Tax Manager - Individual Tax

Tax Manager - Individual Tax (Internal Tax Team) - Chicago, IL

Who:
An experienced individual tax specialist who enjoys advising clients, reviewing complex returns, and leading engagements.

What:
Provide compliance, planning, and consulting services for internal clients while managing relationships, supervising staff, and reviewing complex individual tax returns.

When:
Full‑time role with a steady, balanced schedule and no traditional busy season.

Where:
Fully remote within the U.S., with ideal locations on the East Coast or Southeast.

Why:
To grow your tax career in a role offering exceptional flexibility, meaningful client relationships, and long‑term upward career trajectory.

Office Environment: A supportive, people‑first culture committed to development, work/life balance, and team collaboration.

Salary:
Competitive compensation with benefits.

We are seeking a Tax Manager – Individual Tax Services to deliver high‑quality compliance, planning, and consulting services to internal clients. This role is ideal for a seasoned individual tax professional seeking career growth without the pressures of a traditional tax busy season. You will serve as a trusted advisor to approximately 75 clients, lead multiple engagements, build technical expertise, and mentor team members in a collaborative, growth‑oriented environment.

• Provide individual tax compliance, planning, and consulting services to internal clients.
• Review complex individual tax returns and all supporting documentation.
• Lead multiple engagements delivering proactive, strategic tax planning.
• Apply new technical developments to complex situations to enhance client service.
• Serve as the primary point of contact for approximately 75 clients.
• Participate in firm‑wide learning programs and invest in ongoing professional development.
• Support team development through mentoring, coaching, and knowledge sharing.

• Bachelor’s degree in Accounting, Law, or related business discipline;
  Master’s or advanced degree preferred.
• CPA or EA required.
• 8+ years of experience in individual tax return review and planning for high‑net‑worth individuals.
• Multi‑state individual tax compliance experience, including composite, withholding, and pass‑through entity tax.
• Experience providing federal tax compliance and consulting services in a professional services environment.
• 2+ years of supervisory, mentoring, or team leadership experience preferred.
• Strong analytical, organizational, project management, and communication skills.
• High proficiency with CCH Axcess, PDFlyer, and Microsoft Office Suite.
• Eligibility to work in the U.S. without sponsorship preferred.

If you’re interested in learning more about this opportunity or would like to discuss your qualifications, please apply now.