Tax Manager
- Northbrook, IL
- $125,000-175,000 per year
- Permanent
- Full-time
With over 70 years of excellence and recognition as a Great Lakes regional leader (Crain’s Chicago Business & Accounting Today, 2020), our firm is dedicated to the success of both our clients and our people. We continue to expand by acquiring forward-thinking firms and investing in top talent, offering clear career paths, significant growth and income potential, and comprehensive benefits—all within a collaborative, people-first culture.The OpportunityPosition: Tax Senior / Supervisor – High-Net-Worth Individuals, Trusts & Estates
Location: Chicagoland (75% remote outside peak seasons)
Path: Direct line to partner; bonus & incentive potentialAs a Tax Senior or Supervisor, you’ll serve as a trusted adviser on sophisticated tax matters for high-net-worth individuals, estates, and trusts. You’ll interact daily with clients, managers, partners, and external advisors, using your expertise to deepen client relationships and uncover new opportunities.What You’ll Do
- Tax Preparation & Review
- Manage the preparation and review of IRS Forms 1040, 1041, 706, and 709
- Client Relationship Development
- Build and maintain strong partnerships with clients, financial advisors, and legal counsel
- Uncover unstated client needs and recommend additional services
- Subject-Matter Expertise
- Act as the in-house trust and estate tax specialist for colleagues and clients
- Present tax strategies and best practices to groups of varying sizes
- Process Improvement
- Design and implement workflow enhancements to boost productivity and consistency
- Internal Collaboration & Referrals
- Educate internal teams on your service capabilities to drive cross-practice referrals
- Education & Credentials
- Bachelor’s degree (Accounting preferred)
- Active credential: CPA, EA, MST, JD, LLM, CTFA, or AEP
- Experience
- 7–10 years in a trusts & estates or high-net-worth tax role at a CPA firm, law firm, trust company, or family office
- Proven track record with Forms 1040, 1041, 706, and 709
- Skills & Mindset
- Exceptional client service and interpersonal skills
- Strong analytical, written, and presentation abilities
- Collaborative attitude and ability to build consensus
- Talent for diagnosing unstated client needs
- 🏆 Award-Winning Culture: “Best Place to Work” honoree
- 📈 Clear Path to Partner: Advancement tied to performance
- 🏠 Flexible/Hybrid Model: 75% remote, with on-site peaks only Jan–Apr 15 and Aug 15–Oct 15
- ☀️ Summer Fridays Off (Memorial Day–Labor Day)
- 🕒 37-Hour Workweeks outside peak season
- 🧘♂️ Work-Life Balance: Generous PTO, holidays, and sick leave
- 💻 Modern, Paperless Office: Cutting-edge technology
- 🚀 Professional Development: Technical & leadership training curriculum
- 👔 Business Casual Dress Code
- 🎉 Firm-Wide Events: Celebrate successes and build camaraderie
- 💼 Comprehensive Benefits: 401(k) matching, health/dental/vision, and more