Tax Manager

Join Our Team: Tax Manager for a Wealth Management Firm!

  • Oakbrook Terrace, IL +1
  • $100,000 - $180,000
  • Managed by Jobot Pro: Kevin Shilney
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A bit about us:

We are a dynamic wealth management company offering an exciting opportunity for a Tax Manager to lead and grow our expanding tax division. This role provides an exceptional chance for someone looking to establish their own practice while avoiding the demanding schedule of big-four accounting firms.

Why join us?

  • Paid Time Off (PTO): Enjoy a generous PTO policy that allows you to relax, recharge, and take care of personal responsibilities. Whether it's for a vacation, personal day, or an illness, we understand the importance of a healthy work-life balance.

  • Hybrid Work Schedule: Experience the flexibility of our hybrid work model. Split your time between working from the comfort of your home and collaborating in-office, ensuring a balance between personal convenience and team connection.

  • Comprehensive Benefits Package: Our commitment to your well-being extends beyond the workplace. We offer a range of benefits, from dental and vision to wellness programs, to cater to your diverse needs.

  • Long-Term Health Insurance: Plan for the future with our long-term health insurance options. Whether it's for chronic conditions, extended hospital stays, or specialized treatments, we've got you covered.

  • Short-Term Health Insurance: For immediate medical needs or temporary coverage gaps, our short-term health insurance ensures you're protected, offering peace of mind in uncertain times.

Job Details

Key Responsibilities:

  • Tax Return Preparation: Oversee and prepare approximately 200 tax returns annually, predominantly Form 1040s and 1041s, with a handful of Form 1065s.

  • Business Development: Spearhead the growth and development of our tax business by attracting and retaining new business clients requiring accounting services.

  • Operational Leadership: Be responsible for the profitability of the tax division, with the opportunity to share in its profit as it grows.

  • Client Meetings: Collaborate closely with wealth management advisors and clients, ensuring a holistic approach to financial management and ensuring client satisfaction.

  • Tax Projections: Assist wealth management clients with tax projections throughout the year, helping them understand potential tax liabilities and strategies for optimization.

Qualifications and Experience:

  • Bachelor’s degree in Accounting, Finance, or related field. A CPA designation is a strong advantage.
  • Proven experience in tax return preparation, preferably with a focus on Forms 1040, 1041, and 1065.
  • Strong analytical, leadership, and organizational skills.
  • Ability to communicate complex tax concepts clearly to clients.
  • Entrepreneurial spirit with an interest in growing and leading a business division.


  • Opportunity to establish and grow your own practice within a supportive environment.
  • Share in the profit of a growing tax division.
  • Flexible work schedule, providing a work-life balance unlike typical big-four accounting firms.
  • Engage closely with clients and advisors, allowing for a holistic and impactful role in wealth management.
Easy Apply Now
Easy Apply Now
Job Details
Managed by Jobot Pro
Scottsdale, AZ
Oakbrook Terrace, IL
Job Type
$100,000 - $180,000