Job Details

Tax Manager - High Net Worth / Private Client Services

Company name

Organization Type


Job Type


Years of Experience

Min 5 yrs required


Chicago, IL

Date Last Verified

Oct 17,2017

Posted on

Sep 19,2016
Practice Area
Tax >> Tax - General
Trusts and Estates >> Trusts and Estates
Apply for this job
Your Email:
Upload Resume:

146 hits


Tax Manager - High Net Worth / Private Client Services Duties: Serve as members of various client service teams and must possess strong technical knowledge of individual, trust and partnership income tax planning, consulting and compliance. In addition to the preparation and review of tax returns, Tax Managers participate in identifying client issues and communicating with clients and financial managers. Conduct research on various client issues, and supervise Associates and Senior Associates. Participation in the professional growth and development of Associates and Senior Associates is also a key component of Managers’ responsibilities.

Qualification and Experience

Requirements: Bachelor’s and/or Master's degree required; Accounting, Finance, Economics or related degree preferred, minimum GPA of 3.0; Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD Degree); 5+ years relevant work experience with an accounting or law firm, including 3+ years of PCS experience; Leadership and organizational skills; Excellent communication skills, both written and verbal; Exceptional interpersonal skills and a natural facilitator; Excellent problem solving and analytical skills; and Proficient use of technology including MS Excel. Experience with estate and gift tax planning is a plus. Maintain strong written and oral presentation skills.

Additional info

ID: 2016-1900

Company info

Apply Now

Similar Jobs:

Wealth Transfer Senior Manager The candidate work will include: Personal income tax preparation and planning for wealthy individual client’s and their family’s tax needs. Preparation of fiduciary income tax and the planning r...
Corporate Counsel The candidate will function as a member of the corporate law department, handling legal matters which arise from the day to day operations of a growing, complex and dynamic company operating in a highly regulate...
Private Wealth Advisor Director Duties: As the primary point of contact for the prospect and client relationship. Will attract, retain and grow a portfolio of prospect and client relationships by providing a consistently exceptio...