Senior Tax Manager: High Net Worth & Client Lead

Wipfli; Chicago (IL); On-site; USD 113,000 - 153,000; Full time

Benefits offered by this job

Health plan options

Dental coverage

Vision coverage

401(k) with profit share

Flexible time off

Job summary

Wipfli is seeking a Tax Manager in Chicago to lead and manage tax engagements, ensuring timely and accurate deliverables for high-net-worth clients. You will supervise staff, mentor associates, and coordinate with partners to sustain client relationships.

The role emphasizes proactive client communication, adherence to professional standards, and deep technical tax knowledge across individual, trust, and estate taxes. Competitive compensation and benefits accompany the position.

Qualifications

• Bachelor's Degree in Accounting or equivalent combination of education and experience
• CPA certification required in the respective state in which they are practicing
• 5+ years of job related experience
• High Net Worth Individual tax experience required
• Prior accounting and/or tax experience
• Subject matter leader in similar accounting and/or tax services
• Management and/or mentoring experience with other staff members
• Experience making recommendations to management
• Prior public accounting experience desired

Responsibilities

• Lead and manage tax compliance engagements in accordance with firm and professional standards, within budget and deadline expectations
• Plan and schedule tax engagements with clients and firm resources
• Serve as the main tax point of contact within our firm for clients and their advisors
• Tax Manager is responsible for clients receiving proactive communication and timely service
• Perform detailed reviews of tax work papers and provision calculations completed by other associates
• Review Individual, Trust, Gift and Estate tax returns, tax research, tax communications, and other requested deliverables
• Communicate proactively with clients and engagement partners regarding project status, client service opportunities, and other significant matters in a timely manner
• Provide training, direction, and supervision to staff and senior accountants
• Participate in and provide leadership for firm initiatives and projects
• Maintain technical expertise in various tax areas related to industry specialization

Skills

Public accounting experience

Team leadership

Client communication

Tax planning

Tax compliance

5+ years experience

High Net Worth tax experience

Leadership/mentoring

Recommendations to management

Education

Bachelor's Degree in Accounting

CPA certification

Job description

Wipfli is seeking a Tax Manager in Chicago to lead and manage tax engagements, ensuring timely and accurate deliverables for high-net-worth clients. You will supervise staff, mentor associates, and coordinate with partners to sustain client relationships.

The role emphasizes proactive client communication, adherence to professional standards, and deep technical tax knowledge across individual, trust, and estate taxes. Competitive compensation and benefits accompany the position.