Private Client Tax Manager
External job listingat Neodymtechnologies
Our client is a well-established professional services and accounting advisory organization serving privately held businesses, high-net-worth individuals, families, and private wealth cli...
Salary
Not provided
Location
Chicago, IL, United States
Employment type
Full time
Workplace
Not provided
Private Client Tax Manager
Chicago, IL, United States
Job description
Our client is a well-established professional services and accounting advisory organization serving privately held businesses, high-net-worth individuals, families, and private wealth clients. The firm offers a collaborative environment, career growth opportunities, and meaningful work with an emphasis on delivering exceptional client experience.
REQUIREMENTS
- Bachelor’s Degree in Accounting, Finance, or Related Field
- 7+ Years of Public Accounting Tax Experience
- Active CPA License Required
- Strong Individual Taxation Experience
- Extensive HNW / Private Client Experience
- Strong Estate, Gift & Trust Taxation Experience
- Experience Reviewing Complex Individual & Fiduciary Tax Returns
- Strong Tax Planning & Advisory Experience
- Client Relationship Management Experience
- Leadership, Coaching & Mentoring Experience
- Strong Project Management & Organizational Skills
PREFERRED QUALIFICATIONS
- Senior Manager-Level Experience
- Experience Advising Business Owners & Closely Held Businesses
- Advanced Estate, Gift & Trust Tax Knowledge
- Strong Tax Research & Planning Skills
Candidates must have an active CPA license, public accounting tax experience, and meaningful HNW/private client and estate/gift/trust experience.
COMPETITIVE SALARY