Overview
A nationally recognized middle-market CPA and Advisory firm headquartered in Chicago is seeking a Tax Manager specializing in complex businesses and high-net-worth individuals. This is a 100% remote position for candidates based in the United States.
The firm serves a diverse client base including closely held businesses, ultra/high-net-worth individuals, and large middle-market and privately held companies across industries such as Manufacturing, Distribution, Real Estate, Professional Services, Healthcare, Technology, and Private Equity-backed businesses. The role offers exposure to complex tax planning, multi-entity structures, advisory projects, and sophisticated compliance engagements.
Responsibilities
- Serve as a primary point of contact providing high-level tax advisory services to clients
- Manage complex tax engagements involving Forms 1040, 1120S, 1120, and 1065
- Lead and mentor team members with at least one year of management experience
- Engage in consultative and technically challenging tax planning and compliance work
Requirements
- 7-10+ years of public accounting and tax experience
- Minimum of 1 year in a management role
- Strong technical expertise with complex individual and business tax returns (1040, 1120S, 1120, 1065)
- Bachelor's degree in Accounting, Finance, or a related field
- Active CPA, EA, or J.D. license
- Must be U.S.-based and authorized to work in the U.S.
Preferred Qualifications
- Experience working with middle-market and high-net-worth clients
- Ability to work independently in a remote environment while collaborating effectively
Compensation & Benefits
- Salary range: $165,000 - $210,000, depending on experience
- Annual discretionary bonuses
- 401(k) plan with employer match
- Unlimited paid time off plus additional time off
- Comprehensive health, dental, vision, life, and disability insurance coverage
- Annual firm-wide trips to destinations such as Turks & Caicos, Cabo, and Aspen
- Clear partner track opportunity
Location
- 100% remote within the United States
This role offers the opportunity to work on Big 4/Top 50 caliber client work with greater flexibility, autonomy, and a sustainable work-life balance compared to larger firms.