Tax Manager - High Net Worth

KSM • Chicago, IN

1d • Onsite

About The Position

KSM is one of the top 50 largest independent advisory, tax, and audit firms in the United States, distinguished by its people and culture. The firm fosters a workplace where careers and personal lives can thrive, offering flexibility, resources for growth, and a supportive team. KSM has been employee-owned since 2001, promoting a culture of collaboration, curiosity, and excellence where new ideas and diverse perspectives are valued. The firm encourages team members to expand their skills, tackle new challenges, and make an impact, providing resources and support for individual growth. At KSM, contributions are valued by the firm, colleagues, clients, and communities across the U.S., making it a place for meaningful work and lasting relationships.

Requirements

• A minimum of five years of experience in accounting and tax, demonstrating a progression in complexity, scope and number of engagements managed.
• Must be a member in good standing with the American Institute of Certified Public Accountants.
• Bachelors or Master's degree in accounting
• Strong attention to detail and accuracy
• Exceptional organizational skills
• Strong written and verbal communication skills
• Client (internal and external) service oriented
• Creative and persistent problem solver
• Ability to handle sensitive situations and confidential information
• Flexible and adaptable
• Ability to coordinate and maintain follow-up on a number of projects simultaneously
• Ability to prioritize changing workloads
• Ability to work independently, exercise good judgment and be resourceful

Responsibilities

• Provide tax compliance and advisory services to High-Net-Worth Individuals, multi-state fillings, and complex tax matters
• Maintains contact with clients throughout the year; possesses thorough knowledge of the client and all facets of client's business.
• Plans, schedules and staffs engagements using firm policies and procedures.
• Supervises staff and provides on-the-job training; reviews tax returns and related work papers prepared by staff including performance evaluations.
• Anticipates problem areas of engagement and develops procedures to address those problem areas; keeps supervisors informed of important developments and recommends solutions.
• Communicates progress of engagements, problems and resolutions to client through written and oral correspondences.
• Prepares invoices to clients, communicates details of fees to clients and assists in collection of overdue accounts.
• Maintains knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate.
• Performs supervisory reviews of all tax returns and governmental tax examinations of complexity.
• Assumes tax preparation responsibility for the more complex business returns.

Benefits

• employee-owned since 2001, giving every team member a stake in our collective success
• flexibility to manage your time
• resources to grow
• support to help you grow

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Number of Employees: 251-500 employees