Senior Tax Accountant – High Net Worth/Family Office

Senior Tax Accountant – High-Net-Worth / Family Office

A highly respected boutique CPA firm in downtown Chicago is seeking a Senior Tax Accountant to join its growing tax practice. This is an excellent opportunity for a public accounting professional who wants to develop deep expertise working with high-net-worth individuals, families, trusts, partnerships, closely held businesses, and family office clients.

The firm offers the sophistication and client exposure of a larger public accounting firm within a smaller, highly collaborative environment. The team has excellent tenure, low turnover, and senior professionals who are committed to mentoring and developing people early in their careers.

What Makes This Opportunity Unique

• Significant exposure to high-net-worth individuals and family office clients
• Complex individual, partnership, trust, and closely held business taxation
• Direct interaction with experienced managers and partners
• Strong mentorship and professional development
• Opportunity to build long-term relationships with clients and their families
• Stable, locally focused CPA firm with excellent employee tenure
• Collaborative, team-oriented culture
• Hybrid schedule in downtown Chicago
• Excellent long-term career opportunity for someone who wants to remain in public accounting and specialize in HNW tax

Responsibilities

• Prepare and review federal and state tax returns for high-net-worth individuals, partnerships, trusts, and closely held businesses
• Assist with tax planning, projections, and research
• Work directly with managers and partners on complex client matters
• Develop relationships with clients and gain increasing responsibility as experience grows
• Coordinate multiple engagements and deadlines throughout the year
• Participate in ongoing professional and technical development

Qualifications

• Approximately 2-4+ years of public accounting tax experience
• Experience with individual and partnership taxation strongly preferred
• Exposure to high-net-worth individuals, trusts, estates, or family office clients is highly desirable
• Bachelor’s degree in Accounting or related field
• CPA or progress toward the CPA preferred
• Strong communication and client-service skills
• Interest in building a long-term career specializing in high-net-worth and family office taxation

This is a particularly strong opportunity for someone who enjoys public accounting but is looking for a smaller firm where they can receive meaningful mentorship, work directly with senior leadership, and become a trusted advisor to clients rather than getting lost in a large organization.