Tax Director - Private Client Services

Andersen; Chicago (IL); On-site; USD 166,000 - 280,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) enrollment upon hire

200 hours of paid time off annually

Twelve paid holidays each year

Comprehensive benefits package

Job summary

Andersen is seeking a Tax Director in Chicago, Illinois to oversee complex income tax returns and manage client relationships. In this role, you will lead a team, communicate actively with clients, and engage in business development activities while providing expert tax planning and consulting.

The ideal candidate will have at least 8 years of experience, relevant degrees, strong technical knowledge, and excellent leadership skills. Compensation range is $166,000 to $280,000 based on qualifications.

Qualifications

• At least 8 years of relevant experience with an accounting firm.
• Demonstrated project management experience with strong organizational skills.
• Proficient use of technology.

Responsibilities

• Oversee complex income tax returns and manage client relationships.
• Manage and mentor team members including Associates and Managers.
• Engage in business development and prepare proposals.

Skills

Leadership skills

Communication skills

Project management

Analytical skills

Technical knowledge of tax issues

Education

Bachelor’s and/or Master’s degree in Accounting, Finance, Economics or related

Advanced IRS representation credential (CPA, JD, EA)

Job description

Job Overview

Tax Director in our Private Client Services practice to oversee complex income tax returns and manage client relationships and team members.

Responsibilities

• Conduct secondary review of and have ultimate responsibility for complex income tax returns, including federal and multi‑state filings.
• Maintain active communication with clients to manage expectations, ensure excellent client service, meet deadlines, and lead change efforts.
• Responsible for managing, developing, training, and mentoring Associates, Senior Associates, and Managers, and assessing performance for engagement reviews.
• Participate in and help lead local office and firm‑wide initiatives.
• Plan, execute, direct, and complete tax projects; provide innovative tax planning, consulting, and compliance expertise to clients; design and implement tax‑planning strategies and manage budget.
• Receive formal PCS and on‑the‑job training in daily interactions with top tax leaders to learn about legislative changes, wealth transfer techniques, charitable giving strategies, buy/sell agreement planning, and more.
• Engage in business development activities (prepare proposals, present webinars, collaborate with other service lines to present comprehensive tax strategy).

Qualifications

• At least 8 years relevant experience with an accounting firm, including at least 6 years of Private Client experience.
• Bachelor’s and/or Master’s degree – Accounting, Finance, Economics or related degree (Preferred).
• Advanced credential allowing for client representation before the IRS (CPA, JD, or EA).
• Demonstrated project management experience with strong organization skills and multi‑tasking abilities.
• Strong technical knowledge of complex Private Client related tax issues.
• Proven leadership and strong interpersonal skills.
• Excellent communication skills, both written and verbal.
• Proven high integrity and a commitment to do the right thing.
• Excellent problem‑solving and analytical skills.
• Proficient use of technology.

Compensation & Benefits

Base salary range for Illinois: $166,000 to $280,000, dependent on qualifications and experience.

Benefits include medical, dental, vision, basic life insurance coverage, enrollment in the 401(k) plan upon hire, 200 hours of paid time off annually, twelve paid holidays each year, and a comprehensive benefits package.

Equal Opportunity Statement

Applicants must be currently authorized to work in the United States on a full‑time basis upon hire. Andersen will not consider candidates for this position who require sponsorship for employment visa status now or in the future.

Andersen Tax is an equal opportunity employer committed to fostering an inclusive workplace. We evaluate all applicants and employees without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity or expression, age, disability, genetic information, marital status, military or veteran status, or any other characteristic protected under applicable law. All qualified applicants, including those with criminal histories, will be considered. We provide reasonable accommodations to qualified individuals with disabilities and to those with sincerely held religious beliefs, practices, or observances as required by law.