Tax Manager

NextPlay Jobs; Chicago (IL); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical, vision, and dental insurance

401(k)

Child care support

Paid maternity and paternity leave

Commuter benefits

Tuition assistance

Disability insurance

Student loan assistance

Job summary

NextPlay Jobs is seeking a Tax Manager to join a growing wealth management team in Chicago. The ideal candidate combines strong tax compliance background with strategic planning and proven leadership to review complex individual, fiduciary, gift, and business tax returns.

The role emphasizes proactive communication with clients, mentorship of staff, and driving efficiency through process improvements while staying current on evolving tax regulations.

Qualifications

• CPA, JD, or EA required.
• Strong leadership experience with teams of tax professionals.
• Excellent written and verbal communication skills.
• Ability to review and finalize complex tax returns and projections.

Responsibilities

• Client Relationship Management: interact with clients to address questions, gather information, and provide high-quality service.
• Tax Compliance and Strategy: review, finalize, and sign individual, fiduciary, gift, and business tax returns; prepare tax projections and long-term strategies.
• Team Leadership and Practice Development: mentor team members and identify process improvements.
• Stay current on federal/state tax rules and ensure quality control of client deliverables.

Education

CPA, JD, or EA required

Job description

A growing wealth management firm is seeking a detail-oriented Tax Manager to join our team. We are looking for a professional who combines strong technical expertise in tax compliance and strategic planning with proven leadership skills. The ideal candidate will be adept at reviewing and finalizing complex individual, fiduciary, gift, and business tax returns, while also guiding long-term tax strategies that support client wealth and estate planning.

This role requires a proactive communicator who can build trusted client relationships, mentor and oversee team members, and champion process improvements that enhance efficiency and service delivery. We value individuals who stay current on evolving tax regulations, demonstrate exceptional organization and critical thinking, and are committed to continuous professional development.

Role Responsibilities

Client Relationship Management

• Interact directly with clients to address questions, resolve concerns, and obtain necessary information for tax compliance and strategic planning.


• Provide timely, high-quality client service that consistently meets or exceeds expectations of clients and the broader team.


• Report updates, concerns, and client developments to senior team members.


• Review and finalize tax research projects and develop educational materials for clients and the team.

Tax Compliance and Strategy

• Review, finalize, and sign individual, gift, and fiduciary tax returns and work papers.


• Review and finalize annual tax projections, estimated tax payment calculations, and implementation of recommended tax strategies.


• Review, finalize, and present long-term tax and cash flow projections, including identification of tax-reduction strategies for clients and prospects.


• Review and finalize responses to IRS and state agency audits, inquiries, and notices; communicate directly with IRS and state agencies as needed.


• Stay current on federal and state tax rules and regulations, and ensure adherence to internal processes that maintain quality control of client deliverables.

Team Leadership and Practice Development

• Train, oversee, and mentor members of your team.


• Identify and develop technological and process improvements to enhance efficiency and service delivery.


• Maintain a high level of organization with client data and files, tracking financial and tax-related transactions.


• Assist with administrative responsibilities supporting team operations, and participate in departmental projects and committees as requested.

Required Experience

• CPA, JD, or EA required


• Prior experience managing a team of associates


• Previous experience in the financial services industry a plus


• Strong track record of achievement and meeting/exceeding ambitious targets


• Excellent verbal and written communication skills


• A motivated, self-starter looking for a place to grow your career

Featured Benefits

• Medical, vision, and dental insurance


• 401(k)


• child care support


• paid maternity and paternity leave


• commuter benefits


• tuition assistance


• disability insurance


• student loan assistance