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Vertex Planning Partners, LLC

tax

Pay: Not specified

Posted: 04/10/2026

Location: Hinsdale, IL (Remote)

Last Updated: 2 weeks ago

Hours: Full-Time

Expires: 9/16/2026

Job Description

Job Title:

Tax Manager up to

Tax DirectorLocation:

Hybrid Preferred but can

RemoteEmployment Type:

Full-TimeRequirements:

Must 7-15+ years of public accounting experience,

Mostly HNW Experience and Active CPASalary:

$140-200+ 20-30% Bonus + Business Development BonusAbout the

Opportunity:

We are partnering with a growing small-to-mid-sized wealth management firm that serves a sophisticated client base of high-net-worth individuals and closely held businesses. Their clients are primarily in real estate, construction, professional services, and manufacturing industries.

This firm is known for its tight-knit, family-oriented culture and a team of entrepreneurial, proactive professionals who thrive on collaboration and innovation. They offer a unique environment where your ideas are valued and your impact is visible.

Why This Role Stands Out:

Reduced hours with highly competitive compensationStrong work-life balance without sacrificing earning potentialClose collaboration with experienced advisors and leadershipOpportunity to work with complex, high-net-worth tax scenariosEntrepreneurial culture with autonomy and flexibility

Key Responsibilities:

Develop and implement proactive tax planning strategies for high-net-worth individuals and business ownersAnalyze financial and tax data to identify planning opportunitiesCollaborate with advisors on entity structuring, income tax strategies, and long-term planningProvide guidance on tax implications related to real estate investments, business operations, and wealth transferStay current on tax law changes and communicate impacts to clients and internal teamsQualificationsCPA, EA, or equivalent experience preferredStrong background in tax planning - not just compliance, more advisory focusedExperience working with high-net-worth individuals and/or closely held businessesFamiliarity with industries such as real estate, construction, professional services, or manufacturing is a plusEntrepreneurial mindset with strong problem-solving skillsExcellent communication and client-facing abilitiesIf you meet he job requirements and are interested, please email your resume to Kiefer.

Cundy@cybercoders.com