Client Tax Manager

Title: Private Client Tax Manager / Senior Manager
Location: Lincolnshire, IL (Hybrid – Minimum 3 days per week in the office)
Employment Type: Permanent

About the Organization
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 organization provides a broad range of accounting, tax, audit, and advisory services, working closely with clients to address complex financial and tax matters and support long-term business and wealth planning.
The firm has a collaborative, client-focused culture and values technical expertise, proactive advisory services, professional development, and the use of technology to improve client outcomes and internal processes. This is an excellent opportunity for an experienced tax professional looking to take on a leadership role while working with sophisticated private clients.

Position Overview
We are seeking an experienced Private Client Tax Manager / Senior Manager with strong expertise in high-net-worth (HNW) individuals and private wealth tax matters. The ideal candidate will have a strong public accounting background, an active CPA license, excellent client relationship skills, and experience leading and developing tax professionals.

Key Responsibilities
Lead tax engagements while ensuring client needs are addressed with urgency and professionalism.
Manage multiple client relationships, assignments, and deadlines effectively.
Provide proactive tax planning and advisory services based on current tax laws.
Advise high-net-worth individuals and private wealth clients on complex tax matters.
Review complex Individual, Gift, Estate, and Trust tax returns.
Identify and resolve complex tax issues in collaboration with senior leadership.
Develop and implement customized tax planning strategies and solutions.
Leverage technology and automation to improve internal and client-facing processes.
Mentor, coach, and develop junior and senior tax professionals.
Work closely with Senior Managers and Partners on complex client engagements.
Build and maintain strong long-term client relationships.
Deliver exceptional client service and provide timely, high-quality tax guidance.

Requirements
Bachelor’s degree in Accounting, Finance, or a related field.
7 years of public accounting tax experience.
1 years of Senior Manager-level experience preferred.
Active CPA license required.
Strong expertise in Individual, Gift, Estate, and Trust tax compliance.
Experience reviewing complex tax returns.
Strong background in tax planning, advisory, and client solutions.
Experience working with HNW individuals, families, and private wealth clients preferred.
Excellent project management and team leadership skills.
Strong written and verbal communication skills.
Self-motivated, curious, collaborative, and solution-oriented.
Commitment to professional development and continuous learning.
Ability to work effectively in a hybrid environment.

Ideal Candidate
The ideal candidate is an experienced public accounting tax professional with significant expertise in HNW/private wealth clients, complex individual taxation, trusts, estates, gifts, tax planning, and advisory services. The successful candidate will be comfortable managing complex engagements, developing client relationships, reviewing sophisticated tax returns, mentoring team members, and working closely with senior leadership.
Candidates with Senior Manager-level experience, an active CPA license, and a strong track record of delivering proactive tax solutions to high-net-worth clients are especially encouraged to apply.
What This Opportunity Offers
Hybrid work environment
Leadership opportunity within a growing professional services organization
Exposure to sophisticated HNW and private wealth clients
Opportunity to lead complex tax engagements and develop client relationships
Collaborative environment with access to senior leadership
Strong focus on professional growth, technology, and continuous learning

Requirements
Bachelor’s degree in Accounting, Finance, or a related field.
7 years of public accounting tax experience.
1 years of Senior Manager-level experience preferred.
Active CPA license required.
Strong expertise in Individual, Gift, Estate, and Trust tax compliance.
Experience reviewing complex tax returns.
Strong background in tax planning, advisory, and client solutions.
Experience working with HNW individuals, families, and private wealth clients preferred.
Excellent project management and team leadership skills.
Strong written and verbal communication skills.
Self-motivated, curious, collaborative, and solution-oriented.
Commitment to professional development and continuous learning.
Ability to work effectively in a hybrid environment.