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Private Client Tax Manager
Private Client Tax ManagerMowery & Schoenfeld • Lincolnshire, IL, United States
Private Client Tax Manager

Private Client Tax Manager

Mowery & Schoenfeld • Lincolnshire, IL, United States
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Do you have a passion for tax and are looking to continue to grow and develop your career within public accounting, but without the notoriously long hours? Mowery & Schoenfeld is industry-leading in our reduced overall hours, even in late March to mid-April!

Mowery & Schoenfeld is seeking an ambitious and curious tax manager professional with particular interest and expertise in private wealth and high-net worth group, mentoring younger staff, seeking ongoing learning, and providing exemplary client service.

Tax Managers operate as leaders and mentors within our Firm by demonstrating the ability to :

  • Lead engagements by meeting client needs with a sense of urgency.
  • Develop recommendations and maintaining client relationships by balancing the client needs along with other assignments and deadlines.
  • Provide proactive advice based on their knowledge of tax law, particularly within the private wealth and high-net worth group
  • Demonstrate initiative to creatively solve issues in collaboration with the lead.
  • Leverage technology to automate both internal and client processes to improve efficiency.
  • Act as a mentor to younger staff and work directly with Senior Managers and Partners.

Qualified candidates who can work in-office or hybrid schedules are strongly preferred.

We are seeking an individual who is curious, self-motivated, and a team player with the following qualifications :

  • Bachelor's degree in accounting, finance or other relevant discipline
  • 5+ years of tax experience in public accounting, with 2+ years in managerial role preferred
  • CPA-certified and active license
  • Expertise in management of Individual, Gift, Estate, and Trust income tax compliance and providing knowledgeable review of complex returns
  • Background and experience managing and actively providing advisory and tax solutions to clients
  • Feels empowered to provide solutions and ideas
  • Values professional development
  • Exhibits excellent project and team leadership, and communication skills
  • Shares our focus on growth and problem-solving
  • Mowery & Schoenfeld, LLC is an accounting, advisory, and IT services firm headquartered in Lincolnshire, Illinois, with satellite offices in the Chicago Loop, Downtown Miami, and the Philippines. Our organization is focused on providing personalized service to each client, building a lasting and trusted relationship. Made up of 20 partners and over 200 total employees, Mowery & Schoenfeld ranks among the top ten firms in Illinois and recently named one of the largest accounting firms in Chicago by Crain's Chicago Business.

    We take culture seriously by providing a supportive environment focused on growth. Our Firm has been named a Best Firms to Work For by Accounting Today, a Best Firms for Women by Accounting Today, and a Best Place to Work in Chicago by Crain's Chicago Business. Mowery & Schoenfeld offers comprehensive tax, assurance, transaction advisory, outsourced accounting, wealth management, international onboarding, business advisory services, as well as managed IT services through our partnership with Xamin, Inc.

    Through our M&S Cares program, we prioritize giving back and provide opportunities for our team to support our larger community. We are grateful to be recognized with the Illinois CPA Society's Time and Talent Public Service Volunteerism Award, awarded to only one firm each year.

    We are always looking for employees with a focus on growth, community, and superior client service to join our team.

    Mowery & Schoenfeld is an equal opportunity employer. We do not discriminate against any employee or job applicant because of race, color, religion, national origin, sex, physical or mental disability, or age.

    For more information on our benefits, click here :

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    Tax Manager • Lincolnshire, IL, United States

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