Private Client Tax Manager

We are seeking an experienced Private Client Tax Manager in Lincolnshire, IL with a competitive salary of $160,000 – $200,000 per year. This full-time position offers the opportunity to work with high-net-worth clients while maintaining a healthy work-life balance—even during busy tax season. The role is ideal for a tax professional who is ambitious, curious, and eager to lead engagements, mentor junior staff, and provide exceptional client service in the private wealth and high-net-worth sector. Candidates should have at least 7 years of public accounting tax experience, CPA certification, and a proven track record in individual, trust, estate, and gift tax compliance and advisory services.

Based in Lincolnshire, this position offers flexibility with hybrid or in-office schedules and emphasizes professional development, technology-driven efficiency, and collaboration with senior leadership. This is a hands-on leadership role where you will make a meaningful impact on client relationships and firm operations.

Key Responsibilities

• Lead tax engagements for high-net-worth clients, balancing urgency with accuracy.
• Develop proactive tax strategies and recommendations, ensuring compliance with federal and state regulations.
• Maintain and grow client relationships, serving as a trusted advisor on complex tax matters.
• Mentor and guide junior staff, supporting professional growth and knowledge transfer.
• Collaborate with senior management to resolve complex tax issues creatively and efficiently.
• Leverage technology to streamline internal and client-facing processes, improving workflow and service delivery.
• Participate in planning, review, and execution of Individual, Trust, Estate, and Gift tax returns.
• Communicate clearly with clients and team members, ensuring expectations are met and exceeded.

• Bachelor’s degree in Accounting, Finance, or a related discipline.
• CPA certification with active license.
• 7+ years of tax experience in public accounting; 1+ year in a senior managerial role preferred.
• Expertise in Individual, Gift, Estate, and Trust income tax compliance and advisory.
• Proven experience providing tax planning and solutions to high-net-worth clients.
• Strong initiative, problem-solving skills, and ability to work collaboratively.
• Exceptional project management and leadership skills with a client-focused mindset.
• Commitment to ongoing learning and professional development.

Preferred Qualifications

• Comfort working in a hybrid or in-office environment in Lincolnshire, IL.
• Experience mentoring staff and leading complex client engagements.
• Knowledge of technology tools to enhance workflow efficiency.
• Demonstrated ability to balance multiple priorities and meet deadlines under pressure.

• $160,000 – $200,000 per year
• Health insurance
• Paid time off and holidays
• 401(k) retirement plan with company match
• Opportunities for professional growth, continuing education, and mentorship
• Collaborative, supportive culture that values work-life balance
  

This role is perfect for a tax professional who is eager to grow their leadership skills, work closely with high-net-worth clients, and be part of a dynamic team in Lincolnshire.

Apply directly to be considered for immediate review.