Tax Manager

Join One of Chicagoland’s Premier CPA Firms
With over 70 years of excellence and recognition as a Great Lakes regional leader (Crain’s Chicago Business & Accounting Today, 2020), our firm is dedicated to the success of both our clients and our people. We continue to expand by acquiring forward-thinking firms and investing in top talent, offering clear career paths, significant growth and income potential, and comprehensive benefits—all within a collaborative, people-first culture.

The Opportunity

Position: Tax Senior / Supervisor – High-Net-Worth Individuals, Trusts & Estates
Location: Chicagoland (75% remote outside peak seasons)
Path: Direct line to partner; bonus & incentive potential

As a Tax Senior or Supervisor, you’ll serve as a trusted adviser on sophisticated tax matters for high-net-worth individuals, estates, and trusts. You’ll interact daily with clients, managers, partners, and external advisors, using your expertise to deepen client relationships and uncover new opportunities.

What You’ll Do

• Tax Preparation & Review
• Manage the preparation and review of IRS Forms 1040, 1041, 706, and 709
• Client Relationship Development
• Build and maintain strong partnerships with clients, financial advisors, and legal counsel
• Uncover unstated client needs and recommend additional services
• Subject-Matter Expertise
• Act as the in-house trust and estate tax specialist for colleagues and clients
• Present tax strategies and best practices to groups of varying sizes
• Process Improvement
• Design and implement workflow enhancements to boost productivity and consistency
• Internal Collaboration & Referrals
• Educate internal teams on your service capabilities to drive cross-practice referrals

Requirements

What You Bring

• Education & Credentials
• Bachelor’s degree (Accounting preferred)
• Active credential: CPA, EA, MST, JD, LLM, CTFA, or AEP
• Experience
• 7–10 years in a trusts & estates or high-net-worth tax role at a CPA firm, law firm, trust company, or family office
• Proven track record with Forms 1040, 1041, 706, and 709
• Skills & Mindset
• Exceptional client service and interpersonal skills
• Strong analytical, written, and presentation abilities
• Collaborative attitude and ability to build consensus
• Talent for diagnosing unstated client needs

Benefits

Why You’ll Love Working Here

• 🏆 Award-Winning Culture: “Best Place to Work” honoree
• 📈 Clear Path to Partner: Advancement tied to performance
• 🏠 Flexible/Hybrid Model: 75% remote, with on-site peaks only Jan–Apr 15 and Aug 15–Oct 15
• ☀️ Summer Fridays Off (Memorial Day–Labor Day)
• 🕒 37-Hour Workweeks outside peak season
• 🧘‍♂️ Work-Life Balance: Generous PTO, holidays, and sick leave
• 💻 Modern, Paperless Office: Cutting-edge technology
• 🚀 Professional Development: Technical & leadership training curriculum
• 👔 Business Casual Dress Code
• 🎉 Firm-Wide Events: Celebrate successes and build camaraderie
• 💼 Comprehensive Benefits: 401(k) matching, health/dental/vision, and more

If you’re a proactive tax professional looking to elevate your career and make a real impact, we want to hear from you!