What are the responsibilities and job description for the Private Client Tax Manager / Senior Manager ( Full-Time ) Chicago, IL - DK position at cbsinfosys?
Key Responsibilities:
Tax Engagement Management
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Lead and manage tax engagements for high-net-worth individuals and private wealth clients.
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Review and oversee preparation of:
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Individual tax returns
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Gift tax returns
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Estate tax returns
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Trust tax returns
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Ensure compliance with federal, state, and local tax regulations.
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Provide technical review and guidance on complex tax matters.
Tax Planning & Advisory:
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Develop proactive tax planning strategies for individuals, families, trusts, and estates.
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Provide advisory support related to wealth preservation and tax optimization.
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Research complex tax issues and communicate recommendations to clients.
Client Relationship Management:
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Build and maintain trusted relationships with high-net-worth clients.
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Serve as a primary advisor and point of contact for assigned engagements.
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Collaborate with senior leadership on complex client matters.
Leadership & Team Development:
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Mentor and develop junior tax professionals.
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Review workpapers and provide technical guidance.
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Support team collaboration and continuous improvement initiatives.
Required Qualifications:
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Bachelor's degree in Accounting, Finance, or related field.
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Active CPA license required.
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7 years of public accounting tax experience.
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Strong expertise in:
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Individual taxation
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Gift taxation
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Estate taxation
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Trust taxation
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Private wealth advisory services
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Strong leadership, communication, and client advisory skills.
Ideal Candidate Profile:
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Experienced tax professional specializing in HNW and private client services.
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Strong background in public accounting environments.
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Skilled at managing complex tax engagements and client relationships.
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Passionate about mentoring teams and delivering high-quality advisory services.
Compensation:
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Salary Range: $130,000 – $200,000 annually
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Full-time opportunity
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Career growth within a professional tax advisory environment
Security Clearance Required: No
Visa Candidate Considered: No
Salary : $130,000 - $200,000