Tax Manager - HNW Clients (Accounting firm)
Wisen HRDeerfield, IL, United States6 days ago
Job type
- Full-time
Job descriptionCPA license High net worth clients' tax experience in a mid-market public accounting firm 5+ years of experience with High Net Worth clients (asset range $50-$300 mil) Comprehensive insurance plans (medical, disability, life, identity theft, pet) Subsidized caregiving benefit Wellness Challenges with incentives Access to on-site fitness centers / subsidized / low-cost gym memberships Financial Well-being : 401k, profit-sharing, and tuition reimbursement Paid time off, holidays, bereavement, parental leave, and volunteer hours Various incentive programs Employee Perks and Support : Mentorship program Flexible, hybrid work environment. Also open to Chicago and Downers Grove offices Relocation : No
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 :
Benefits :
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Accounting Manager • Deerfield, IL, United States