Senior Private Wealth Tax Manager (Hybrid)

Mowery & Schoenfeld; Lincolnshire (IL); Hybrid; USD 140,000 - 205,000; Full time

Job summary

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. We seek an ambitious tax/ senior tax manager with private wealth and high-net-worth expertise to lead engagements, mentor staff, and deliver exemplary client service.

Join a firm that values intellectual curiosity, hard work, personable teamwork, and growth.

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.

Responsibilities

• 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 knowledge of tax law, particularly within 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.

Skills

Leadership

Mentoring

Client service

Communication

Problem solving

Team leadership

Initiative

Education

Bachelor’s degree in accounting/finance

CPA license

Job description

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. We seek an ambitious tax/ senior tax manager with private wealth and high-net-worth expertise to lead engagements, mentor staff, and deliver exemplary client service.

Join a firm that values intellectual curiosity, hard work, personable teamwork, and growth.