Private Client Tax Manager jobs in United States
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Mowery & Schoenfeld · 1 month ago

Private Client Tax Manager

positionGreater Chicago Area
timeFull-time
remoteHybrid
senioritySenior Level
money$130K/yr - $160K/yr
date5+ years exp

Mowery & Schoenfeld is an industry-leading public accounting firm focused on providing personalized service to clients. They are seeking a Private Client Tax Manager to lead engagements, mentor younger staff, and provide proactive tax advice, particularly for high-net worth individuals.

AccountingFinancial Services
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Growth Opportunities
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H1B Sponsor Likelynote
Hiring Manager
Jessica Curran, MA, PHR
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Responsibilities

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

Qualification

CPA certificationTax compliance expertisePublic accounting experienceClient advisory skillsTeam leadershipCommunication skillsProblem-solvingMentoringProject management

Required

Bachelor's degree in accounting, finance or other relevant discipline
5+ years of tax experience in public accounting
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

Preferred

2+ years in managerial role preferred
Qualified candidates who can work in-office or hybrid schedules are strongly preferred

Benefits

M&S Cares program
Opportunities for our team to support our larger community
Best Firms to Work For by Accounting Today
Best Firms for Women by Accounting Today
Best Place to Work in Chicago by Crain’s Chicago Business

Company

Mowery & Schoenfeld

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Mowery & Schoenfeld offers services that are designed to create a clear picture of a company’s current performance.
dateFounded in 1996
location
Lincolnshire, Illinois, USA
people-size51-200 employees
web-link
https://www.msllc.com/

H1B Sponsorship

Mowery & Schoenfeld has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
2022 (1)
2020 (1)

Funding

Current Stage
Growth Stage

Leadership Team

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Jeffery L. Mowery
Managing Partner
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Keith Schoenfeld
Member
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Recent News

Business Wire
Tom Czyz Joins Mowery & Schoenfeld as Assurance Partner
2025-12-16
Business Wire
Mowery & Schoenfeld’s New Report Outlines How Businesses Can Recover Before It’s Too Late
2025-10-22
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2025-07-04
Company data provided by crunchbase