Global Placement Firm
Tax Manager - High Net Worth Clients
Global Placement Firm, Deerfield, Illinois, United States, 60063
Excellent company looking to add a successful Tax Manager - High Net Worth Professional to their team!
***Hybrid position working with our team in Downers Grove and Chicago***
How You Will Contribute:
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 client's expectations.Recognize and develop ways to minimize tax obligations by offering clients' additional services.Assist with managing, training, and developing staff.About YOU!
Bachelor's degree in accounting, MST preferred.CPA License required.5+ progressive years of experience with a focus on HNW individuals or family office average asset range $50mil - $300 mil. Experience from a public accounting firm. (i.e. Big 4, Forvis and Andersen Tax)
MUST HAVE:
CPA designationHigh net worth clients' tax experience in a mid-market public accounting firm (Big 4, Forvis, Andersen Tax)
***FULL BENEFITS OFFERED***
***Hybrid position working with our team in Downers Grove and Chicago***
How You Will Contribute:
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 client's expectations.Recognize and develop ways to minimize tax obligations by offering clients' additional services.Assist with managing, training, and developing staff.About YOU!
Bachelor's degree in accounting, MST preferred.CPA License required.5+ progressive years of experience with a focus on HNW individuals or family office average asset range $50mil - $300 mil. Experience from a public accounting firm. (i.e. Big 4, Forvis and Andersen Tax)
MUST HAVE:
CPA designationHigh net worth clients' tax experience in a mid-market public accounting firm (Big 4, Forvis, Andersen Tax)
***FULL BENEFITS OFFERED***