Jobs
Tax Manager
A growing wealth management firm is seeking a detail-oriented Tax Manager to join our team. We are looking for a professional who combines strong technical expertise in tax…
Industry
Financial Services
Salary
Shared at intake
About the company
A growing wealth management firm in Chicago. Its tax team supports clients with individual, fiduciary, gift, and business tax work, along with long-term wealth and estate planning.
The opportunity
This role requires a proactive communicator who can build trusted client relationships, mentor and oversee team members, and champion process improvements that enhance efficiency and service delivery. We value individuals who stay current on evolving tax regulations, demonstrate exceptional organization and critical thinking, and are committed to continuous professional development.
Key responsibilities
Interact directly with clients to address questions, resolve concerns, and obtain necessary information for tax compliance and strategic planning.
Provide timely, high-quality client service that consistently meets or exceeds expectations of clients and the broader team.
Report updates, concerns, and client developments to senior team members.
Review and finalize tax research projects and develop educational materials for clients and the team.
Review, finalize, and sign individual, gift, and fiduciary tax returns and work papers.
Review and finalize annual tax projections, estimated tax payment calculations, and implementation of recommended tax strategies.
Review, finalize, and present long-term tax and cash flow projections, including identification of tax-reduction strategies for clients and prospects.
Review and finalize responses to IRS and state agency audits, inquiries, and notices; communicate directly with IRS and state agencies as needed.
Stay current on federal and state tax rules and regulations, and ensure adherence to internal processes that maintain quality control of client deliverables.
Train, oversee, and mentor members of your team.
Identify and develop technological and process improvements to enhance efficiency and service delivery.
Maintain a high level of organization with client data and files, tracking financial and tax-related transactions.
Assist with administrative responsibilities supporting team operations, and participate in departmental projects and committees as requested.
Ideal profile
Bachelor’s degree
CPA, JD, or EA required
Prior experience managing a team of associates
Previous experience in the financial services industry a plus
Strong track record of achievement and meeting/exceeding ambitious targets
Excellent verbal and written communication skills
A motivated, self-starter looking for a place to grow your career
Compensation & benefits
Medical, vision, and dental insurance, 401(k), child care support, paid maternity and paternity leave, commuter benefits, tuition assistance, disability insurance, student loan assistance.
How to apply
Three ways to start the conversation.
Send your résumé, book a call, or apply straight from the LinkedIn posting. Whichever route you pick, one person handles your application from first reply to offer.
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About NextPlay Jobs
We believe great recruiting is personal, not transactional. We spent 15 years inside LinkedIn building the tools recruiters use, then built the firm we wished existed. We connect high-performing people with companies where they can make the biggest impact, and one relationship manager stays with you from the first search to the tenth.
Jobs
Tax Manager
A growing wealth management firm is seeking a detail-oriented Tax Manager to join our team. We are looking for a professional who combines strong technical expertise in tax…
Industry
Financial Services
Salary
Shared at intake
About the company
A growing wealth management firm in Chicago. Its tax team supports clients with individual, fiduciary, gift, and business tax work, along with long-term wealth and estate planning.
The opportunity
This role requires a proactive communicator who can build trusted client relationships, mentor and oversee team members, and champion process improvements that enhance efficiency and service delivery. We value individuals who stay current on evolving tax regulations, demonstrate exceptional organization and critical thinking, and are committed to continuous professional development.
Key responsibilities
Interact directly with clients to address questions, resolve concerns, and obtain necessary information for tax compliance and strategic planning.
Provide timely, high-quality client service that consistently meets or exceeds expectations of clients and the broader team.
Report updates, concerns, and client developments to senior team members.
Review and finalize tax research projects and develop educational materials for clients and the team.
Review, finalize, and sign individual, gift, and fiduciary tax returns and work papers.
Review and finalize annual tax projections, estimated tax payment calculations, and implementation of recommended tax strategies.
Review, finalize, and present long-term tax and cash flow projections, including identification of tax-reduction strategies for clients and prospects.
Review and finalize responses to IRS and state agency audits, inquiries, and notices; communicate directly with IRS and state agencies as needed.
Stay current on federal and state tax rules and regulations, and ensure adherence to internal processes that maintain quality control of client deliverables.
Train, oversee, and mentor members of your team.
Identify and develop technological and process improvements to enhance efficiency and service delivery.
Maintain a high level of organization with client data and files, tracking financial and tax-related transactions.
Assist with administrative responsibilities supporting team operations, and participate in departmental projects and committees as requested.
Ideal profile
Bachelor’s degree
CPA, JD, or EA required
Prior experience managing a team of associates
Previous experience in the financial services industry a plus
Strong track record of achievement and meeting/exceeding ambitious targets
Excellent verbal and written communication skills
A motivated, self-starter looking for a place to grow your career
Compensation & benefits
Medical, vision, and dental insurance, 401(k), child care support, paid maternity and paternity leave, commuter benefits, tuition assistance, disability insurance, student loan assistance.
How to apply
Three ways to start the conversation.
Send your résumé, book a call, or apply straight from the LinkedIn posting. Whichever route you pick, one person handles your application from first reply to offer.
About NextPlay Jobs
We believe great recruiting is personal, not transactional. We spent 15 years inside LinkedIn building the tools recruiters use, then built the firm we wished existed. We connect high-performing people with companies where they can make the biggest impact, and one relationship manager stays with you from the first search to the tenth.
Jobs
Tax Manager
A growing wealth management firm is seeking a detail-oriented Tax Manager to join our team. We are looking for a professional who combines strong technical expertise in tax…
Industry
Financial Services
Salary
Shared at intake
About the company
A growing wealth management firm in Chicago. Its tax team supports clients with individual, fiduciary, gift, and business tax work, along with long-term wealth and estate planning.
The opportunity
This role requires a proactive communicator who can build trusted client relationships, mentor and oversee team members, and champion process improvements that enhance efficiency and service delivery. We value individuals who stay current on evolving tax regulations, demonstrate exceptional organization and critical thinking, and are committed to continuous professional development.
Key responsibilities
Interact directly with clients to address questions, resolve concerns, and obtain necessary information for tax compliance and strategic planning.
Provide timely, high-quality client service that consistently meets or exceeds expectations of clients and the broader team.
Report updates, concerns, and client developments to senior team members.
Review and finalize tax research projects and develop educational materials for clients and the team.
Review, finalize, and sign individual, gift, and fiduciary tax returns and work papers.
Review and finalize annual tax projections, estimated tax payment calculations, and implementation of recommended tax strategies.
Review, finalize, and present long-term tax and cash flow projections, including identification of tax-reduction strategies for clients and prospects.
Review and finalize responses to IRS and state agency audits, inquiries, and notices; communicate directly with IRS and state agencies as needed.
Stay current on federal and state tax rules and regulations, and ensure adherence to internal processes that maintain quality control of client deliverables.
Train, oversee, and mentor members of your team.
Identify and develop technological and process improvements to enhance efficiency and service delivery.
Maintain a high level of organization with client data and files, tracking financial and tax-related transactions.
Assist with administrative responsibilities supporting team operations, and participate in departmental projects and committees as requested.
Ideal profile
Bachelor’s degree
CPA, JD, or EA required
Prior experience managing a team of associates
Previous experience in the financial services industry a plus
Strong track record of achievement and meeting/exceeding ambitious targets
Excellent verbal and written communication skills
A motivated, self-starter looking for a place to grow your career
Compensation & benefits
Medical, vision, and dental insurance, 401(k), child care support, paid maternity and paternity leave, commuter benefits, tuition assistance, disability insurance, student loan assistance.
How to apply
Three ways to start the conversation.
Send your résumé, book a call, or apply straight from the LinkedIn posting. Whichever route you pick, one person handles your application from first reply to offer.
About NextPlay Jobs
We believe great recruiting is personal, not transactional. We spent 15 years inside LinkedIn building the tools recruiters use, then built the firm we wished existed. We connect high-performing people with companies where they can make the biggest impact, and one relationship manager stays with you from the first search to the tenth.