Senior Tax Manager - High Net Worth

Deloitte France; Chicago (IL); On-site; USD 105,000 - 215,000; Full time

Job summary

Deloitte Tax LLP in Chicago seeks a Tax Manager for the Individual Tax Services - High Net Worth group. You will serve as the primary advisor for high-net-worth individuals and their advisors, leading tax compliance and advisory engagements, and coaching tax professionals.

The role requires strong communication, client-relations skills, and the ability to translate complex tax matters into practical recommendations.

Qualifications

• Bachelor's Degree in Accounting, Finance, Business Administration or other relevant degree
• 5+ years of experience in individual tax compliance and planning, with exposure to high-net-worth individuals and gifts
• Strong technical knowledge of high-net-worth taxation, including experience reviewing complex individual and gift tax returns
• Ability to travel up to 5%, on average, based on the work you do and the clients and industries/sectors you serve
• Licensed CPA in state of practice/primary office if eligible to sit for the CPA or Licensed Attorney/Enrolled Agent if not CPA eligible

Responsibilities

• Serve as a trusted advisor and primary point of contact for high-net-worth individuals and their advisors
• Lead tax compliance and advisory engagements involving complex individual income tax matters
• Review individual tax returns and related deliverables, identify issues, and coordinate with specialists when needed
• Build strong client relationships through clear, thoughtful communication and responsive service
• Translate complex tax matters into practical recommendations for clients and their advisors
• Lead and develop tax professionals by providing coaching, reviewing work, and coordinating assignments across multiple deadlines
• Manage engagement timelines, priorities, resources, and budgets to support high-quality client outcomes
• Collaborate with engagement leaders and other tax professionals to resolve issues, manage risks, and deliver a consistent client experience

Skills

Client service

Communication

Team management

Delivery leadership

Education

Bachelor's degree in Accounting, Finance, Business Admin or related

Master's degree (preferred)

Tools

Excel

PowerPoint

CCH tax technology

Job description

Deloitte Tax LLP in Chicago seeks a Tax Manager for the Individual Tax Services - High Net Worth group. You will serve as the primary advisor for high-net-worth individuals and their advisors, leading tax compliance and advisory engagements, and coaching tax professionals.

The role requires strong communication, client-relations skills, and the ability to translate complex tax matters into practical recommendations.