Tax Manager - Client Advisory & Planning Leader (Hybrid)

Sherwood Staffing Partners; Chicago (IL); Hybrid; USD 150,000 - 200,000; Full time

Benefits offered by this job

401(k) match

Great benefits

Paid vacation

Personal days

Additional incentives

Job summary

Sherwood Staffing Partners in Chicago seeks a Tax Manager to join our boutique CPA firm in West Loop. You will oversee returns, provide strategic planning, and serve as the primary advisor to owner-operators.

The role offers a $150K-$200K base with bonus, four days onsite and remote Fridays, reasonable hours, and strong client contact with partners. CPA required; 5+ years of public accounting tax experience; construction industry experience is a plus.

Qualifications

• CPA required.
• 5+ years of public accounting tax experience, including meaningful review responsibility.
• Strong background with closely held businesses and high net worth individuals.
• Construction industry experience is a big plus.
• You enjoy client conversations and like being the person people call first.

Responsibilities

• Review individual, partnership, S corp, C corp, trust, estate, gift, and foundation returns.
• Lead year-round tax planning: projections, entity selection, succession planning, estate and gift strategy, and charitable planning.
• Be the go-to advisor for business owners and their families, not just the person who files their returns.
• Mentor and develop Seniors and Staff on your client teams.
• Handle IRS and state notices and representation.
• Stay ahead of legislative changes and bring real planning ideas to clients before they ask.

Skills

Client communication

Mentoring seniors and staff

Tax planning

Public accounting

Education

CPA certification

Job description

Sherwood Staffing Partners in Chicago seeks a Tax Manager to join our boutique CPA firm in West Loop. You will oversee returns, provide strategic planning, and serve as the primary advisor to owner-operators.

The role offers a $150K-$200K base with bonus, four days onsite and remote Fridays, reasonable hours, and strong client contact with partners. CPA required; 5+ years of public accounting tax experience; construction industry experience is a plus.