Tax Manager

Tax Manager / Senior Tax Leader (HNW Individuals) – Chicago, Loop, 1-2 days Hybrid

Join a rapidly scaling, privately held tax and advisory platform, delivering complex tax solutions to high-net-worth individuals. This is a growth hire driven by strong inbound client demand, rather than outbound business development. You will be stepping into sophisticated work with immediate impact and a clear path to leadership.

• Prepare and review complex HNW/UHNW individual tax returns
• Oversee staff work while remaining hands‑on in execution
• Support onboarding of new clients from a steady referral pipeline
• Advise on tax strategy, planning, and optimization
• Work across complex structures including: multi-entity ownership layers; significant asset bases; unique, high‑judgment tax scenarios
• Partner cross‑functionally to improve workflows and delivery

• HNW / UHNW individual tax experience (not basic 1040 work)
• Proven ability to both prepare and review tax work
• Exposure to complex individual structures (entities, investments, planning strategies)
• Public accounting background preferred (Big 4 + smaller firm or family office ideal)
• Ability to operate in deadline‑driven, fast‑moving environment
• CPA required

• No heavy BD expectations: inbound client flow already established
• Work on high‑complexity engagements, not repetitive compliance
• Faster path to Partner, advancement not tied to vacancies
• Busy season that is more manageable than Big 4 (~60–65 hours peak)
• Collaborative, execution‑oriented culture: reviewers who do
• Competitive base + performance bonus: $145k‑200k base
• Unlimited PTO + paid holidays
• 401(k) with fully vested match after 1 year
• Company‑paid life and long‑term disability insurance
• HSA, HRA, and FSA options
• Modern office with strong team culture and amenities
• Direct exposure to senior leadership and Partners