Senior Tax Manager for High-Net-Worth & Family Office

Visiativ

Houston (TX)

Sur place

USD 120 000 - 180 000

Plein temps

14 jours+

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Résumé du poste

ABGi USA is seeking a Tax Manager for a client in the Chicago area. The candidate will review complex federal and state returns and provide strategic tax planning for sophisticated clients in a mid-sized public accounting and advisory firm.

Ideal candidates have 7+ years of experience, CPA or EA preferred, and demonstrated ability to manage relationships with high-net-worth individuals and family offices. International tax exposure and knowledge of real estate entities are a plus.

Qualifications

  • 7+ years of progressive tax/public accounting experience.
  • CPA or EA preferred.
  • Hands-on experience reviewing complex tax returns — individuals, trusts, partnerships, and closely held businesses.
  • Strong experience working with high-net-worth individuals and complex client structures.
  • Family Office experience is highly preferred.
  • Exposure to international tax matters is a plus.
  • Experience with real estate entities and investment partnerships is beneficial.
  • Ability to confidently manage client relationships and participate in client meetings.
  • Previous experience mentoring or overseeing junior tax professionals.

Responsabilités

  • Review complex federal and state tax returns.
  • Provide strategic tax planning and consulting to clients.
  • Manage relationships with high-net-worth individuals, families, and business owners.
  • Research and advise on complex tax matters.
  • Mentor and develop junior tax professionals.
  • Collaborate with other teams to provide comprehensive client solutions.
  • Identify additional tax planning and advisory opportunities.

Connaissances

7+ years tax/public accounting
CPA or EA
Review complex returns
High-net-worth clients
Family Office experience
International tax exposure
Real estate entities & partnerships
Client relationship management
Mentoring junior staff

Description du poste

ABGi USA is seeking a Tax Manager for a client in the Chicago area. The candidate will review complex federal and state returns and provide strategic tax planning for sophisticated clients in a mid-sized public accounting and advisory firm.

Ideal candidates have 7+ years of experience, CPA or EA preferred, and demonstrated ability to manage relationships with high-net-worth individuals and family offices. International tax exposure and knowledge of real estate entities are a plus.

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