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Tax Manager with 1040 Focus 


Looking to find an individual with strong complex individual income tax return knowledge to work closely with clients and Directors. The role would review multi-state individual tax returns and work with the Directors to develop client relationships, provide proactive tax planning and consulting throughout the year. Position allows for remote work schedule.

The ideal candidate will have 10+ years of experience with at least 5 years of review experience. Knowledge of multi-state tax fillings, hedge funds, PTP's and other higher level skills required. Must be organized, willing to train and develop other staff, have strong interpersonal skills and be a team player.

Experience with CCH Axcess or Prosystem is a plus, MST or a JD is a plus.

Essential Job Functions:

  • Review returns prepared by tax preparers
  • Research and propose resolution to technical tax matters
  • Complete income tax projections and quarterly estimates
  • Demonstrate effective project management skills, inspire teamwork and responsibility with engagement team members
  • Maintain involvement in all aspects of client relationships
  • Provide supervision and on-the-job training to tax preparers
  • Participate in staff performance evaluations and provide verbal and written feedback
  • Develop ability to recognize tax issues, business problems and expanded service opportunities with existing clients
  • Participate in governmental tax examinations; represent the client before the appropriate taxing authorities.
  • Participate in the firm’s practice development efforts through involvement with referral sources, community and industry activities


  • Dress for your day attire (jeans in the office and appropriate attire at clients)
  • Tuition reimbursement for ongoing Masters in Taxation courses
  • Payment of CPE and professional membership costs
  • Firm sponsored social events
  • Generous paid time off and holiday time
  • 15% referral fee for bringing in new clients
  • Competitive compensation package and broad range of insurance programs
Position Requirements

Education and Experience:

  • At least 10+ years of experience preparing and reviewing complex individual tax returns
  • Bachelor’s degree in Accounting required
  • Hold current CPA license
  • Hold or working towards an advanced degree (MST or JD with Tax Emphasis)


  • Strong communication skills, both oral and written
  • Proficiency with Microsoft Office in particular Excel and Word, CCH Axcess, tax-planning software and cloud-based tax research software.
  • Ability to demonstrate sound judgment and analyzing problems logically and comprehensively
  • Ability to work effectively in a team environment, as well as independently
  • Ability to handle sensitive/confidential matters in a tactful and discreet manner
  • Ability to think creatively in seeking optimal solutions for clients
Full-Time/Part-Time Full-Time  
Location Chicago  
EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.  

This position is currently accepting applications.

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