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14 часов назад

Tax Manager - Ultra High Net Worth

95 400 - 180 400$
Формат работы
onsite
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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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

hirify.global 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.

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