Our client, a large and respected accounting firm, is looking for a Senior Tax Manager/Principal for HNWI in their Tax services area. In this role, you'll oversee strategy and compliance for complex federal and multi-state tax returns for high-net-worth individuals, partnerships, S-corporations, trusts, estates, and gift tax filings. Location: REMOTE Full time, direct hire Salary: $150-250k+ depending on manager/principal level Responsibilities: Provide exceptional customer service to high-net-worth (HNW) individuals, multi-generational families, trusts, estates, etc. Consult and offer comprehensive tax planning to meet client goals; ensuring clients are making well informed financial decisions. Oversee and review complex federal and multi-state tax returns for individuals, partnerships, S-corporations, trusts, estates, and gift tax filings (Forms 1040, 1041, 1065, 709, 706) Ensure tax strategies are compliant while reducing liabilities and optimizing financial outcomes Represent clients in federal and state tax audits Grow and lead a successful team of tax professionals and staff accountants Requirements: 8-10+ years' experience in public accounting Demonstrated expertise with high net worth and relaxed entity taxation Experience managing teams and workflows CPA Bachelor's in accounting; Master's in Taxation a plus
Senior Manager, High Net Worth Tax • Chicago, IL, United States
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