Tax Manager | High-Net-Worth & Family Office

Solid Rock Recruiting • Chicago, IL

5d

About The Position

Solid Rock Recruiting is partnering with an established public accounting firm in the western Chicago suburbs to hire a Tax Manager focused on high-net-worth individuals, family offices, and complex tax planning. The opportunity may suit someone transitioning from a larger national or regional accounting firm to a more personalized, mid-sized firm environment.

The role serves high-net-worth individuals, families, business owners, and private clients with complex investment portfolios, ownership structures, and tax considerations. It includes sophisticated tax compliance and planning, client advisory, engagement management, tax return review, and support for international tax matters and foreign reporting when applicable. The Tax Manager will also help develop junior tax professionals and collaborate with firm leadership on complex tax matters and strategic planning opportunities.

Requirements

• 7+ years of relevant tax experience, preferably in public accounting.
• Strong experience working with high-net-worth individuals and complex individual tax returns.
• Experience with individual, partnership, and trust taxation.
• Experience managing client engagements and reviewing tax returns.
• Strong technical tax knowledge and communication skills.
• Ability to work collaboratively in a client-focused public accounting environment.

Nice To Haves

• Previous family office or private-client services experience.
• Exposure to international taxation, cross-border issues, or foreign reporting.
• CPA designation.

Responsibilities

• Manage and review complex individual, trust, and partnership tax returns.
• Provide tax planning and advisory services to high-net-worth individuals, families, and business owners.
• Work with clients who have complex investment portfolios, ownership structures, and tax considerations.
• Handle sophisticated tax compliance and planning engagements.
• Assist clients with international tax matters and foreign reporting requirements when applicable.
• Build and maintain strong client relationships.
• Review work prepared by tax associates and senior staff.
• Mentor and develop junior tax professionals.
• Collaborate with firm leadership on complex tax matters and strategic planning opportunities.

Benefits

• Opportunity to work in a more personalized environment at an established public accounting firm.
• Work with sophisticated high-net-worth and family office clients.
• Exposure to a broad range of complex tax matters.
• Opportunity to build meaningful, long-term client relationships.
• Work closely with experienced tax professionals and firm leadership.
• Competitive compensation based on experience and technical expertise.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed