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Our top 20 Public CPA firm is seeking a Tax Manager to join our Private Client Services (PCS) practice. They are looking for a dynamic individual who excels in a progressive setting and demonstrates a commitment to delivering exceptional client services. This role is to be based out of their Elgin, IL office.
1. One of the largest and fastest growing accounting and advisory firms in the industry
2. flexibility to manage your days in support of our commitment to work/life balance
3. Join a culture that has received multiple top “Places to Work” awards
Duties
4. Supervise a team, foster strong client relationships, prospect and contribute to the establishment of a sustainable business. The individual will collaborate closely with Partners in an entrepreneurial environment that values exceptional client service and tax expertise.
5. Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on clients in the financial services sector, such as hedge funds, private equity, and other investment-related individuals.
6. Possess comprehensive knowledge of hedge fund K-1 treatment, as well as a working understanding of trusts, estates, gifts, and charitable entities.
7. Directly engage with clients to deliver innovative tax planning, consulting, and compliance solutions.
8. Take on the primary review of complex tax returns and maintain regular communication with clients.
9. Cultivate and nurture relationships with clients, staff members, and external third-party client vendors.
10. Provide training and supervision to staff members, including reviewing and evaluating their work.
11. Occasional local travel to clients' locations may be required.
12. Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities.
13. Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements.
14. Collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax services.
15. Hold self and direct reports responsible for achieving developmental goals
Basic Qualifications:
16. Bachelor’s Degree in Accounting or equivalent field is required
17. 8+ years of tax compliance, specialization in individual, fiduciary, estate and gift taxation
18. Recent Public Accounting experience
19. CPA or IRS Enrolled Agent Certification required
Preferred/Desired Qualifications:
20. Master’s Degree in Taxation or relevant field
21. Experience using GoSystems or CCH Axcess tax software
The Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operating within a culture where we hold each other accountable to our standards of teamwork, creativity, and a genuine care for each other, we not only solve our clients’ problems, but offer proactive solutions for the future.
About the firm
Our client is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world.
Client book is as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. They are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.
Our full-time positions also offer a competitive benefits package that includes:
22. Medical, dental, vision, life, and disability insurance
23. 401(k) Retirement Plan
24. Flexible Spending & Health Savings Account
25. Paid holidays, vacation, and sick time
26. Employee assistance program and other firm benefits.