Tax Manager - Individual Tax (Internal Tax Team)

NorthPoint Search GroupChicago, IL
13dRemote

About The Position

We are seeking a Tax Manager – Individual Tax Services to deliver high-quality compliance, planning, and consulting services to internal clients. This role is ideal for a seasoned individual tax professional seeking career growth without the pressures of a traditional tax busy season. You will serve as a trusted advisor to approximately 75 clients, lead multiple engagements, build technical expertise, and mentor team members in a collaborative, growth-oriented environment.

Requirements

  • Bachelor’s degree in Accounting, Law, or related business discipline; Master’s or advanced degree preferred.
  • CPA or EA required.
  • 8+ years of experience in individual tax return review and planning for high-net-worth individuals.
  • Multi-state individual tax compliance experience, including composite, withholding, and pass-through entity tax.
  • Experience providing federal tax compliance and consulting services in a professional services environment.
  • Strong analytical, organizational, project management, and communication skills.
  • High proficiency with CCH Axcess, PDFlyer, and Microsoft Office Suite.
  • Eligibility to work in the U.S. without sponsorship preferred.

Nice To Haves

  • 2+ years of supervisory, mentoring, or team leadership experience preferred.

Responsibilities

  • Provide individual tax compliance, planning, and consulting services to internal clients.
  • Review complex individual tax returns and all supporting documentation.
  • Lead multiple engagements delivering proactive, strategic tax planning.
  • Apply new technical developments to complex situations to enhance client service.
  • Serve as the primary point of contact for approximately 75 clients.
  • Participate in firm-wide learning programs and invest in ongoing professional development.
  • Support team development through mentoring, coaching, and knowledge sharing.

Benefits

  • Competitive compensation with benefits.
  • Exceptional flexibility
  • Meaningful client relationships
  • Long-term upward career trajectory
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