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Senior Manager / Principal - High Net Worth Individuals
Strategic EmploymentChicago, IL, United States
30+ days ago
Job type
Full-time
Job description
Our client, a large and respected accounting firm, is looking for a Senior Tax Manager/Principal for HNWI in their Tax services area.
In this role, you’ll oversee strategy and compliance for complex federal and multi-state tax returns for high-net-worth individuals, partnerships, S-corporations, trusts, estates, and gift tax filings.
Location: REMOTE Full time, direct hire Salary: $150-250k+ depending on manager/principal level
Responsibilities:
Provide exceptional customer service to high-net-worth (HNW) individuals, multi-generational families, trusts, estates, etc.
Consult and offer comprehensive tax planning to meet client goals; ensuring clients are making well informed financial decisions.
Oversee and review complex federal and multi-state tax returns for individuals, partnerships, S-corporations, trusts, estates, and gift tax filings (Forms 1040, 1041, 1065, 709, 706)
Ensure tax strategies are compliant while reducing liabilities and optimizing financial outcomes
Represent clients in federal and state tax audits
Grow and lead a successful team of tax professionals and staff accountants
Requirements:
8-10+ years’ experience in public accounting
Demonstrated expertise with high net worth and relaxed entity taxation
Experience managing teams and workflows
CPA
Bachelor's in accounting; Master’s in Taxation a plus