Senior Manager - HNWI - CPA, Trust, Estate

We are a local full service CPA in the north Chicago area and have been in business for 80 years.

What You Will Be Doing

Direct tax compliance and consulting services for multi-generational family and private-equity backed businesses through to owner-managed and fast-growing start-ups; provide analyses of financial, gift, estate, and income tax issues for ultra-high net-worth individuals and families
Establish meaningful rapport with sophisticated clients to gain their confidence, gaining an intimate knowledge of their lives/objectives so as to be able to anticipate their needs and respond quickly to demanding clients' various requests
Build, manage, direct, and monitor multiple client engagements teams while maintaining active communication with clients in an effort to manage expectations and help ensure client satisfaction
Handle billing/wip management
Help develop Senior and Staff accountants both technically and professionally through their career

What You Need for this Position

At least 12 years in public accounting with an emphasis in taxation
Ideally already experienced in a Sr Manager position, managers are encouraged to apply
Expertise with HNWI, Trust, Estate tax
Ability to work on site twice a week
CPA license
M.S. in Taxation is preferred

What's In It for You

Competitive base pay ($160k- $200k) DOE
Partner Track
Unlimited PTO
Annual Bonus
401k with match
and more

Benefits