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

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

• Chicago, IL

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

Trust tax returns

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

Provide technical review and guidance on complex tax matters.

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.

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.

Mentor and develop junior tax professionals.

Review work papers and provide technical guidance.

Support team collaboration and continuous improvement initiatives.

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

Trust taxation

Private wealth advisory services

Strong leadership, communication, and client advisory skills.

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.

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

Full-time opportunity

Career growth within a professional tax advisory environment

• 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.

• 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.

• 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.

• Mentor and develop junior tax professionals.

• Review work papers and provide technical guidance.

• Support team collaboration and continuous improvement initiatives.

• 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.

• 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.

• 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