Tax Manager / Senior Tax Leader (HNW Individuals) – Chicago, Loop, 1-2 days Hybrid
Join a rapidly scaling, privately held tax and advisory platform, delivering complex tax solutions to high-net-worth individuals. This is a growth hire driven by strong inbound client demand, rather than outbound business development. You will be stepping into sophisticated work with immediate impact and a clear path to leadership.
Responsibilities
- Prepare and review complex HNW/UHNW individual tax returns
- Oversee staff work while remaining hands‑on in execution
- Support onboarding of new clients from a steady referral pipeline
- Advise on tax strategy, planning, and optimization
- Work across complex structures including: multi-entity ownership layers; significant asset bases; unique, high‑judgment tax scenarios
- Partner cross‑functionally to improve workflows and delivery
Qualifications
- HNW / UHNW individual tax experience (not basic 1040 work)
- Proven ability to both prepare and review tax work
- Exposure to complex individual structures (entities, investments, planning strategies)
- Public accounting background preferred (Big 4 + smaller firm or family office ideal)
- Ability to operate in deadline‑driven, fast‑moving environment
- CPA required
What You’ll Enjoy Most
- No heavy BD expectations: inbound client flow already established
- Work on high‑complexity engagements, not repetitive compliance
- Faster path to Partner, advancement not tied to vacancies
- Busy season that is more manageable than Big 4 (~60–65 hours peak)
- Collaborative, execution‑oriented culture: reviewers who do
- Competitive base + performance bonus: $145k‑200k base
- Unlimited PTO + paid holidays
- 401(k) with fully vested match after 1 year
- Company‑paid life and long‑term disability insurance
- HSA, HRA, and FSA options
- Modern office with strong team culture and amenities
- Direct exposure to senior leadership and Partners