Tax Manager, Private Client Services — Hybrid to Partnership

Brewer Morris

Chicago (IL)

Hybride

USD 120 000 - 180 000

Plein temps

Il y a 40 heures
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Avantages offerts par ce poste

Healthcare options
Open PTO
Paid leave
Path to partnership

Résumé du poste

Brewer Morris seeks a Tax Manager (Private Client Services) to join either the Chicago or Lincolnshire, IL office on a hybrid schedule. The role centers on managing individual, estate and trust tax matters for private clients with a client-service oriented advisory focus.

You will lead and develop a team, review complex returns, and provide proactive planning to high-net-worth clients. The firm highlights work-life balance and opportunities toward partnership.

Qualifications

  • Must have strong knowledge of Individual, Gift, Estate and Trust tax compliance.
  • Experience advising clients and reviewing complex returns.
  • Ability to lead and mentor a team in a client-service oriented environment.

Responsabilités

  • Manage tax compliance for private client group including individuals, estates and trusts.
  • Provide advisory and planning services to high-net-worth clients.
  • Review complex tax returns and oversee staff work.
  • Drive client service quality and contribute to practice growth.

Connaissances

Tax planning
Client advisory
Leadership

Formation

Bachelor's degree in accounting/finance
CPA Required

Description du poste

Brewer Morris seeks a Tax Manager (Private Client Services) to join either the Chicago or Lincolnshire, IL office on a hybrid schedule. The role centers on managing individual, estate and trust tax matters for private clients with a client-service oriented advisory focus.

You will lead and develop a team, review complex returns, and provide proactive planning to high-net-worth clients. The firm highlights work-life balance and opportunities toward partnership.

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