Senior HNW Tax & Wealth Advisory Lead

DHJJ; Naperville (IL); On-site; USD 80,000 - 100,000; Full time

Job summary

A leading accounting firm in Naperville is seeking a licensed CPA with over 5 years of experience in managing complex tax strategies for high-net-worth clients. The role requires technical expertise in tax compliance, advising services, and strong analytical skills. Candidates should be proficient in CCH Axcess Tax and Excel, with a commitment to exceptional client service. This position offers opportunities for career advancement while contributing to firm growth, and it entails leading engagements and mentoring junior staff.

Qualifications

• Minimum of 5 years of experience in a tax role focused on high-net-worth individuals.
• Strong written and oral communication skills.
• Ability to manage multiple responsibilities in a fast-paced environment.

Responsibilities

• Lead tax compliance engagements according to professional standards.
• Review complex tax returns and projections.
• Provide tax planning and advisory services for high-net-worth clients.

Skills

CCH Axcess Tax

Microsoft Excel

Complex Form 1099s

Schedule K-1s

Tax accounting principles

Tax legislation interpretation

Management skills

Analytical skills

Client service commitment

Education

CPA

Bachelor's degree in accounting

Job description

A leading accounting firm in Naperville is seeking a licensed CPA with over 5 years of experience in managing complex tax strategies for high-net-worth clients. The role requires technical expertise in tax compliance, advising services, and strong analytical skills. Candidates should be proficient in CCH Axcess Tax and Excel, with a commitment to exceptional client service. This position offers opportunities for career advancement while contributing to firm growth, and it entails leading engagements and mentoring junior staff.