What are the responsibilities and job description for the Senior Tax Manager (UHNWI's) position at SR Staffing?
NEW UHNWI / FAMILY OFFICE TAX OPPORTUNITY – CHICAGO AREA
I'm partnering with an impressive and rapidly growing wealth advisory firm that manages over $1.3 billion in assets and is seeking a Senior Manager level CPA to join their team.
- Location: Downers Grove, IL (Hybrid after onboarding)
- Compensation: Highly flexible based on experience
- Work-Life Balance: Traditional 40-hour workweeks with only a modest increase during busy season
- Professional Environment: Collaborative, client-focused culture without the long hours often associated with public accounting
This is a unique opportunity for a Tax Professional with experience serving Ultra-High-Net-Worth Individuals (UHNWI), High-Net-Worth Individuals (HNWI), Family Offices, or Wealth Management clients.
What makes this role stand out?
- Direct exposure to senior leadership and firm partners
- Serve as a trusted advisor to ultra-high-net-worth families
- Work with a family office relationship overseeing approximately $112 million in assets across multiple entities
- Focus primarily on tax strategy, planning, and advisory work rather than high-volume tax preparation
- Small, highly collaborative team environment with significant visibility and impact
- Flexible title and career path based on experience
About the Firm:
An innovative wealth management firm built around a collaborative, team-based approach to serving successful families and business owners. The firm has grown to over $1.3 billion in assets under management while maintaining a boutique, relationship-driven culture.
If you have a background in UHNWI taxation, family office services, or wealth management tax advisory and would be interested in learning more, feel free to reach out for a confidential conversation.
Salary : $180,000 - $250,000