14 часов назад
Tax Manager - Ultra High Net Worth
95 400 - 180 400$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Tax Manager - Ultra High Net Worth (Taxation): Advising ultra-high-net-worth families and corporate executives on complex income, estate, gift, generation-skipping, philanthropic, retirement, and trust tax planning and compliance with an accent on fiduciary, individual, investment partnership, and multi-state taxation. Focus on managing client engagements, coordinating specialized tax advice, mentoring staff, and developing relationships with clients and professional advisors.
Location: Chicago, United States
Salary: $95,400–$180,400 per year, plus discretionary bonus based on firm and individual performance.
Company
provides professional services to middle-market clients, including complex tax planning and compliance for ultra-high-net-worth families and corporate executives.
What you will do
- Advise ultra-high-net-worth clients on wealth transfer, charitable, retirement, income tax planning, and tax compliance.
- Manage and oversee engagements involving individual, fiduciary, gift, generation-skipping, and estate taxation.
- Collaborate with state and local tax and international tax specialists.
- Provide leadership, training, and career mentorship to staff and supervisors.
- Identify growth opportunities with existing clients and prospects alongside senior leadership.
- Build and maintain relationships with clients, attorneys, other advisors, and internal subject-matter experts.
Requirements
- Bachelor’s degree in accounting or a related business field.
- CPA license in the principal place of business or home state, a licensed J.D., or enrolled agent status.
- At least 5 years of public accounting experience focused on taxation, including recent client engagement management.
- Proficiency in individual, fiduciary, and investment partnership taxation, with knowledge of complex investments and related tax implications, or estate, gift, and generation-skipping transfer taxation.
- Familiarity with multi-state taxation and strong written and verbal communication skills.
- Entry-level candidates requiring current or future visa sponsorship are not eligible.
Nice to have
- LL.M. in Taxation or a Master’s in Taxation.
Culture & Benefits
- Flexible scheduling to help balance personal and professional responsibilities while serving clients.
- Competitive compensation and benefits package.
- Reasonable accommodation is available during the recruiting process for applicants with disabilities.
- Discretionary bonus eligibility based on firm and individual performance.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →
Похожие вакансии
1 день назад
Tax Manager (Real Estate)
92 000 - 146 340$
11 часов назад
Tax Accountant (High Net Worth)
95 000 - 110 000$
9 часов назад
Senior Tax Manager - High Net Worth/FWS (Tax)
20 часов назад
Tax Manager, Private Wealth (Tax)
92 000 - 146 340$
1 день назад
Tax Senior Manager, Private Wealth
142 700 - 214 030$
10 часов назад
Senior Tax Accountant (High Net Worth)
145 000 - 185 000$