Private Client Tax Manager / Senior Manager ( Full-Time ) Chicago, IL - DK

Central Business Solutions, Inc; Chicago (IL); On-site; USD 130,000 - 200,000; Full time

Job summary

Central Business Solutions, Inc. in Chicago, IL seeks a Private Client Tax Manager / Senior Manager to lead engagements for high-net-worth clients and oversee complex tax returns.

The role requires a CPA, 7+ years of public accounting tax experience, and a track record in private wealth advisory. You will mentor staff, deliver strong client service, and drive tax planning strategies.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• CPA license required.
• 7+ years of public accounting tax experience.
• Strong expertise in individual taxation, gift taxation, estate taxation, trust taxation, private wealth advisory services.

Responsibilities

• Lead and manage tax engagements for high-net-worth individuals and private wealth clients.
• Review and oversee preparation of individual, gift, estate, and trust tax returns.
• Ensure compliance with federal, state, and local tax regulations.
• Provide technical review and guidance on complex tax matters.
• Develop proactive tax planning strategies for individuals, families, trusts, and estates.
• Provide advisory support related to wealth preservation and tax optimization.
• Research complex tax issues and communicate recommendations to clients.

Skills

Tax planning

Client advisory

Leadership

Education

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

Job description

Private Client Tax Manager / Senior Manager ( Full-Time ) Chicago, IL - DK

• Chicago, IL

Key Responsibilities:

Tax Engagement Management

Lead and manage tax engagements for high-net-worth individuals and private wealth clients.

Review and oversee preparation of:

Individual tax returns

Gift tax returns

Trust tax returns

Ensure compliance with federal, state, and local tax regulations.

Provide technical review and guidance on complex tax matters.

Develop proactive tax planning strategies for individuals, families, trusts, and estates.

Provide advisory support related to wealth preservation and tax optimization.

Research complex tax issues and communicate recommendations to clients.

Client Relationship Management:

Build and maintain trusted relationships with high-net-worth clients.

Serve as a primary advisor and point of contact for assigned engagements.

Collaborate with senior leadership on complex client matters.

Leadership & Team Development:

Mentor and develop junior tax professionals.

Review workpapers and provide technical guidance.

Support team collaboration and continuous improvement initiatives.

Required Qualifications:

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

ActiveCPA license required.

7+ years of public accounting tax experience.

Strong expertise in:

Individual taxation

Gift taxation

Trust taxation

Private wealth advisory services

Strong leadership, communication, and client advisory skills.

Ideal Candidate Profile:

Experienced tax professional specializing in HNW and private client services.

Strong background in public accounting environments.

Skilled at managing complex tax engagements and client relationships.

Passionate about mentoring teams and delivering high-quality advisory services.

Compensation:

Salary Range:$130,000 – $200,000 annually

Full-time opportunity

Career growth within a professional tax advisory environment

Key Responsibilities:

Tax Engagement Management

• Lead and manage tax engagements for high-net-worth individuals and private wealth clients.

• Review and oversee preparation of:

  • Individual tax returns

  • Gift tax returns

  • Estate tax returns

  • Trust tax returns

• Ensure compliance with federal, state, and local tax regulations.

• Provide technical review and guidance on complex tax matters.

Tax Planning & Advisory:

• Develop proactive tax planning strategies for individuals, families, trusts, and estates.

• Provide advisory support related to wealth preservation and tax optimization.

• Research complex tax issues and communicate recommendations to clients.

Client Relationship Management:

• Build and maintain trusted relationships with high-net-worth clients.

• Serve as a primary advisor and point of contact for assigned engagements.

• Collaborate with senior leadership on complex client matters.

Leadership & Team Development:

• Mentor and develop junior tax professionals.

• Review workpapers and provide technical guidance.

• Support team collaboration and continuous improvement initiatives.

Required Qualifications:

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

• ActiveCPA license required.

• 7+ years of public accounting tax experience.

• Strong expertise in:

  • Individual taxation

  • Gift taxation

  • Estate taxation

  • Trust taxation

  • Private wealth advisory services

• Strong leadership, communication, and client advisory skills.

Ideal Candidate Profile:

• Experienced tax professional specializing in HNW and private client services.

• Strong background in public accounting environments.

• Skilled at managing complex tax engagements and client relationships.

• Passionate about mentoring teams and delivering high-quality advisory services.

Compensation:

• Salary Range:$130,000 – $200,000 annually

• Full-time opportunity

• Career growth within a professional tax advisory environment

Security Clearance Required:No
Visa Candidate Considered:No