Jun
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June 23, 2025 | Comments Off on Senior Tax Manager – Private Wealth
Job Title: Tax Senior Manager - Private Wealth (HNW/UHNW)
Location: Chicago, IL (Hybrid or On-site Preferred) Type: Full-time, Permanent
Overview:
A well-established public accounting firm is seeking a Tax Senior Manager to lead private wealth tax engagements for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. This is an ideal role for a dynamic tax professional who values mentorship, work-life balance, and high-quality client service-without the brutal hours often seen in public accounting.
If you're passionate about private client tax, strategic planning, and growing as a trusted advisor, this is your next big move.
Key Responsibilities:
Lead and oversee complex tax engagements focused on HNW individuals, trusts, estates, and investment partnerships
Deliver proactive tax strategies and insights to private clients and family offices
Mentor, train, and guide junior tax staff
Collaborate with Senior Managers and Partners to maintain service excellence
Ensure timely and compliant filings, while building strong client relationships
Requirements:
Bachelor's degree in Accounting, Finance, or related field
Active CPA license
7+ years of tax experience in public accounting
Strong expertise in private client services: estate, gift, trust, and individual tax
Familiarity with investment partnerships and UHNW structures
Excellent leadership, communication, and project management skills
A growth mindset and commitment to continuous development
Preference for candidates open to hybrid or on-site work
Why Apply:
Take on a leadership role without sacrificing work-life balance
Join a firm that prioritises mentorship, growth, and client impact
Work with a high-calibre team focused on quality over quantity
Sound like the next step in your tax career? Apply now and bring your private client expertise to a forward-thinking team.