- Serve as the primary tax advisor for high net worth individuals, families, and their associated businesses, providing proactive tax planning, compliance, and advisory service
- Develop and implement sophisticated tax strategies to minimize tax liabilities, maximize wealth preservation, and achieve clients' overall financial objectives.
- Prepare and review complex individual, trust, estate, and partnership tax returns, ensuring accuracy, compliance, and adherence to applicable laws and regulations.
- Conduct comprehensive tax analyses to identify opportunities for tax optimization, including income tax planning, estate and gift tax planning, charitable giving strategies, and multistate taxation considerations.
- Bachelor's degree in Accounting, Finance, or a related field; CPA certification required.
- Minimum of [X years] of experience in public accounting, with a focus on serving high net worth individuals and their related entities.
- Extensive knowledge of complex tax issues relevant to high net worth clients, including individual taxation, estate and gift taxation, trust taxation, and tax implications of investment strategies.
- Strong analytical skills and attention to detail, with the ability to identify tax planning opportunities and develop customized solutions tailored to clients' unique circumstances
- Excellent communication and interpersonal skills, with the ability to effectively engage with sophisticated clients and collaborate with multidisciplinary teams
- Proven track record of successfully managing client relationships, delivering exceptional service, and driving results in a fast-paced, client-centric environment.
-
Manager, Complex Property Tax
2 days ago
Altus Group Chicago, United States Temps pleinCatégorie d'emploi: · Conseil en matière d'impôts fonciers Gamme des niveaux de rémunération : · $82, $191,645.00 Clause de non-responsabilité : L'échelle de salaire de base représente le bas et le haut de l'échelle de rémunération du Groupe Altus pour ce poste dans le lieu d ...
-
Tax Manager
1 week ago
Wipfli Chicago, United StatesAt Wipfli, people count · The way you think makes you different. At Wipfli, we embrace that. · Our inclusive culture provides a space for everyone to have a voice. Our growing number of DEI resource groups celebrate diversity and champion awareness throughout Wipfli. · We're also ...
-
Tax Manager
2 weeks ago
EY Chicago, United StatesThe opportunity · EY's FSO EDGE Wealth and Asset Management (WAM) practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. You will work alongside our practice office professionals who are knowledgeable and exp ...
-
Tax Manager
3 weeks ago
Moody Bible Institute Chicago, United States Full timeThe Tax Manager & Internal Auditor is under the general supervision of the Treasurer and is responsible for all aspects of trust tax reporting, Institute taxes (other than 990) and sales taxes. This position is also responsible for the internal audit and compliance functions (inc ...
-
Tax Manager- International Tax
3 weeks ago
RSM US LLP Chicago, United StatesWe are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture ...
-
Tax Manager
2 days ago
Jobot Chicago, United StatesA Growing Accounting Firm is Hiring for a Tax Services Manager · This Jobot Job is hosted by: Nicole Gulinski · Are you a fit? Easy Apply now by clicking the "Apply Now" button · and sending us your resume. · Salary: $100,000 - $140,000 per year · A bit about us: · We are se ...
-
Tax Manager
4 days ago
Ryan Specialty Group Chicago, United StatesRyan Specialty is looking for a Tax Manager - Strategy and M&A to join our Chicago team. We are a fast-paced, energetic, and rapidly growing organization that offers a great opportunity for someone interested in further developing their career. Ryan Specialty has been named one o ...
-
Tax Manager
6 days ago
Global Placement Firm Chicago, United StatesExcellent company looking to add a successful Tax Manager to their team · Position Summary: · This is a newly created role due to growth. The Tax Manager will be responsible for overseeing the US tax compliance for the then company's America business and US investments. As Tax ...
-
Tax Manager
4 weeks ago
Ascendion Chicago, United StatesWe are a well-established and growing public accounting firm seeking an experienced Tax Manager. Youll work alongside a seasoned team of CPAs and accountants in a collaborative environment. You will take a lead role on tax engagements, mentor staff, and build/maintain relationshi ...
-
Tax Manager, Income Tax Provision
2 weeks ago
Abbott Chicago, United StatesAbbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medic ...
-
Tax Manager
6 days ago
Climate Pros Chicago, United StatesWe are looking for a Tax Manager to join the Finance Team at their office in Glendale Heights, Illinois. This position is hybrid, requiring two days in the office, and will involve interaction with all levels of management and personnel. The ideal candidate will be highly motivat ...
-
Tax Manager
3 weeks ago
Hire Resolve Chicago, United StatesJob Description · Job DescriptionHire Resolve's client is currently hiring for the position of Tax Manager. As a Tax Manager, you will be responsible for managing and overseeing the tax function within the company. This includes ensuring compliance with all tax laws and regulatio ...
-
Tax Manager
1 week ago
Talent Depot Chicago, United StatesJob Description · How You Will Contribute: 100% review of tax returns for pass-through, C-Corporation entities, federal, multi-state, and others as assigned. · Consult and advise on income tax strategies applicable to the construction industry to avoid or defer income taxation ...
-
Tax Manager
1 week ago
Macpower Digital Assets Edge Chicago, United StatesThis position offer salary plus bonus on average between 8% to 12%. · Job Summary: · s a Tax Manager for Real Estate Group you will work directly work with the tax staff accountants, other managers, and partners of the firm's Real Estate Services Group. The successful candidate w ...
-
Tax Manager
2 days ago
Founder's CPA Chicago, United StatesAbout Founder's CPA · Founder's CPA was founded in 2017 and is now an industry-leading accounting firm located in Chicago that focuses on outsourced accounting, tax, and CFO services for venture-backed startups. We refuse to accept the inefficient and burdensome "old school" appr ...
-
Manager, Tax
3 weeks ago
AbbVie North Chicago, United StatesJob Description · Job DescriptionCompany Description · AbbVie's mission is to discover and deliver innovative medicines and solutions that solve serious health issues today and address the medical challenges of tomorrow. We strive to have a remarkable impact on people's lives acr ...
-
Tax Manager
1 day ago
Topel Forman Chicago, United StatesJob Description · Job DescriptionJob Overview · We are currently seeking a highly skilled State and Local Tax Manger with a strong emphasis on partnership taxation. The ideal candidate will possess comprehensive knowledge of state and local tax laws, regulations, and compliance ...
-
Tax Manager
1 week ago
GateSource HR Chicago, United StatesJob Description · A top accounting and consulting firm is looking to add a Tax Manager to their Chicago office. · This role is hybrid (2-3 days in office per week). · The Tax Manager contributes heavily in areas of client service, team member development, business development ...
-
Tax Manager
3 weeks ago
Addison Group Chicago, United StatesAddison Group is seeking a highly skilled Corporate Tax Manager to join a large publicly traded Fortune 200 client based in Chicago, IL. · As a key member of this corporate tax department, you will be responsible for overseeing various aspects of federal, state, and local tax ac ...
-
Tax Manager- International Tax
5 days ago
RSM US LLP Chicago, United StatesWe are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture ...
Tax Manager - Chicago, United States - Ascendion
Description
Exceptional Opportunity: At a Leading Accounting Firm
Not sure what skills you will need for this opportunity Simply read the full description below to get a complete picture of candidate requirements.
We are seeking an experienced Tax Manager with a demonstrated expertise in serving high net worth individuals and their related entities. The Tax Manager will lead our efforts in providing strategic tax planning, compliance, and advisory services to our discerning clientele. This role offers the opportunity to work closely with affluent individuals and families, addressing their unique tax challenges and contributing to their financial success.
Responsibilities
Qualifications