Private Client Tax Manager/Senior Manager

Mowery & Schoenfeld Llc

$100K — $130K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in accounting, finance or a relevant field
  • 7+ years of tax experience in public accounting
  • 1+ years in a senior managerial role
  • Current CPA certification
  • Expertise in managing Individual, Gift, Estate, and Trust income tax compliance
  • Proven background in client advisory and tax solutions
  • Strong project management and communication skills

Responsibilities

  • Lead tax engagements with urgency and precision
  • Develop and maintain client relationships while managing assignments
  • Provide proactive tax law advice within private wealth and HNW sectors
  • Innovatively solve tax issues in cooperation with leadership
  • Leverage technology to enhance internal and client processes
  • Mentor junior team members
  • Collaborate closely with Senior Managers and Partners

Benefits

  • Flexible work options including in-office and hybrid schedules
  • Supportive culture focused on professional growth
  • Recognition as a top firm for workplace quality and diversity
  • Community engagement opportunities through M&S Cares program
  • Comprehensive range of accounting and advisory services
Full Job Description
Do you have a passion for tax work with HNW clientele and are looking to continue to evolve your leadership skills within public accounting, while maintaining a healthy work/life balance?

Mowery & Schoenfeld is seeking an ambitious and curious tax or senior tax manager 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
  • 7+ years of tax experience in public accounting, with 1+ years in a senior 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.

For more information on our benefits, click here:

https://www.msllc.com/careers/our-benefits/

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