Senior Tax Manager (REMOTE) - HNW / Pass Throughs - $170-210K

$170,000 - $210,000/Yr

CyberCoders - Chicago, IL

Full-time - Mid Level

Hybrid - Chicago, IL

51-100 employees

Administrative and Support Services

About the position

The Tax Manager/Senior Tax Manager position is a remote role focused on managing tax returns and planning for high net worth individuals and pass-through entities. The role emphasizes a strong work-life balance, offering flexible scheduling and generous paid time off. The firm is a leading CPA firm serving various industries, including real estate, and is looking for experienced professionals to join their growing tax division.

Responsibilities

• Review and manage tax returns, extensions, and tax planning calculations for all entity types, focusing on Individual HNW, Pass-throughs, and/or Real Estate.
• Review financial statements and perform accounting and adjusting entries, bank reconciliations, and client books and records.
• Prepare and review complex tax planning projections for individual and corporate estimated tax liability.
• Manage and monitor client deliverables and due dates.
• Prepare or review complex U.S. and state individual income, gift tax, and estate tax returns.
• Conduct complex tax research and prepare memoranda outlining findings and conclusions.
• Respond to IRS and state agency audits, inquiries, and tax notices.
• Communicate directly with existing clients, colleagues, management, and IRS representatives regarding various tax matters.
• Lead department in knowledge of software, processes, and workflows.

Requirements

• CPA certification required.
• 5-10+ years of relevant tax experience, particularly in individual tax compliance and planning.
• Experience with CS Suite and UltraTax is a plus.
• Tax research experience (RIA) is necessary.
• Experience with gift, estate, and trust returns is preferred.
• Experience in partnership tax is a plus.
• Strong interpersonal skills and a team player attitude.
• Desire and ability to train, mentor, and develop staff.

Nice-to-haves

• Real Estate experience is a plus.
• Outgoing and friendly personality.
• Forward-thinking with a desire to improve and learn.

Benefits

• 5 weeks of PTO
• Fridays off during busy seasons
• 401k Match
• Full Medical, Dental & Vision coverage
• Kind and caring corporate culture
• Excellent career growth opportunity