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Private Client Tax Manager / Senior Manager ( Full-Time ) Chicago, IL - DK

Central Business SolutionsChicago, Illinois

$130,000 - $200,000 / year

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Overview

Schedule
Full-time
Education
CPA
Career level
Director
Remote
On-site
Compensation
$130,000-$200,000/year
Benefits
Career Development

Job Description

Key Responsibilities:

Tax Engagement Management

  • Lead and manage tax engagements for high-net-worth individuals and private wealth clients.

  • Review and oversee preparation of:

    • Individual tax returns

    • Gift tax returns

    • Estate tax returns

    • Trust tax returns

  • Ensure compliance with federal, state, and local tax regulations.

  • Provide technical review and guidance on complex tax matters.

Tax Planning & Advisory:

  • Develop proactive tax planning strategies for individuals, families, trusts, and estates.

  • Provide advisory support related to wealth preservation and tax optimization.

  • Research complex tax issues and communicate recommendations to clients.

Client Relationship Management:

  • Build and maintain trusted relationships with high-net-worth clients.

  • Serve as a primary advisor and point of contact for assigned engagements.

  • Collaborate with senior leadership on complex client matters.

Leadership & Team Development:

  • Mentor and develop junior tax professionals.

  • Review workpapers and provide technical guidance.

  • Support team collaboration and continuous improvement initiatives.

Required Qualifications:

  • Bachelor's degree in Accounting, Finance, or related field.

  • Active CPA license required.

  • 7+ years of public accounting tax experience.

  • Strong expertise in:

    • Individual taxation

    • Gift taxation

    • Estate taxation

    • Trust taxation

    • Private wealth advisory services

  • Strong leadership, communication, and client advisory skills.

Ideal Candidate Profile:

  • Experienced tax professional specializing in HNW and private client services.

  • Strong background in public accounting environments.

  • Skilled at managing complex tax engagements and client relationships.

  • Passionate about mentoring teams and delivering high-quality advisory services.

Compensation:

  • Salary Range: $130,000 – $200,000 annually

  • Full-time opportunity

  • Career growth within a professional tax advisory environment

Security Clearance Required: No Visa Candidate Considered: No

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FAQs About Private Client Tax Manager / Senior Manager ( Full-Time ) Chicago, IL - DK Jobs at Central Business Solutions

What is the work location for this position at Central Business Solutions?
This job at Central Business Solutions is located in Chicago, Illinois, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Central Business Solutions?
Candidates can expect a pay range of $130,000 and $200,000 per year.
What employment applies to this position at Central Business Solutions?
Central Business Solutions lists this role as a Full-time position.
What experience level is required for this role at Central Business Solutions?
Central Business Solutions is looking for a candidate with "Director" experience level.
What education level is required for this job?
The education requirement for this position is CPA. Candidates with relevant qualifications or equivalent experience may also be considered.
What benefits are offered by Central Business Solutions for this role?
Central Business Solutions offers Career Development for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at Central Business Solutions?
You can apply for this role at Central Business Solutions either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.