Private Wealth Tax Manager — HNW Advisor & Mentor

IFG US; Lincolnshire (IL); Hybrid; USD 110,000 - 180,000; Full time

Job summary

IFG US in the Greater Chicago area is seeking an ambitious Tax Manager specializing in private wealth and high-net-worth clients. You will mentor staff, deliver proactive tax planning, and contribute to client service excellence.

The role requires CPA licensure, 5+ years of tax experience in public accounting, and a knack for managing multiple engagements, with a salary range of $110K-$180K plus bonus.

Qualifications

• 5+ years of tax experience in public accounting.
• Active CPA license.
• Bachelor’s degree in Accounting, Finance, or related field.
• Experience in Individual, Gift, Estate, and Trust tax compliance.
• Leadership, communication, and project management skills.
• Ability to work in-office or hybrid schedule.

Responsibilities

• Lead tax engagements with a proactive, client-focused mindset.
• Develop and maintain strong client relationships while managing multiple priorities and deadlines.
• Provide strategic and proactive tax advice, particularly within private wealth and high-net-worth areas.
• Collaborate with leadership to creatively solve issues and implement process improvements.
• Utilize technology to enhance efficiency and automate internal and client workflows.
• Mentor and develop junior team members, working closely with senior leaders.

Skills

Leadership

Communication

Project management

Mentoring

Client relationships

Tax advisory

Education

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

Job description

IFG US in the Greater Chicago area is seeking an ambitious Tax Manager specializing in private wealth and high-net-worth clients. You will mentor staff, deliver proactive tax planning, and contribute to client service excellence.

The role requires CPA licensure, 5+ years of tax experience in public accounting, and a knack for managing multiple engagements, with a salary range of $110K-$180K plus bonus.