Tax Manager: Strategic Planning for HNW Clients

ABGi USA, Inc.; Chicago (IL); On-site; USD 120,000 - 170,000; Full time

Job summary

ABGi USA is seeking a Tax Manager in the Chicago area to join a mid-sized public accounting and advisory firm. The role focuses on reviewing complex federal and state returns, providing strategic tax planning, and managing relationships with high-net-worth clients.

The ideal candidate will have 7+ years of tax/public accounting experience, CPA or EA preferred, and a background in mentorship and client-facing work within a collaborative firm environment.

Qualifications

• 7+ years of progressive tax/public accounting experience.
• CPA or EA preferred.
• Hands-on experience reviewing complex tax returns — individuals, trusts, partnerships, and closely held businesses.
• Strong experience working with high-net-worth individuals and complex client structures.
• Family Office experience is highly preferred.
• Exposure to international tax matters is a plus.
• Experience with real estate entities and investment partnerships is beneficial.
• Ability to confidently manage client relationships and participate in client meetings.
• Previous experience mentoring or overseeing junior tax professionals.

Responsibilities

• Review complex federal and state tax returns
• Provide strategic tax planning and consulting to clients
• Manage relationships with high-net-worth individuals, families, and business owners
• Research and advise on complex tax matters
• Mentor and develop junior tax professionals
• Collaborate with other teams to provide comprehensive client solutions
• Identify additional tax planning and advisory opportunities

Skills

Tax planning

Tax return review

HNW clients

Public accounting

Mentoring juniors

International tax

Real estate & partnerships

Client relations

Job description

ABGi USA is seeking a Tax Manager in the Chicago area to join a mid-sized public accounting and advisory firm. The role focuses on reviewing complex federal and state returns, providing strategic tax planning, and managing relationships with high-net-worth clients.

The ideal candidate will have 7+ years of tax/public accounting experience, CPA or EA preferred, and a background in mentorship and client-facing work within a collaborative firm environment.