Senior Tax Manager - Private Client Services

Senior Tax Manager - Private Client Services

Join our top-tier public CPA firm as a Senior Tax Manager in our Private Client Services division, based out of Elgin, IL. In this role, you'll leverage your expertise in tax management to lead a dedicated team tasked with delivering premium tax services to a diverse and sophisticated client base. Ideal candidates are dynamic, proactive leaders committed to fostering a culture of excellence and client satisfaction. This position promises not only career development but also the opportunity to help high net worth individuals and prominent businesses achieve their financial objectives through strategic tax planning and compliance.

Salary: $120,000.00 - $150,000.00 per year

Essential Duties and Responsibilities:

• Lead the training, supervision, and professional development of associates and seniors within the firm.
• Oversee the preparation and review of tax returns for individuals, partnerships, corporations, and other entities, ensuring accuracy and regulatory compliance.
• Build and maintain impactful relationships with clients while managing team interactions and firm leadership communications.
• Develop specialized knowledge pertinent to the firm's niches and spearhead new initiatives to meet evolving market needs.
• Ensure diligent management of time and billing for your team, fostering accountability and efficiency.
• Undertake comprehensive client business analyses and lead task completion to adhere to client deadlines effectively.
• Engage in business development activities, including client seminars and networking events, to enhance client acquisition and firm growth.
• Maintain updated knowledge of changing tax laws and accounting standards to continually improve service delivery and client consultations.
• Collaborate with other tax professionals within the firm to ensure a synergistic approach to client service across different branches.
• Set and enforce developmental goals for self and direct reports, ensuring alignment with the firm's strategic objectives.
• Provide mentorship and coaching to junior team members to cultivate a skilled and knowledgeable workforce.
• Participate actively in professional development programs and activities to continuously enhance technical and industry-specific expertise.

Minimum Position Qualifications:

• Bachelor's Degree in Accounting or a related field.
• At least 4 years of experience in tax compliance and/or consulting.
• CPA or IRS Enrolled Agent Certification.

Preferred Qualifications:

• Master's Degree in Taxation or a comparable field.
• Over 1 year of management experience in a tax-related role.

Skills:

• Strong leadership and team management capabilities.
• Advanced knowledge of tax laws, compliance issues, and industry regulations.
• Exceptional interpersonal and communication skills, essential for client interaction and team collaboration.
• Ability to manage multiple projects with precision and attention to detail.
• Proven track record in achieving significant tax planning and compliance results.

Benefits:

• Medical, dental, vision, life, and disability insurance.
• 401(k) Retirement Plan with company match.
• Flexible Spending & Health Savings Account options.
• Generous paid holidays, vacation, and sick time allocations.
• Access to an employee assistance program and additional firm-provided benefits.