Private Client Senior Tax Manager

Overview

Do you have a passion for tax work with HNW clientele and are looking to continue to evolve your leadership skills within public accounting, but without the notoriously long hours? Mowery & Schoenfeld is industry-leading in our reduced overall hours, even in late March to mid-April!

Mowery & Schoenfeld, LLC is an accounting, advisory, and IT services firm headquartered in Lincolnshire, Illinois, with satellite offices in the Chicago Loop, Downtown Miami, and the Philippines. Our organization is focused on providing personalized service to each client, building a lasting and trusted relationship. Made up of 20 partners and over 200 total employees, Mowery & Schoenfeld ranks among the top ten firms in Illinois and recently named one of the largest accounting firms in Chicago by Crain’s Chicago Business.

We take culture seriously by providing a supportive environment focused on growth. Our Firm has been named a Best Firms to Work For by Accounting Today, a Best Firms for Women by Accounting Today, and a Best Place to Work in Chicago by Crain’s Chicago Business. Mowery & Schoenfeld offers comprehensive tax, assurance, transaction advisory, outsourced accounting, wealth management, international onboarding, business advisory services, as well as managed IT services through our partnership with Xamin, Inc.

Through our M&S Cares program, we prioritize giving back and provide opportunities for our team to support our larger community. We are grateful to be recognized with the Illinois CPA Society's Time and Talent Public Service Volunteerism Award, awarded to only one firm each year.

Tax Managers operate as leaders and mentors within our Firm by demonstrating the ability to:

• Lead engagements by meeting client needs with a sense of urgency.
• Develop recommendations and maintain client relationships by balancing the client needs along with other assignments and deadlines.
• Provide proactive advice based on knowledge of tax law, particularly within the private wealth and high-net worth group.
• Demonstrate initiative to creatively solve issues in collaboration with the lead.
• Leverage technology to automate both internal and client processes to improve efficiency.
• Act as a mentor to younger staff and work directly with Senior Managers and Partners.

Qualified candidates who can work in-office or hybrid schedules are strongly preferred.

We are seeking an individual who is curious, self-motivated, and a team player with the following qualifications:

• Bachelor’s degree in accounting, finance or other relevant discipline.
• 7+ years of tax experience in public accounting, with 1+ years in a senior managerial role preferred.
• CPA-certified and active license.
• Expertise in management of Individual, Gift, Estate, and Trust income tax compliance and providing knowledgeable review of complex returns.
• Background and experience managing and actively providing advisory and tax solutions to clients.
• Feels empowered to provide solutions and ideas.
• Values professional development.
• Exhibits excellent project and team leadership, and communication skills.
• Shares our focus on growth and problem-solving

Mowery & Schoenfeld is an equal opportunity employer. We do not discriminate against any employee or job applicant because of race, color, religion, national origin, sex, physical or mental disability, or age.

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