- Act as the main tax consultant for high net worth individuals, families, and their businesses, delivering proactive tax planning, compliance, and advisory support.
- Create and execute advanced tax strategies to reduce tax burdens, enhance wealth preservation, and meet clients' financial goals.
- Review and prepare intricate individual, trust, estate, and partnership tax returns, ensuring precision, compliance, and alignment with relevant laws.
- Conduct thorough tax assessments to pinpoint tax optimization opportunities, encompassing income tax planning, estate and gift tax planning, charitable giving tactics, and considerations for multistate taxation.
- Hold a Bachelor's degree in Accounting, Finance, or a related field; CPA certification is mandatory.
- Minimum of [X years] experience in public accounting, focusing on assisting high net worth individuals and their associations.
- In-depth knowledge of intricate tax issues pertinent to high net worth clients, including individual taxation, estate and gift taxation, trust taxation, and tax ramifications of investment strategies.
- Demonstrate strong analytical capabilities and attention to detail, enabling the identification of tax planning prospects and the development of tailored solutions suited to clients' specific situations.
- Possess excellent communication and interpersonal abilities, facilitating effective interaction with sophisticated clients and collaboration with diverse teams.
- Show a proven history of adeptly managing client connections, delivering exceptional service, and achieving outcomes in a dynamic, client-focused setting.
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Manager, Complex Property Tax
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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 ...
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Tax Manager
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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 ...
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Tax Manager
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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 ...
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Cherry Bekaert Chicago, United States**Description** · **Cherry Bekaert** has been proudly providing Accounting and Advisory services to our clients for over 70 years. We are seeking a **Tax Manager** to support our Chicago Metro market. · The successful candidate will manage the clients tax compliance needs, anti ...
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Tax Manager
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Topel Forman Chicago, United StatesJob 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 requirements, particularly as th ...
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Tax Manager
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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 ...
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Tax Manager
1 week ago
My Private Recruiter Chicago, United StatesOur client, a registered investment company, is seeking a skilled and talented · Tax Manager · to join their team, located in their · Denver, CO · offices. Our client specializes in the design and management of investment solutions for the US institutional market that address ...
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Tax Manager
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Quad Chicago, United StatesThe Tax Manager plays a significant role in domestic income tax function, primarily focused on state income tax matters: · State and local income / franchise taxes · * Lead state tax return compliance, including some preparation and some review of Sr. Tax Analyst, plus collabor ...
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Tax Manager
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Ryan Specialty 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 ...
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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 ...
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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 ...
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Tax Manager
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Gilder Search Group Chicago, United StatesTax Manager · A leading global privately-held developer and operator of sustainable energy solutions is looking to add a Tax Manager to their team. · With 1000+ employees across the Americas, Europe, and Asia, they're innovators building an eco-friendly world, and are on the loo ...
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Tax Manager
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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 ...
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Tax Manager
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RSM US LLP Chicago, IL, United States Full timeWe 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. As a member of our Credits, Incentives and Methods (CIM) group, you wi ...
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Tax Manager
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Tax Manager
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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 ...
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Tax Manager
1 week 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 ...
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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 - Chicago, United States - Ascendion
Description
Exciting Opportunity at a Top Accounting Firm
We are in search of a skilled Tax Manager with proven expertise in assisting high net worth individuals and their associated entities. The Tax Manager will take the lead in offering strategic tax planning, compliance, and advisory services to our discerning clients. This role provides a chance to closely engage with affluent individuals and families, addressing their distinct tax complexities and contributing to their financial prosperity.
Roles and Responsibilities
Qualifications