(CPA) Tax Professional (UHNWI focus)
(CPA) Tax Professional (UHNWI focus) w/ Wealth Management Firm – Downers Grove, IL
Our client is an innovative Wealth Management Firm managing over $1.3 Billion in assets who are actively seeking a CPA-licensed Tax Professional with a strong UHNWI background to join their team in Downers Grove, IL onsite to start then moving to a hybrid schedule once up to speed.
Tax Manager, Tax Senior Manager or Tax Director with a background in UHNWI taxation, family office services, or wealth management tax advisory are encouraged to apply.
Highlights:
- Location: Downers Grove, IL (Hybrid after onboarding)
- Compensation:
- Work-Life Balance: Traditional 40-hour workweeks with only a modest increase during busy season. Collaborative, client-focused culture without the long hours often associated with public accounting
- Focus: Primarily on tax strategy, planning, and advisory work rather than high-volume tax preparation
Benefits:
- Base Salary: $150,000 – $250,000
- Bonuses: To Be Discussed
- Flexible Title and career path based on experience
- Health Care: Medical (Blue Cross), Dental, Vision, and Life insurance plans
- 401(k) w/ Match
- PTO Plans
The SR Group (UK) Limited is acting as an Employment Agency in relation to this vacancy.
