Tax Manager, CPA Firm
Selby Jennings has partnered with a mid-sized CPA firm with multiple offices in the Greater Chicago area. Their Tax team is looking to scale up with new Managers, in either Generalist or HNW focuses. These opportunities are full-time, direct-hire and operate in a hybrid work model.
Qualifications:
- Bachelor's degree in accounting, MST preferred.
- CPA License required.
- Generalist: 5+ progressive YOE in public accounting at a mid-market firm
- HNW: 5+ progressive YOE with a focus on HNW individuals or family office average asset range $50-300M
- Must have daily access to reliable transportation for travel to and from client locations and our offices in both Chicago and the surrounding suburbs.
Responsibilities:
- Generalist: 100% Review of tax returns for Partnerships (1065), S and C-corps (1120), Individuals (1040), and others
- HNW: 100% review of tax returns for Individuals (1040), Trusts (1041 and 5227), Partnerships (1065), Gift (709), Charitable Organizations (990-PF) and S and C-corps (1120)
- Provide consulting, planning, and tax-saving strategies to clients
- Develop and maintain client relationships by providing high-quality service that exceeds clients' expectations.
- Recognize and develop ways to minimize tax obligations by offering additional services to clients
- Assist with managing, training, and developing staff
Benefits:
- Comprehensive benefit package and defined PTO
- Parental leave
- 8 hours of volunteer time
- CPA exam incentives
- Tax season meals/allowances
- Opportunities for reduced work schedules
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