Manager of Tax Planning - High Net Worth

  • Location
    Chicago, Illinois
  • Category:
    Accounting & Finance - Accountant - Tax
  • Job Type:
    Direct Hire
  • Job reference:

If you are interested in applying for this job opportunity, please email your resume in Word format to and put “Manager of Tax Planning” in the subject line.


Emailed resumes will have priority consideration over online applications.


Our client, a prestigious investment firm, is looking for a Manager of Tax Planning! The ideal candidate will have a minimum of 2+ years of experience of tax planning within the high-net worth industry.


  • Competitive Salary
  • 100% Remote

    VP of Tax Planning Responsibilities:

  • Provide tax advice and tax planning to high net worth clients
  • Constant contact with clients to assist them in the preparation of their tax return
  • Manage multiple requests with tight deadlines
  • Oversee entire tax planning and preparation process for clients


  • Bachelor's degree in Accounting, Finance or Business Administration
  • CPA preferred
  • 2+ years of tax accounting experience required
  • Understanding of Federal and State tax returns and filing requirements
  • Strong communication and presentation skills
  • Experience with Sharefile is a plus
  • Able to work flexible hours during tax busy season

    For immediate consideration, please email your resume in Word format to with “Manager of Tax Planning” in the subject heading


    Equal Opportunity Employer Minorities/Women/Veterans/Disabled


    Equal Opportunity Employer/Veterans/Disabled

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    The Company will consider qualified applicants with arrest and conviction records