Tax Manager

InstantServe LLC; Chicago (IL); Hybrid; USD 140,000 - 210,000; Full time

Job summary

InstantServe LLC in Chicago is seeking an experienced Private Client Tax Manager / Senior Manager to lead tax engagements and provide planning, compliance, and advisory services to high-net-worth individuals and private wealth clients.

The ideal candidate will have strong public accounting experience, expertise in individual, gift, estate, and trust taxation, and the ability to manage complex returns, build client relationships, and mentor junior team members.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• 7+ years of tax experience in a public accounting firm.
• Active CPA license (required).
• At least 1 year of experience in a Senior Managerial role is preferred.

Responsibilities

• Lead and manage tax engagements while ensuring timely and high-quality client service.
• Oversee the preparation and review of complex individual, gift, estate, and trust tax returns.
• Provide tax planning, consulting, and advisory solutions to high-net-worth individuals and private wealth clients.
• Develop and maintain strong client relationships while addressing their tax and financial needs.
• Provide proactive tax advice based on current tax laws and regulations.
• Identify tax-saving opportunities and recommend effective tax strategies.
• Mentor, train, and develop junior tax professionals.
• Collaborate with Senior Managers and Partners on complex client matters.
• Improve internal processes and leverage technology to increase efficiency.

Skills

Tax planning

Client relationship management

Team mentoring

Leadership

Education

Bachelor's degree in Accounting/Finance or related field

Job description

Work Arrangement: Hybrid / In-office preferred

Employment Type: Full-Time, Permanent

Job Overview

Seeking an experienced Private Client Tax Manager / Senior Manager to lead tax engagements and provide tax planning, compliance, and advisory services to high-net-worth individuals and private wealth clients.

The ideal candidate will have strong public accounting experience, expertise in individual, gift, estate, and trust taxation, and the ability to manage complex tax returns, build client relationships, and mentor junior team members.

Key Responsibilities

Lead and manage tax engagements while ensuring timely and high-quality client service.

Oversee the preparation and review of complex individual, gift, estate, and trust tax returns.

Provide tax planning, consulting, and advisory solutions to high-net-worth individuals and private wealth clients.

Develop and maintain strong client relationships while addressing their tax and financial needs.

Provide proactive tax advice based on current tax laws and regulations.

Identify tax-saving opportunities and recommend effective tax strategies.

Mentor, train, and develop junior tax professionals.

Collaborate with Senior Managers and Partners on complex client matters.

Improve internal processes and leverage technology to increase efficiency.

Required Qualifications

Bachelor's degree in Accounting, Finance, or a related field.

7+ years of tax experience in a public accounting firm.

Active CPA license (required).

At least 1 year of experience in a Senior Managerial role is preferred.

Strong experience managing and reviewing:

Individual Income Tax Returns

Gift Tax Returns

Trust Income Tax Returns

Experience providing tax planning, consulting, and advisory services.

Strong knowledge of tax laws, regulations, and compliance requirements.

Experience managing client engagements and mentoring junior staff.

Excellent communication, leadership, organizational, and client relationship skills.

Preferred Qualifications

Experience working with high-net-worth (HNW) individuals and private wealth clients.

Experience in a Top 100 public accounting firm is preferred.

Strong background in estate and trust tax planning.

Ability to work in-office or in a hybrid environment in Chicago.