Private Client Tax Manager / Senior Manager

Umanist Staffing • Chicago, IL

2d

About The Position

We are seeking an experienced Private Client Tax Manager / Senior Manager to lead tax engagements for high-net-worth (HNW) individuals, families, trusts, estates, and private wealth clients. The ideal candidate will have strong technical expertise in individual and fiduciary taxation, exceptional client relationship skills, and experience managing complex tax engagements within a public accounting environment.

Requirements

• Bachelor's degree in Accounting, Finance, or related field.
• Active CPA license required.
• 7+ years of public accounting tax experience.
• Strong expertise in individual taxation, gift taxation, estate taxation, trust taxation, and private wealth advisory services.
• Strong leadership, communication, and client advisory skills.

Nice To Haves

• Experienced tax professional specializing in HNW and private client services.
• Strong background in public accounting environments.
• Skilled at managing complex tax engagements and client relationships.
• Passionate about mentoring teams and delivering high-quality advisory services.

Responsibilities

• Lead and manage tax engagements for high-net-worth individuals and private wealth clients.
• Review and oversee preparation of individual tax returns, gift tax returns, estate tax returns, and trust tax returns.
• Ensure compliance with federal, state, and local tax regulations.
• Provide technical review and guidance on complex tax matters.
• Develop proactive tax planning strategies for individuals, families, trusts, and estates.
• Provide advisory support related to wealth preservation and tax optimization.
• Research complex tax issues and communicate recommendations to clients.
• Build and maintain trusted relationships with high-net-worth clients.
• Serve as a primary advisor and point of contact for assigned engagements.
• Collaborate with senior leadership on complex client matters.
• Mentor and develop junior tax professionals.
• Review workpapers and provide technical guidance.
• Support team collaboration and continuous improvement initiatives.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior