Senior Tax Manager

If you enjoy working with complex private clients and want your work to go beyond compliance, this is the kind of firm where senior people stay technically involved, build long-term client relationships, and have a visible impact on the direction of the business.The client base is heavily focused on high net worth individuals and closely held businesses, with a large amount of trust, estate, gift, and pass-through entity work. They’re looking for someone who can confidently advise sophisticated clients, communicate well, and eventually step into a larger leadership role within the firm.Why people tend to enjoy it hereBusy season hours capped at around 55Open PTO, with people encouraged to take time offCollaborative environment without a heavily political cultureStrong technical client work without public company pressureOpportunity to progress towards Director or Partner levelFirm leadership that is focused on sustainable growthCharity initiatives, team events, and regular in-person meet-upsA culture where people still seem to enjoy working together, even during busy seasonThis is not a huge national machine where you disappear into layers of hierarchy. The firm sits at a size where strong hires are noticed quickly, and progression is realistic. Leadership actively wants people who can help shape the next phase of growth.What you’ll be doingManaging and reviewing complex high net worth individual tax returnsWorking across trusts, estates, gifts, partnerships and K 1sAdvising privately held business owners and family groupsActing as a key point of contact for high net worth clientsSupporting planning projects and broader advisory workReviewing and mentoring staff and managers within the teamBuilding strong long term client relationshipsContributing to the continued growth of the private client practiceWhat they’re looking forCPA is required at the Manager and Senior Manager levelsStrong public accounting background within a mid sized or larger CPA firmSignificant experience focused on high net worth and private client taxExperience with trusts, estates, gifts and pass through entitiesSomeone who enjoys relationship building as much as technical workThe firm is open to hybrid candidates across the Midwest and surrounding states, particularly those able to travel in periodically. Fully remote can be considered for the right level of experience, although local or hybrid candidates are preferred.If you are just browsing the job boards and haven't dusted off your resume yet, that is not a problem; you can give me a call first, 312-564-5028. If you prefer, you can drop me a connection or message on LinkedIn and we can pick up from there.If you've reviewed this advert and you are unsure whether to apply because you do not have all the required experience, we still encourage you to hit that apply button. We support the CPA firms we partner with in building diverse, inclusive, and equitable workplaces, so even if your experience does not align perfectly, please do still apply. If this position isn't quite right, it's highly likely we will have other public accounting positions that could be a good fit for you.