Tax Manager - Wealth Management

Location: Chicago, IL; Grand Rapids, MI; or Southfield, MI, United States. The firm follows a principally in-person Workplace for Your Day model with flexibility determined with the supervisor and team; regional and occasional overnight client and firm travel may be required.

Salary: $97,500–$168,000 base salary, depending on geography, experience, education, responsibilities, and other factors.

Company

hirify.global is an audit, tax, consulting, and wealth management firm with a focus on professional development, inclusion, and client service.

What you will do

• Manage tax planning with clients and advisory teams to support wealth management objectives.
• Manage and review federal, foreign, state, and local tax returns, estimated payments, extensions, and audits for high-net-worth and family office clients.
• Support estate planning and wealth transfer projects, determine tax objectives and methodology, and advise on the broader impact of client decisions.
• Identify tax solutions, credits, and opportunities arising from tax law changes, using CCH Axcess and other technology.
• Manage engagement billing, realization, collections, and overall economic responsibilities.
• Build client relationships, support proposals and sales calls, and supervise and develop engagement teams.

Requirements

• 5+ years of experience in public accounting.
• Bachelor’s degree in Accounting.
• CPA or Bar License required.
• Required experience with high-net-worth individuals, S-corporations, C-corporations, partnerships, LLCs, trusts, and private foundations, with emphasis on high-net-worth individuals.
• Sophisticated knowledge of fiduciary and estate tax planning and compliance.
• Must be legally authorized to work in the United States without sponsorship, except qualified candidates bilingual in Japanese and English or Chinese and English.
• Availability for regional client travel, including some overnight stays, and possible overnight travel for firm-wide trainings and events.
• This is an exempt position and may require work exceeding 40 hours per week.

Culture & Benefits

• Professional development through the CORE training program and opportunities for mentoring, recruiting, internal training, and thought leadership.
• Flexible Time Off and predetermined holidays.
• Health, dental, vision, disability, and life insurance for eligible staff.
• 401(k), flexible benefits plans, and discretionary bonus plan for eligible staff.
• Business-related travel, lodging, and meal reimbursement; pension plan available for eligible administrative and paraprofessional staff.
• Inclusive, diverse, drug-free workplace with a principally in-person but flexible working model.

Hiring process

• Submit a resume through the applicant tracking system.
• Only candidates selected for interviews will be contacted.
• Applicants may redact age, date of birth, and educational attendance or graduation dates from submitted documents under Colorado’s Job Application Fairness Act.