Tax Manager - Wealth Management
Chicago Riverside Plazaonsitemanager$98K – $168K
Posted 3 days ago · via Workday
About this role
Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us. Your role. Your work will include, but not be limited to: Technical Responsibilities: Manage the tax planning process with the client and advisory team to optimize the wealth management goals of the client/family. Manage and review tax returns for high-net-worth and family office clients, including federal, foreign, state, and local tax returns, estimated payments and extensions, and federal and state tax audits. The primary focus will be on complex investment partnerships and related family trusts and individuals.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
This role is manager-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Chicago Riverside Plaza. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
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