Harrison Gray Search has partnered with a fast-growing wealth advisory firm to find their next Tax & Consulting Manager in Illinois.

The Tax & Consulting Manager is responsible for managing the tax preparation process and providing guidance and development to a team that includes Staff and Senior Accountants, Supervisors, and Associates. You’ll work collaboratively with wealth advisors and strategy specialists to deliver a comprehensive client experience that integrates tax planning into broader financial and business goals.

Core Responsibilities

Tax Leadership

• Oversee the tax preparation workflow across individual, fiduciary, partnership, and corporate returns.
• Guide the team through technical reviews, coaching, and ongoing development initiatives.
• Stay current on regulatory and industry changes to ensure consistent and compliant implementation.
• Lead or participate in internal committees focused on tax practice operations and staff development.
• Conduct advanced tax research and present findings to clients and internal stakeholders.
• Contribute to tax planning and business development efforts alongside firm leadership.

Business & Consulting Services

• Review and analyze business financials to inform planning strategies and consulting solutions.
• Support senior consultants in developing and delivering tailored advice to business owners and high-net-worth individuals.

Financial Planning Integration

• Review key client documents such as tax returns, estate plans, and financial statements to ensure cohesive, cross-disciplinary planning.
• Deliver and review planning analyses including Social Security, stock option planning, Roth conversions, and pension scenarios.

Team Development & Supervision

• Lead hiring, coaching, and performance evaluations for the tax and consulting team.
• Align team goals and individual KPIs with broader organizational strategies.
• Provide clear communication, regular feedback, and career development opportunities.
• Mentor subordinate supervisors and help them build effective leadership practices.

Logistics & Work Environment

• Hybrid role which may be based in the St. Charles or Lincolnshire office.
• Additional paid time off is provided following tax season to recognize team contributions and support well-being.

Qualifications

• Bachelor’s degree in Accounting or a related field required.
• Active CPA or EA license.
• 5–10 years of progressive experience in a tax department or CPA firm.
• Proven leadership experience in a team-based environment.
• Strong communication skills and a collaborative, client-focused mindset.

Why This Opportunity Stands Out

• Be part of an employee-empowered, mission-driven firm committed to doing what’s right for both clients and team members.
• Help shape the operational infrastructure of a forward-thinking, values-oriented company.
• Work in an environment that emphasizes innovation, integrity, collaboration, and continuous improvement.
• Enjoy access to a wide range of employee benefits, development opportunities, and team recognition programs.

Compensation & Benefits

• Competitive base salary ranging from $114k-$152k, with additional incentive opportunities.
• Comprehensive benefits available on Day One, including:
• Multiple medical plan options and wellness accounts (HSA/FSA)
• Dental and vision coverage
• Company-paid life, AD&D, and disability insurance
• 401(k) with company match (Roth and Traditional)
• Generous paid time off, including summer hours and additional time post-tax season
• Paid parental leave and personal leave options
• Professional development leave and certification support
• Wellness and fitness reimbursements
• Company swag allowance and exclusive employee discounts
• Employee recognition programs and team incentive plans