Tax Manager - Individual Tax (Internal Tax Team)
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AI Summary
The Tax Manager will provide individual tax compliance, planning, and consulting services to internal clients while managing a portfolio of approximately 75 accounts. They are also responsible for reviewing complex tax returns, leading engagements, and mentoring team members to support professional development.
Tax Manager - Individual Tax (Internal Tax Team) - Chicago, IL
Who: An experienced individual tax specialist who enjoys advising clients, reviewing complex returns, and leading engagements.
What: Provide compliance, planning, and consulting services for internal clients while managing relationships, supervising staff, and reviewing complex individual tax returns.
When: Full-time role with a steady, balanced schedule and no traditional busy season.
Where: Fully remote within the U.S., with ideal locations on the East Coast or Southeast.
Why: To grow your tax career in a role offering exceptional flexibility, meaningful client relationships, and long-term upward career trajectory.
Office Environment: A supportive, people-first culture committed to development, work/life balance, and team collaboration.
Salary: Competitive compensation with benefits.
Position Overview:
We are seeking a Tax Manager – Individual Tax Services to deliver high-quality compliance, planning, and consulting services to internal clients. This role is ideal for a seasoned individual tax professional seeking career growth without the pressures of a traditional tax busy season. You will serve as a trusted advisor to approximately 75 clients, lead multiple engagements, build technical expertise, and mentor team members in a collaborative, growth-oriented environment.
What You Will Do:
● Provide individual tax compliance, planning, and consulting services to internal clients.
● Review complex individual tax returns and all supporting documentation.
● Lead multiple engagements delivering proactive, strategic tax planning.
● Apply new technical developments to complex situations to enhance client service.
● Serve as the primary point of contact for approximately 75 clients.
● Participate in firm-wide learning programs and invest in ongoing professional development.
● Support team development through mentoring, coaching, and knowledge sharing.
Qualifications:
● Bachelor’s degree in Accounting, Law, or related business discipline; Master’s or advanced degree preferred.
● CPA or EA required.
● 8+ years of experience in individual tax return review and planning for high-net-worth individuals.
● Multi-state individual tax compliance experience, including composite, withholding, and pass-through entity tax.
● Experience providing federal tax compliance and consulting services in a professional services environment.
● 2+ years of supervisory, mentoring, or team leadership experience preferred.
● Strong analytical, organizational, project management, and communication skills.
● High proficiency with CCH Axcess, PDFlyer, and Microsoft Office Suite.
● Eligibility to work in the U.S. without sponsorship preferred.
If you’re interested in learning more about this opportunity or would like to discuss your qualifications, please apply now.
Who: An experienced individual tax specialist who enjoys advising clients, reviewing complex returns, and leading engagements.
What: Provide compliance, planning, and consulting services for internal clients while managing relationships, supervising staff, and reviewing complex individual tax returns.
When: Full-time role with a steady, balanced schedule and no traditional busy season.
Where: Fully remote within the U.S., with ideal locations on the East Coast or Southeast.
Why: To grow your tax career in a role offering exceptional flexibility, meaningful client relationships, and long-term upward career trajectory.
Office Environment: A supportive, people-first culture committed to development, work/life balance, and team collaboration.
Salary: Competitive compensation with benefits.
Position Overview:
We are seeking a Tax Manager – Individual Tax Services to deliver high-quality compliance, planning, and consulting services to internal clients. This role is ideal for a seasoned individual tax professional seeking career growth without the pressures of a traditional tax busy season. You will serve as a trusted advisor to approximately 75 clients, lead multiple engagements, build technical expertise, and mentor team members in a collaborative, growth-oriented environment.
What You Will Do:
● Provide individual tax compliance, planning, and consulting services to internal clients.
● Review complex individual tax returns and all supporting documentation.
● Lead multiple engagements delivering proactive, strategic tax planning.
● Apply new technical developments to complex situations to enhance client service.
● Serve as the primary point of contact for approximately 75 clients.
● Participate in firm-wide learning programs and invest in ongoing professional development.
● Support team development through mentoring, coaching, and knowledge sharing.
Qualifications:
● Bachelor’s degree in Accounting, Law, or related business discipline; Master’s or advanced degree preferred.
● CPA or EA required.
● 8+ years of experience in individual tax return review and planning for high-net-worth individuals.
● Multi-state individual tax compliance experience, including composite, withholding, and pass-through entity tax.
● Experience providing federal tax compliance and consulting services in a professional services environment.
● 2+ years of supervisory, mentoring, or team leadership experience preferred.
● Strong analytical, organizational, project management, and communication skills.
● High proficiency with CCH Axcess, PDFlyer, and Microsoft Office Suite.
● Eligibility to work in the U.S. without sponsorship preferred.
If you’re interested in learning more about this opportunity or would like to discuss your qualifications, please apply now.
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