Senior Manager High Net Worth Tax

Strategic Employment; Chicago (IL); On-site; USD 150,000 - 250,000; Full time

Job summary

Strategic Employment helps a large accounting firm recruit for a Senior Tax Manager/Principal focusing on high-net-worth individuals. You will guide strategy and compliance for complex federal and multi-state filings, including trusts and estates.

The position is remote with full-time direct hire and a salary range of $150k–$250k+ depending on level. CPA is required; 8–10+ years in public accounting; leadership experience needed to build and guide a tax team and client advisory services.

Qualifications

• 8–10+ years’ experience in public accounting.
• Deep expertise in high-net-worth and complex taxation.
• CPA certification is required.
• Bachelor’s in accounting; Master’s in Taxation a plus.

Responsibilities

• Oversee federal and multi-state returns for individuals, partnerships, S-corporations, trusts, estates.
• Provide tax planning to meet client goals and reduce liabilities.
• Review complex returns (1040, 1041, 1065, 709, 706).
• Represent clients in federal and state audits.
• Lead and grow a team of tax professionals.
• Ensure tax strategies are compliant and optimized.

Skills

Tax planning

Tax compliance

Team leadership

Client service

Audit representation

Education

Bachelor's degree in Accounting

Master's in Taxation (plus)

Job description

Our client, a large and respected accounting firm, is looking for a Senior Tax Manager/Principal for HNWI in their Tax services area.

In this role, you’ll oversee strategy and compliance for complex federal and multi‑state tax returns for high-net-worth individuals, partnerships, S‑corporations, trusts, estates, and gift tax filings.

Location: REMOTE
Full time, direct hire
Salary: $150-250k+ depending on manager/principal level

Responsibilities:

• Provide exceptional customer service to high-net-worth individuals, multi-generational families, trusts, estates, etc.
• Consult and offer comprehensive tax planning to meet client goals; ensuring clients are making well informed financial decisions.
• Oversee and review complex federal and multi-state tax returns for individuals, partnerships, S‑corporations, trusts, estates, and gift tax filings (Forms 1040, 1041, 1065, 709, 706)
• Ensure tax strategies are compliant while reducing liabilities and optimizing financial outcomes
• Represent clients in federal and state tax audits
• Grow and lead a successful team of tax professionals and staff accountants

Requirements:

• 8-10+ years’ experience in public accounting
• Demonstrated expertise with high net worth and relaxed entity taxation
• Experience managing teams and workflows
• CPA
• Bachelor's in accounting; Master’s in Taxation a plus