Tax Manager – UHNW Private Clients & Trusts

LeoForce; Chicago (IL); On-site; USD 125,000 - 160,000; Full time

Benefits offered by this job

Work–life balance

Unlimited PTO

Maternity and paternity leave

Employer paid Health/Dental/Vision

401K with 3% safe harbor

Generous yearly bonus

Job summary

LeoForce is seeking a Manager-level tax professional in Chicago to lead private client engagements, estate and trust tax work, and UHNW partnerships. CPA required with 5+ years in public accounting. Exceptional client service and leadership are essential for success.

The firm offers equity in growth, strong work-life balance during the year, and generous benefits including health, dental, vision, and 401K. Join a recognized leader in tax and wealth advisory.

Qualifications

• Bachelor’s degree in Accounting, Finance or related discipline.
• 5+ years of tax experience in public accounting.
• CPA certification required.
• Expertise in private client management; estate, gift & trust tax.
• UHNW and investment partnership experience.

Skills

Tax experience

Estate & gift tax

Private client management

UHNW experience

Education

Bachelor’s degree in Accounting, Finance or related discipline

CPA

Job description

LeoForce is seeking a Manager-level tax professional in Chicago to lead private client engagements, estate and trust tax work, and UHNW partnerships. CPA required with 5+ years in public accounting. Exceptional client service and leadership are essential for success.

The firm offers equity in growth, strong work-life balance during the year, and generous benefits including health, dental, vision, and 401K. Join a recognized leader in tax and wealth advisory.