Wisen HR
Tax Manager - HNW Clients (Accounting firm)
Wisen HR, Deerfield, Illinois, United States, 60063
About the job Tax Manager - HNW Clients (Accounting firm)
A mid-sized accounting firm committed to providing exceptional client accounting services is currently recruiting a talented individual to join their team as a
Tax Manager - HNW Clients.
Reports to:
Senior Tax Manager - HNW
Key responsibilities:
100% review of tax returns for Individuals (1040), Trusts (1041 and 5227), Partnerships (1065), Gift (709), Charitable Organizations (990-PF) and S and C-corps (1120).Provide consulting, planning, and tax-saving strategies to clients.Develop and maintain client relationships by providing high quality service that exceeds clients expectations.Recognize and develop ways to minimize tax obligations by offering clients additional services.Assist with managing, training, and developing staff.Manage a team of 6.Key experience and skills:
CPA licenseHigh net worth clients' tax experience in a mid-market public accounting firm5+ years of experience with High Net Worth clients (asset range $50-$300 mil)Benefits:
Comprehensive insurance plans (medical, disability, life, identity theft, pet)Subsidized caregiving benefitWellness Challenges with incentivesAccess to on-site fitness centers/subsidized/low-cost gym membershipsFinancial Well-being:401k, profit-sharing, and tuition reimbursementPaid time off, holidays, bereavement, parental leave, and volunteer hoursVarious incentive programsEmployee Perks and Support:Mentorship programFlexible, hybrid work environment.Also open to Chicago and Downers Grove officesRelocation: No
A mid-sized accounting firm committed to providing exceptional client accounting services is currently recruiting a talented individual to join their team as a
Tax Manager - HNW Clients.
Reports to:
Senior Tax Manager - HNW
Key responsibilities:
100% review of tax returns for Individuals (1040), Trusts (1041 and 5227), Partnerships (1065), Gift (709), Charitable Organizations (990-PF) and S and C-corps (1120).Provide consulting, planning, and tax-saving strategies to clients.Develop and maintain client relationships by providing high quality service that exceeds clients expectations.Recognize and develop ways to minimize tax obligations by offering clients additional services.Assist with managing, training, and developing staff.Manage a team of 6.Key experience and skills:
CPA licenseHigh net worth clients' tax experience in a mid-market public accounting firm5+ years of experience with High Net Worth clients (asset range $50-$300 mil)Benefits:
Comprehensive insurance plans (medical, disability, life, identity theft, pet)Subsidized caregiving benefitWellness Challenges with incentivesAccess to on-site fitness centers/subsidized/low-cost gym membershipsFinancial Well-being:401k, profit-sharing, and tuition reimbursementPaid time off, holidays, bereavement, parental leave, and volunteer hoursVarious incentive programsEmployee Perks and Support:Mentorship programFlexible, hybrid work environment.Also open to Chicago and Downers Grove officesRelocation: No