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High Net Worth Tax Senior
Job
DHJJ
Remote
$97,500 Salary, Full-Time
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Job Description
Job Title:
Tax Senior - High Net Worth (Hybrid)Location:
Naperville, ILFirm:
Mid-Sized Regional CPA FirmSalary:
$85,000 - $110,000 + BonusAbout UsAre you tired of the Big 4 "grind" but still want to work on complex, high-level technical projects? Join one of Chicago's premier mid-sized regional firms. We offer the sophisticated client base of a national firm with the culture, visibility, and work-life balance of a boutique practice. We believe in "quality over quantity," ensuring our team has the breathing room to provide exceptional service without burning out.The RoleWe are looking for a Tax Senior to join our Private Client Services (PCS) group. You will act as a primary point of contact for High Net Worth Individuals (HNWIs), multi-generational families, and C-suite executives. This is a high-impact role with a clear, merit-based track to Manager and beyond.
What You'll DoCompliance:
Prepare and review complex federal and state tax returns for individuals, trusts (revocable and irrevocable), estates, and private foundations.Planning:
Assist in sophisticated tax planning and wealth transfer strategies, including gift tax (Form 709) and estate tax (Form 706) considerations.Advisory:
Research complex tax issues and stay ahead of legislative changes affecting HNW clients.Client Relations:
Maintain direct communication with clients and their outside advisors (attorneys, investment managers).Mentorship:
Guide and review the work of tax associates, fostering a collaborative learning environment.QualificationsExperience:
3+ years of public accounting experience, specifically focused on High Net Worth or Private Client tax.Education:
Bachelor's degree in Accounting; Master's in Tax (MST) is a plus.Certification:
CPA license (active) or significant progress toward completion.Technical Skills:
Proficiency in tax software (CCH Axcess, ProSystem fx, or GoSystem) and Excel.Communication:
Ability to explain complex tax concepts to clients in a clear, digestible way.Why Join Us?