Description

Tax Manager / Senior Tax Leader (HNW Individuals)

Location: Chicago (Loop) | Hybrid (1-2 days onsite)

Join a rapidly scaling, privately held tax and advisory platform focused on high-net-worth individuals. This is a growth hire driven by stronginbound demand-not business development. You'll step into complex, high-impact work with a clear path to leadership.

Responsibilities

• Prepare and review complex HNW/UHNW individual tax returns
• Oversee staff while remaining hands-on in execution
• Support onboarding of new clients from an active referral pipeline
• Advise on tax strategy, planning, and optimization
• Navigate complex structures (multi-entity ownership, significant assets, high-judgment scenarios)
• Partner cross-functionally to improve workflows and delivery

Qualifications

• HNW/UHNW individual tax experience (beyond standard 1040 compliance)
• Proven ability to both prepare and review complex returns
• Experience with multi-entity structures and planning strategies
• Broad tax exposure (1040, 1065/1120, trust, gift)
• Public accounting background preferred (Big 4 + PCS / family office ideal)
• Comfortable in a deadline-driven, fast-paced environment
• CPA required

What You'll Enjoy

• No heavy business development expectations (strong inbound pipeline)
• Exposure to complex, high-value work-not repetitive compliance
• Clear path to Partner; advancement based on performance, not openings
• More manageable busy season than Big 4 (~60-65 hours peak)
• Collaborative, execution-oriented culture (hands-on reviewers)

Compensation & Benefits

• Base salary: $145K-$200K + performance bonus
• Hybrid flexibility
• Unlimited PTO + paid holidays
• 401(k) with fully vested match after 1 year
• Company-paid life and long-term disability insurance
• HSA, HRA, and FSA options
• Modern office + strong team culture
• Direct exposure to leadership and Partner group

Equal Opportunity Employer

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Pay Details: $145,000.00 to $200,000.00 per year

Search managed by: Katherine Bowman

Equal Opportunity Employer/Veterans/Disabled

Military connected talent encouraged to apply

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The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance

Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.