Demo

Tax Manager - High Net Worth Clients

KB Hiring
Deerfield, IL Full Time
POSTED ON 2/16/2025
AVAILABLE BEFORE 5/14/2025

Job Description

Job Description

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.

Salary : $50

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