Private Client Tax Manager

We are looking for a seasoned Private Client Tax Manager to join a client-centered accounting practice serving high-net-worth individuals and families in Lincolnshire, Illinois. This leadership opportunity in Lincolnshire is designed for an accomplished tax professional who enjoys advisory work, engagement oversight, and team development while supporting sophisticated personal, trust, and estate tax matters. The position is suited for someone with deep public accounting tax experience who wants to combine technical expertise with relationship-driven service in the Lincolnshire, IL market.

The Private Client Tax Manager will work closely with affluent clients, delivering customized tax planning strategies and compliance solutions across individual, fiduciary, estate, and gift taxation. This role emphasizes thoughtful client communication, operational efficiency, and mentorship of emerging professionals within the Lincolnshire office. Candidates should have a strong background in public accounting taxation and a desire to lead complex client projects while supporting long-term client success in Lincolnshire, Illinois.

Key Responsibilities

• Direct and oversee high-net-worth client tax engagements, ensuring precision, timeliness, and regulatory compliance within the Lincolnshire, IL practice.
• Provide forward-thinking tax consulting services for individuals, estates, trusts, and gift transfer structures.
• Review and participate in preparation and quality control of complex tax filings and advisory deliverables.
• Build and maintain trusted relationships with clients seeking specialized wealth and tax guidance in Lincolnshire.
• Support team development by coaching staff members, reviewing work products, and sharing technical knowledge.
• Identify opportunities to improve internal processes through effective use of tax technology and workflow tools in Lincolnshire, Illinois operations.
• Collaborate with senior leadership and cross-functional teams to address intricate tax planning challenges.
• Assist clients with strategic planning initiatives, projections, and compliance reporting requirements.

Requirements

• Bachelor’s degree in Accounting, Finance, or a closely related field.
• Active Certified Public Accountant (CPA) license required.
• 7+ years of public accounting tax experience, with preference for prior supervisory or managerial exposure.
• Demonstrated expertise in personal income taxation along with trust, estate, and gift tax compliance and advisory work.
• Strong analytical thinking combined with practical problem-solving ability in client service situations in Lincolnshire.
• Experience delivering customized tax strategies for high-net-worth clients in the Lincolnshire, IL market.
• Excellent communication, organizational, and leadership capabilities.
• Commitment to professional development, industry knowledge, and regulatory awareness.
  

Preferred Experience

• Familiarity with hybrid or office-based collaboration environments in Lincolnshire, Illinois.
• History of mentoring junior professionals and managing client engagement teams.
• Comfort using modern accounting and tax preparation technologies to enhance efficiency.
• Ability to manage multiple client priorities while maintaining high service standards in Lincolnshire.

Benefits

• Health insurance coverage options
• Paid vacation, holidays, and personal time off
• Employer-matched 401(k) retirement program
• Continuing education, certification support, and career advancement opportunities
• Collaborative workplace culture emphasizing professional respect and work-life balance
  

This opportunity is ideal for a tax professional who wants to expand leadership influence, work directly with sophisticated clients, and contribute to a growing practice in Lincolnshire, Illinois.

Apply directly to be considered for immediate review.