Tax Manager – Director

Jobtailor; Oak Brook (IL); On-site; USD 140,000 - 190,000; Full time

Job summary

Jobtailor is seeking an experienced tax professional in Illinois to consult with clients on succession and tax planning, lead and review tax engagements, and mentor team members. The role emphasizes client growth, industry involvement, and sophisticated wealth-transfer work including estate planning.

The ideal candidate will have a CPA (JD/EA may substitute) and a track record in reviewing complex individual and corporate returns, with strong problem-solving and team-development skills.

Qualifications

• Minimum of 6 years of experience serving in a tax role with a public accounting firm.
• Bachelor’s Degree in Accounting, Finance, or a related field.
• CPA is required; JD or EA may be accepted in place of CPA certification.
• Ability to consult with clients on succession and tax planning.
• Experience with tax engagements, including wealth transfer and estate planning.
• Experience reviewing complex individual and corporate tax returns.
• Ability to develop and train team members.
• Strong problem‑solving skills and ability to bring solutions to clients.
• Ability to work with clients to help their businesses succeed strategically.

Responsibilities

• Consult with clients on business processes such as succession and tax planning.
• Lead, schedule, supervise, and review tax engagements.
• Develop and train team members.
• Foster and build opportunities for clients, communities, and people.
• Become an industry professional and attend industry-leading events and trainings.
• Perform tax procedures according to engagement size and complexity, including wealth transfer and estate planning.
• Review complex individual and corporate tax returns.

Skills

Tax Planning

Tax Procedures

Reviewing Tax Returns

Succession Planning

Wealth Transfer

Estate Planning

Education

Bachelor’s Degree in Accounting, Finance, or a related field

Job description

• Consult with clients on business processes such as succession and tax planning


• Lead, schedule, supervise, and review tax engagements


• Develop and train team members


• Foster and build opportunities for clients, communities, and people


• Become an industry professional and attend industry-leading events and trainings


• Perform tax procedures according to engagement size and complexity, including wealth transfer and estate planning


• Review complex individual and corporate tax returns

Requirements

• Minimum of 6 years of experience serving in a tax role with a public accounting firm


• Bachelor’s Degree in Accounting, Finance, or a related field


• CPA is required; JD or EA may be accepted in place of CPA certification


• Ability to consult with clients on succession and tax planning


• Experience with tax engagements, including wealth transfer and estate planning


• Experience reviewing complex individual and corporate tax returns


• Ability to develop and train team members


• Strong problem‑solving skills and ability to bring solutions to clients


• Ability to work with clients to help their businesses succeed strategically

Core Competencies

Demonstrates expertise in tax planning, including succession, wealth transfer, and estate planning, while effectively leading and developing teams to enhance client success. Holds a CPA certification and possesses extensive experience in reviewing complex tax returns for individuals and corporations.

Highest-signal resume keywords

• CPA CERTIFICATION


• TAX ENGAGEMENTS


• WEALTH TRANSFER PLANNING


• ESTATE PLANNING


• CLIENT CONSULTATION

Hard Skills

• Tax Planning


• Tax Procedures


• Reviewing Tax Returns


• Succession Planning


• Wealth Transfer


• Estate Planning

Soft Skills

• Problem‑Solving


• Team Development


• Client Relationship Management

Certifications & Qualifications

• CPA


• JD


• EA

Industry Keywords

• Public Accounting


• Tax Engagements


• Business Processes