Tax Manager (UHNWI's)

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 Tax Manager 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.