Tax Senior Manager - Private Client Services

Tax Senior Manager - Private Client Services

Location: Chicago, IL

Overview

A large national accounting, tax and advisory firm is seeking a Tax Senior Manager for its private client services practice in Chicago. You will oversee tax planning and compliance for ultra-high-net-worth individuals and families, with an emphasis on clients in financial services such as hedge funds and private equity, while supervising a team and contributing to business development.

Responsibilities

• Oversee tax planning and compliance for ultra-high-net-worth individuals and their families
• Apply comprehensive knowledge of hedge fund K-1 treatment and a working understanding of trusts, estates, gifts and charitable entities
• Deliver tax planning, consulting and compliance solutions directly to clients
• Perform primary review of complex tax returns and maintain regular client communication
• Train, supervise and evaluate staff
• Pursue new client relationships and participate in client seminars
• Stay current on tax law changes and apply them to engagements

Qualifications

• Bachelor's degree in Accounting or equivalent
• 10+ years of progressive tax experience serving high-net-worth individuals, including 8+ years of complex individual and business tax compliance
• Recent public accounting experience
• CPA or IRS Enrolled Agent required
• Master's in Taxation, business development experience and GoSystem or CCH Axcess experience preferred

If you are interested in connecting further about this opportunity or other public accounting opportunities, please apply here or email me directly at austin.eppard@gogpac.com or call/text (605) 872-5131.