Demo

Private Client Sr. Tax Manager

NPAworldwide
Lincolnshire, IL Full Time
POSTED ON 12/24/2025
AVAILABLE BEFORE 1/17/2026
Job Description

  • Lead engagements by meeting client needs with a sense of urgency.
  • Develop recommendations and maintain client relationships by balancing client needs 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.

Qualifications

  • Bachelors 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.

Why Is This a Great Opportunity

  • Lead engagements by meeting client needs with a sense of urgency.
  • Develop recommendations and maintain client relationships by balancing client needs 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.

Salary Type : Annual Salary

Salary Min : $ 160000

Salary Max : $ 200000

Currency Type : USD

Salary : $160,000 - $200,000

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