Tax Senior/Manager – High Net Worth/Private Client Services

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Chicago, IL
$70,000 - $110,000
Job Type
Direct Hire
Nov 15, 2017
Job ID
Top 15 Tax Firm—Downtown Chicago—Salary Commensurate with Experience
The Sizzle
  • Company focuses on tax only and commit full resources, training, and support to tax teams.
  • Company is growing and high performers will be promoted quickly.
  • Company is small, creating a tight-knit family atmosphere with a great work/life balance.
Note from the Hiring Manager
  • Seniors: 2-4 years’ experience with Top 20 CPA firm or corporate experience.
  • Managers: 4+ years’ experience with Top 20 CPA firm or corporate experience.
Minimum Education & Experience
  • Bachelor’s and/or Master’s Degree required, Accounting, Finance, Economics, or related degree preferred; minimum GPA of 3.0.
  • Advanced credential allowing for client representation before the IRS required (i.e. CPA or JD).
  • Managers: 5+ years’ relevant work experience at accounting or law firm, including 3 years of PCS experience.
  • Possess strong technical knowledge of individual, trust, and partnership income tax planning, consulting, and compliance.
  • Experience with estate and gift tax planning a plus.
  • Leadership and organizational skills.
  • Excellent verbal/written communication and interpersonal skills.
  • Excellent problem solving and analytical skills.
  • Proficient use of technology, including Excel.
Duties & Responsibilities
  • Serve as members of various client service teams.
  • Prepare and review tax returns.
  • Identify client issues and communicate with clients and financial managers.
  • Conduct research on various client issues.
  • Managers supervise and participate in professional growth/development of Associates and Senior Associates.