Private Client Tax Manager

We are seeking a seasoned Private Client Tax Manager in Buffalo Grove, IL. This full-time role offers the chance to work with high-net-worth clients while maintaining a healthy work-life balance, even during peak tax season. The ideal candidate is an ambitious, detail-oriented tax professional ready to lead engagements, mentor junior staff, and deliver exceptional advisory services in the private wealth sector. Candidates should have 7+ years of public accounting tax experience, a CPA license, and a strong background in individual, trust, estate, and gift tax compliance and planning.

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

Key Responsibilities

• Lead tax engagements for high-net-worth clients, ensuring timely and accurate delivery.
• Develop strategic tax recommendations while maintaining compliance with federal and state regulations.
• Serve as a trusted advisor, building and maintaining strong client relationships.
• Mentor and guide junior staff, fostering professional growth and knowledge sharing.
• Collaborate with senior leadership to resolve complex tax issues efficiently and creatively.
• Utilize technology to optimize internal workflows and client-facing processes.
• Oversee the preparation, review, and execution of Individual, Trust, Estate, and Gift tax returns.
• Communicate clearly with clients and team members to exceed expectations.

• Bachelor’s degree in Accounting, Finance, or a related field.
• CPA certification with an active license.
• Minimum of 7 years of public accounting tax experience; 1+ year in a senior managerial capacity preferred.
• Expertise in Individual, Gift, Estate, and Trust tax compliance and advisory.
• Proven experience delivering tax planning and solutions for high-net-worth clients.
• Strong problem-solving, initiative, and collaboration skills.
• Excellent project management and leadership abilities with a client-focused approach.
• Commitment to ongoing professional development and learning.

Preferred Qualifications

• Comfortable working in a hybrid or in-office setting in Buffalo Grove, IL.
• Experience mentoring staff and leading complex client engagements.
• Proficiency with technology tools to enhance workflow efficiency.
• Ability to manage multiple priorities and meet deadlines under pressure.

• Health insurance
• Paid time off and holidays
• 401(k) retirement plan with company match
• Opportunities for professional growth, continuing education, and mentorship
• Supportive, collaborative culture that prioritizes work-life balance
  

This is an excellent opportunity for a tax professional eager to expand leadership skills, work closely with high-net-worth clients, and thrive in a dynamic team environment in Buffalo Grove.

Apply directly to be considered for immediate review.