What are the responsibilities and job description for the Tax Manager :: Illinois position at IT Resource Hunter?
Tax Manager - High Net Worth
Industry: Accounting
Location: Deerfield, Illinois (Open to Chicago and Downers Grove)
Salary Range: $90,000 - $110,000
Team Size to Manage: 6
Job Type: Full-time
Job Highlights
Must-Have Skills:
Industry: Accounting
Location: Deerfield, Illinois (Open to Chicago and Downers Grove)
Salary Range: $90,000 - $110,000
Team Size to Manage: 6
Job Type: Full-time
Job Highlights
Must-Have Skills:
- CPA designation.
- 5 years of progressive experience with High Net Worth (HNW) clients, with assets ranging from $50 million to $300 million.
- Experience working in a mid-market public accounting firm
- Tax Review: Conduct 100% review of tax returns for:
- Individuals (1040)
- Trusts (1041 and 5227)
- Partnerships (1065)
- Gift (709)
- Charitable Organizations (990-PF)
- S-Corps and C-Corps (1120)
- Client Consulting: Provide consulting, planning, and tax-saving strategies for HNW clients.
- Client Relationship Management: Maintain and develop strong client relationships by delivering high-quality service that exceeds expectations.
- Tax Minimization Strategies: Identify opportunities to minimize tax liabilities and offer additional services to clients.
- Team Management: Assist in managing, training, and developing junior staff.
- Bachelor’s degree in accounting (MST preferred).
- CPA License is required.
- Minimum of 5 years of progressive experience with High Net Worth individuals or family offices, managing assets between $50 million and $300 million.
- Experience from a public accounting firm such as Big 4, Forvis, or Andersen Tax.
Salary : $90,000 - $110,000