As the Private Wealth Services Tax Manager, you'll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth, closely held business and family business clients all with the resources, environment, and support to help you excel. You'll collaborate with the Private Wealth Services Tax team and make recommendations on return preparation and tax savings opportunities, focusing on accuracy, quality and client service because together is how we succeed. From day one, you'll be empowered by high quality tools and resources to thrive in your role to meet client needs, deliver high-value solutions, and help you achieve more, confidently.
Your day-to-day may include:
You have the following technical skills and qualifications:
Job Identification 114571
Job Category Specialty Tax - Personal Financial Services
Posting Date 03/06/2026, 08:12 PM
Degree Level Bachelor's Degree
Job Schedule Full time
Locations Houston, TX, United States
Private Wealth Services Tax Manager • Chicago, IL, United States
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