Private Client Tax Manager/ Senior Manager

Posted 12 Hours Ago
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Lincolnshire, IL, USA
Hybrid
130K-200K Annually
Senior level
Professional Services • Financial Services
The Role
Leads tax engagements for high-net-worth and private wealth clients, providing tax-law advice, reviewing complex individual, gift, estate, and trust returns, managing client relationships, mentoring staff, and developing tax solutions. The role also requires project and team leadership, process improvement through technology, proactive client service, and collaboration with senior managers and partners.
Summary Generated by Built In

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

Join a Firm That Expects More — and Gives More

We’re building a firm of people who take pride in doing things the right way.

We’re looking for individuals who are:

Intellectually curious – You think critically, ask better questions, and don’t settle for surface-level answers.

Hardworking – You bring determination and follow-through, especially when it matters most.

Personable – You build trust naturally—with clients and teammates alike.

Driven – You care about growth, accountability, and becoming exceptional at your craft.

Client Service Oriented – You understand that responsiveness, quality, and relationships are what define great firms.

What Makes Us Different

We believe our people want:

Meaningful client relationships – not just compliance work

A team of high performers – not passengers

Clear expectations and accountability – not ambiguity

Opportunities to grow into leaders – not static roles

A voice in shaping the firm’s future – not just executing tasks

We’re intentional about building a culture where performance matters, collaboration is real, and people take ownership.

Who Will Thrive Here

You’ll do well here if you:

Take initiative without waiting to be asked

Care about the details and the bigger picture

Communicate clearly and confidently

Are career driven and motivated

Want to be part of a team that pushes each other to be better

Mowery & Schoenfeld, LLC is an accounting and advisory 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 tax, and business advisory services.

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.

Mowery & Schoenfeld is an equal opportunity employer. We do not discriminate against any employee or job applicant because of race, color, religion, national origin, sex, physical or mental disability, or age.

For more information on our benefits, click here:

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

Skills Required

  • Bachelor's degree in accounting, finance, or another relevant discipline
  • 7+ years of tax experience in public accounting
  • 1+ years in a senior managerial role
  • Active CPA certification and license
  • Expertise managing individual, gift, estate, and trust income tax compliance
  • Experience reviewing complex tax returns
  • Experience managing clients and providing tax advisory solutions
  • Excellent project and team leadership skills
  • Strong communication skills
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The Company
200 Employees
Year Founded: 1996

What We Do

Mowery & Schoenfeld is an advisory, accounting, and consulting firm serving businesses, entrepreneurs, and private clients. Its services include audit and assurance, business and international tax, transaction advisory, outsourced accounting and CFO support, private-client planning, and wealth management. The firm describes its approach as full-service and relationship-driven, combining financial planning, customized investment management, and integrated tax planning to help clients meet business and personal financial goals.

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