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Staff Financial Group

Senior Tax Manager

Staff Financial Group, WorkFromHome

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Senior Tax Manager - Chicago, IL (Remote)

Who: An experienced tax professional with 8+ years of high-net-worth individual tax review and planning experience and strong leadership skills.

What: Provide tax compliance, consulting, planning, and technical review services for internal individual clients while managing engagements and client relationships.

When: Full-time position available immediately.

Where: Fully remote role.

Why: To continue growing your tax career in a leadership role without a traditional busy season, supported by a firm that values flexibility, development, and work/life balance.

Office Environment: Remote, collaborative, well-supported environment with consistent hours and strong professional-development programs.

Salary: $122,300 to $231,870 depending on experience, qualifications, and geographic location.

Position Overview:

This internal role focuses on providing U.S. individual tax preparation, planning, and consulting services to firm leadership, offering the opportunity to advance your tax career while enjoying a balanced schedule and limited seasonal peaks.

Key Responsibilities:

  • Provide comprehensive tax compliance and consulting services to internal clients.
  • Perform technical reviews of complex individual tax returns and supporting documentation.
  • Lead multiple engagements delivering proactive tax planning and strategic guidance.
  • Apply new technical developments to complex client scenarios.
  • Serve as the primary point of contact for approximately 75 clients.
  • Participate in firmwide learning programs to support ongoing professional growth.
  • Mentor and develop staff through coaching aligned with the firm’s Care and Teach philosophy.

Qualifications:

  • Bachelor’s degree in accounting, law, or related business field; master’s or advanced degree preferred.
  • Active CPA required.
  • 8+ years of experience in tax planning and review for high-net-worth individuals.
  • Multi-state individual tax compliance experience, including composite, withholding, and pass-through entity tax.
  • Background in federal compliance and consulting within a professional services firm.
  • 2+ years of supervisory, mentoring, or coaching experience preferred.
  • Strong management, organizational, analytical, communication, and project-management skills.
  • Proficiency with CCH Axcess, PDFlyer, and Microsoft Office tools.
  • Eligibility to work in the U.S. without sponsorship preferred.

If you’re interested in learning more about this opportunity or would like to discuss your qualifications, please apply now.

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