Senior Tax Manager - Private Wealth

Job Title: Tax Senior Manager - Private Wealth (HNW/UHNW)

Location: Chicago, IL (Hybrid or On-site Preferred)
Type: Full-time, Permanent

A well-established public accounting firm is seeking a Tax Senior Manager to lead private wealth tax engagements for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.

This is an ideal role for a dynamic tax professional who values mentorship, work-life balance, and high-quality client service—without the brutal hours often seen in public accounting.

If you're passionate about private client tax, strategic planning, and growing as a trusted advisor, this is your next big move.

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  Lead and oversee complex tax engagements focused on HNW individuals, trusts, estates, and investment partnerships

  
  


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  Deliver proactive tax strategies and insights to private clients and family offices

  
  


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  Mentor, train, and guide junior tax staff

  
  


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  Collaborate with Senior Managers and Partners to maintain service excellence

  
  


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  Ensure timely and compliant filings, while building strong client relationships

  
  

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  Bachelor's degree in Accounting, Finance, or related field

  
  


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  Active CPA license

  
  


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  7+ years of tax experience in public accounting

  
  


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  Strong expertise in private client services: estate, gift, trust, and individual tax

  
  


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  Familiarity with investment partnerships and UHNW structures

  
  


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  Excellent leadership, communication, and project management skills

  
  


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  A growth mindset and commitment to continuous development

  
  


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  Preference for candidates open to hybrid or on-site work

  
  

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  Take on a leadership role without sacrificing work-life balance

  
  


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  Join a firm that prioritises mentorship, growth, and client impact

  
  


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  Work with a high-calibre team focused on quality over quantity

  
  

Sound like the next step in your tax career?
Apply now and bring your private client expertise to a forward-thinking team.