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IFG US in the Greater Chicago area is seeking an ambitious Tax Manager specializing in private wealth and high-net-worth clients. You will mentor staff, deliver proactive tax planning, and contribute to client service excellence.
The role requires CPA licensure, 5+ years of tax experience in public accounting, and a knack for managing multiple engagements, with a salary range of $110K-$180K plus bonus.
We are seeking an ambitious and curious Tax Managers with expertise in private wealth and high-net-worth taxation. The ideal candidate is passionate about mentoring, continuous learning, and delivering exceptional client service.
Lead tax engagements with a proactive, client-focused mindset.
Develop and maintain strong client relationships while managing multiple priorities and deadlines.
Provide strategic and proactive tax advice, particularly within private wealth and high-net-worth areas.
Collaborate with leadership to creatively solve issues and implement process improvements.
Utilize technology to enhance efficiency and automate internal and client workflows.
Mentor and develop junior team members, working closely with senior leaders.
Bachelor’s degree in Accounting, Finance, or related field.
5+ years of tax experience in public accounting, with at least 2 years in a managerial role preferred.
Active CPA license required.
Expertise in Individual, Gift, Estate, and Trust income tax compliance, including review of complex returns.
Strong background in advisory services and delivering practical tax solutions.
Demonstrated leadership, communication, and project management skills.
Committed to professional development and fostering team growth.
Ability to work effectively in-office or on a hybrid schedule.