Senior Tax Manager – High Net Worth & Trusts

Jobtailor; Illinois; On-site; USD 120,000 - 180,000; Full time

Job summary

Jobtailor in Illinois is seeking a senior tax professional to review high net worth individual income tax returns and provide strategic tax planning for affluent clients. You will lead engagements, manage time and budgets, and communicate key developments to engagement principals with clear conclusions and recommendations.

The role offers autonomy in a fast-paced, entrepreneurial professional services environment, with collaboration across tax and wealth advisory teams.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• Minimum 6 years of public accounting or professional services experience.
• CPA license required; a JD degree or Enrolled Agent (EA) certification may be accepted in lieu of a CPA license.

Responsibilities

• Review high net worth individual income tax returns.
• Collaborate with CLA’s Wealth Advisory practice
• Lead engagement progress by monitoring time, budgets, and deadlines
• Communicate important developments to the engagement principal, including facts, conclusions, and recommendations

Skills

High Net Worth Client Experience

Tax Planning and Compliance

Public Accounting Experience

CPA License

Engagement Management

Effective Communication

Collaboration

Entrepreneurial Mindset

Autonomy

Education

Bachelor's degree in Accounting/Finance

Job description

Jobtailor in Illinois is seeking a senior tax professional to review high net worth individual income tax returns and provide strategic tax planning for affluent clients. You will lead engagements, manage time and budgets, and communicate key developments to engagement principals with clear conclusions and recommendations.

The role offers autonomy in a fast-paced, entrepreneurial professional services environment, with collaboration across tax and wealth advisory teams.