Senior Tax Manager – High Net Worth & Trust/Estate

Compensation: $175,000 - $225,000+ base | 8% average annual bonus | $3,000 - $12,000 profit sharing

Requirements: CPA required | 8-12 years tax experience

Location: Chicago, IL (Hybrid – Flexible schedule, no set office days)

Join a Top 200 Independent Firm Building for the Future

As one of the nation's leading independent accounting firms, we've earned our Top 200 ranking by staying true to our values while others chase quick exits. In an industry dominated by private equity rollups and consolidation strategies, we're charting a different course—focused on sustainable growth, client excellence, and developing the next generation of partners.

Our independence isn't just a business model; it's our competitive advantage that creates genuine advancement opportunities for ambitious professionals.

This senior-level position combines technical expertise with business development in a true leadership capacity. You'll oversee sophisticated tax and estate planning engagements for high-net-worth clients while building meaningful relationships and mentoring emerging talent.

Primary Responsibilities:

• Direct comprehensive tax and trust/estate projects for high-net-worth clients from conception through delivery
• Create and implement forward-thinking tax optimization and wealth transfer strategies
• Guide and develop tax professionals while expanding your own client portfolio
• Lead business development initiatives within the high-net-worth and estate planning space
• Collaborate with partners on strategic firm growth and service expansion

Total Compensation & Benefits Package

Base Salary: $175,000 - $225,000+ (based on experience and specialization)

Annual Performance Bonus: 8% average (typical range 5-12% based on individual and firm performance)

Profit Sharing: $3,000 - $12,000 annually based on firm profitability

Comprehensive Benefits:

• Unlimited Paid Time Off (genuinely encouraged and utilized)
• 401(k) retirement plan with 3% company matching
• 100% employer-paid health insurance premiums
• Professional development and continuing education allowances
• Technology stipend for home office setup and equipment
• Professional membership and licensing fee reimbursements

Total compensation typically ranges $200,000 - $260,000+ annually

Ideal Candidate Profile

Essential Qualifications:

• 8-12 years of progressive public accounting tax experience
• Active CPA licensure in good standing
• Minimum 3 years of team leadership and client management at manager level
• Advanced technical competency in high-net-worth individual, trust, estate, and gift tax

Why This Opportunity Matters

The accounting profession is undergoing rapid transformation. Most firms are either positioning for acquisition or reducing investments to maximize sale valuations. Traditional partnership pathways are disappearing, work expectations are intensifying, and client relationships are becoming increasingly transactional.

Our approach is fundamentally different. As an independent firm, we're investing in people, expanding services, and building lasting client partnerships. Your success directly contributes to firm growth rather than someone else's exit strategy.

If you're seeking stability in an uncertain industry, meaningful client work beyond compliance processing, and genuine advancement opportunities based on merit rather than politics, this role offers exactly that combination.

Next Steps:

Please apply today if interested, or for immediate consideration, please submit your resume directly to keith.shuler@levelociti.com

Additional Opportunities Available: We're simultaneously recruiting Tax Seniors, Tax Managers, and Tax Directors across all levels. Please indicate your area of interest when reaching out.

Ready to build something lasting while advancing your career with a Top 200 independent firm? Let's start the conversation.