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Tax Manager (Wealth)

Job Juncture

This is a Full-time position in Chicago, IL posted January 10, 2021.

nn Opportunity Description (Tax Manager): nn Instruct clients and Senior Wealth Advisors on tax-related issues.

Deliver exceptional, high-quality work and best in class services to high-net-worth clients while collaborating with wealth management team members.

Proactively plan for high-net-worth clients on all relevant topics.

Act as a trusted advisor to our clients, to maximize client engagement and fulfillment.

Assess and prepare uncomplicated and intricate federal and state income tax returns for individuals, trusts, and businesses.

Research the implications of tax laws and recent tax legislation.

Keep all staff in the firm apprised of fluctuations and developments in the taxation area Communicate with Senior Wealth Advisors regarding tax returns and strategic tax planning.

n n nnTax Managernn nn Summary nn nnAn expanding wealth management firm is seeking a talented Tax Manager.

This opportunity is for an individual with experience leading and supervising multiple tax engagements while delivering exceptional tax services to high-net-worth clientele in a well established and successful RIA.nn nn Requirements: nn nn Position Requirements: nn nnTax Managernn Bachelor’s degree in Accounting or other related fields CPA license Proficiency preferred in leading tax software Vast experience in Trust tax returns a must.

Strongly prefer familiarity in foreign tax issues for expats as well.

Minimum six (6) years prior experience in public accounting (tax manager or above) supervising the completion of complex tax matters.

Capability to multitask and prepare returns for over 350 clients Well-rounded in supporting high-net-worth individuals and businesses and intricate tax matters that are associated with those clients

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