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Senior Tax Manager: HNW & Private Family Office

Job in Lake Geneva, Walworth County, Wisconsin, 53147, USA
Listing for: Creative Financial Staffing, LLC
Full Time position
Listed on 2026-07-07
Job specializations:
  • Finance & Banking
    Tax Manager, Tax Accountant, Accounting & Finance
  • Accounting
    Tax Manager, Tax Accountant, Senior Accountant, Accounting & Finance
Salary/Wage Range or Industry Benchmark: 160000 - 200000 USD Yearly USD 160000.00 200000.00 YEAR
Job Description & How to Apply Below

Senior Tax Manager

New permanent opportunity for a Senior Tax Manager. Long established firm that handles Private Family office work for high net worth, multiple and multi-generational families. Responsible for preparing a broad range of complex income tax returns, tax planning, research and overseeing staff.

Compensation:
Salary around $160,000-$200,000ish + bonus depending on experience.

Senior Tax Manager Responsibilities:

  • Prepare complex income tax returns, 1041, 1065 and 990-PF
  • Tax planning, quarterly tax estimates, and tax research
  • Assist with trust accounting, preparing estate and gift tax returns

Ideal Senior Tax Manager criteria:

  • Bachelor’s Degree
  • CPA and/or Master’s Degree a plus
  • Extensive income tax preparation experience
  • Experience preparing complex fiduciary and partnership income tax returns

OR

  • Tax experience with a strong interest in High Net Worth Tax work

Why Work Here:

  • Opportunities for advancement
  • Profit sharing/401(k) plan, full benefits
  • Critical role with high-profile clients that are long established, working together for generations
  • Excellent family culture, good work life balance, family oriented, flexibility
  • Significant, complex, interesting work
  • Opportunity to make an impact
  • Long term employees, most employed for 15+ years

#INMAY
2026
#LI-SL1

EB-

#J-18808-Ljbffr
Position Requirements
10+ Years work experience
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