Tax Manager- Wealth Management
Job Description
My client, a small and growing wealth advisory firm in Chicago, is seeking a Tax Manager to lead a newly formed tax services group. The Tax Manager will form and grow an internal tax department which will be integral to their client service offerings.
Position Summary:
• Review and finalize federal and state individual, fiduciary, partnership, S-Corporation, and gift tax returns and prepare these types of returns for more complex clients.
• Prepare tax planning projections for individuals and trusts as well as direct staff on client tax planning matters.
• Analyze and respond to notices from IRS and state agencies.
• Train staff on input and review of income tax returns. Develop dedicated tax staff to grow the department.
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Job Requirements
Requirements:
• 7+ years experience preparing and reviewing complex federal and state individual, fiduciary and partnership returns.
• Bachelor’s degree in Accounting, Finance or Economics, as well as a CPA and/or advanced degree in taxation.
• Exposure to investment partnership K-1 Schedules and multi-state non-resident income tax returns.
• Experience preparing and/or reviewing S-Corporation, gift tax, and estate tax returns.
• Experience with estate administration is a plus.
• Strong professional communication skills.
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