Senior Tax Manager roles - HNW, Real Estate - $165-200K

$165,000 - $200,000/Yr

CyberCoders - Arlington Heights, IL

Full-time - Mid Level

Hybrid - Arlington Heights, IL

101-250 employees

Administrative and Support Services

About the position

The Tax Manager/Senior Tax Manager position is a remote role focused on managing and reviewing tax returns, tax planning, and compliance for high-net-worth individuals and real estate clients. The firm emphasizes work-life balance, offering flexible schedules, generous PTO, and a supportive corporate culture. This role is ideal for candidates with significant tax experience, particularly in real estate, who are looking for a better quality of life in their professional career.

Responsibilities

• Review and manage tax returns, extensions, and tax planning calculations for all entity types, focusing on Individual HNW and/or Real Estate.
• Review financial statements and perform accounting and adjusting entries, bank reconciliations, and client books and records.
• Prepare and review complex tax planning projections for individual and corporate estimated tax liability.
• Manage and monitor client deliverables and due dates.
• Prepare or review complex U.S. and state individual income, gift tax, and estate tax returns.
• Conduct complex tax research and prepare memoranda outlining findings and conclusions.
• Respond to IRS and state agency audits, inquiries, and tax notices.
• Communicate directly with existing clients, colleagues, management, and IRS representatives regarding various tax matters.
• Lead department in knowledge of software, processes, and workflows.

Requirements

• CPA or EA certification required.
• 4-10+ years of relevant tax experience, particularly in individual tax compliance and planning.
• Experience with CS Suite and UltraTax is a plus.
• Tax research experience (RIA) is required.
• Experience with gift, estate, and trust returns is a plus.
• Experience in partnership tax is a plus.
• Outgoing and friendly personality, team player.
• Desire and ability to train, mentor/lead, and develop staff.

Nice-to-haves

• Real estate tax experience is a plus.
• Experience in tax research and compliance for high-net-worth individuals.

Benefits

• 5 weeks of PTO
• Full Medical, Dental & Vision insurance
• 401k with matching
• Bonus opportunities
• Remote work flexibility
• Kind and caring corporate culture
• Excellent career growth opportunity