Place to Work in Chicago by Crain’s Chicago Business. Mowery & Schoenfeld offers comprehensive tax, assurance, transaction advisory, outsourced accounting, wealth management, international tax, and business advisory services.

Through our M&S Cares program, we prioritize giving back and provide opportunities for our team to support our larger community. We are grateful to be recognized with the Illinois CPA Society's Time and Talent Public Service Volunteerism Award, awarded to only one firm each year.

We are always looking for employees with a focus on growth, community, and superior client service to join our team.

Mowery & Schoenfeld is an equal opportunity employer. We do not discriminate against any employee or job applicant because of race, color, religion, national origin, sex, physical or mental disability, or age.