Manager - High Net Worth Tax Practice

Who You Are: You are a licensed CPA with deep knowledge of tax strategies and at least 5 years of experience with clients who have complicated investment portfolios. This includes investment partnerships, real estate investment partnerships, individuals who receive complex 1099s, and complex hedge fund K-1s. You also have a deep interest in assisting clients with family wealth structuring and experience with trust tax filings. You are a technical expert who enjoys helping clients and sharing knowledge with your co-workers when you encounter a unique situation that requires you to research and develop a solution. You are looking to advance to a principal and help grow your firm.   Responsibilities: - Lead and manage tax compliance engagements in accordance with firm and professional standards. - Apply technical expertise to detail review complex tax returns, projections, workpapers, tax research and other requested deliverables. - Provide comprehensive tax planning and advisory services to high-net-worth individuals, families and their related entities. - Communicate proactively with clients and engagement partners regarding project status, client service opportunities and other significant matters in a timely manner. - Build and maintain strong relationships with clients, understand their needs and provide exceptional client service. - Plan and schedule tax engagements with clients and firm resources. - Manage assignment budgets, anticipate and communicate budget issues, identify opportunities to improve assignment profitability, prepare billings, and assist in cash collections. - Share and transfer knowledge with team members. - Provide Associates and Seniors with guidance, coaching, and support in career development and area of specialty. - Apply new approaches to proposal development and effectively manage resources contributing to proposal initiatives. - Keep informed of recruitment needs and use external peer network and relationships to refer potential candidates. - Write and publish articles with the research and assistance of Associates and Senior Associates. Required Skills: - Proficiency in CCH Axcess Tax and Engagement preferred. - Advanced proficiency in Microsoft Excel, including the ability to develop and maintain complex workpapers, summaries, and analytical reports used in tax return preparation. - Strong technical expertise in reviewing complex Form 1099s. - Strong technical expertise in reviewing complex hedge fund and private equity Schedule K-1s. - Strong understanding of accounting principles with the ability to prepare and review adjusting journal entries and analyze how these adjustments impact clients’ tax positions and financial statements. - Commitment to delivering exceptional client service. - In-depth knowledge of tax accounting, tax law, tax planning, tax advisory and tax compliance. - Strong analytical skills with the ability to interpret complex tax legislation and provide practical advice to clients. - Ability to present ideas with confidence and act as a subject matter expert, communicating concepts to clients and staff clearly and concisely. - Excellent management, team building and organizational skills - Successful management of multiple responsibilities in the face of competing priorities. - Strong sense of ownership and personal accountability. - Produce high-quality work under deadlines. - Particular attention to detail. Qualifications: - CPA required. - Bachelor’s degree in accounting. - Minimum of 5 years of experience in a tax role with a focus on high-net-worth individuals, preferably in a public accounting firm. - Strong organizational and management skills. - Excellent written, oral communication and documentation skills. - Ability to articulate complex tax matters to others. - Ability to work effectively in a demanding, fast-paced and complex environment. DHJJ Perks: - Hybrid work environment - CPA exam incentives - Dress for your day - Flexible schedules - Referral bonuses for new hires and new clients Benefits: - Group health insurance offered through BCBS (Health & Dental), VSP (Vision), HealthEquity (HSA, FSA, Dependent Care FSA - Employer-paid Long- and Short-Term Disability  - Paid parental leave - Group life insurance through AICPA - 12 1/2 paid holidays per year - PTO policy starting at 15 days per year - 401(k) Profit-Sharing Plan with discretionary 3% employer contribution - Paid society memberships, training, and continuing education - Eligible for discretionary bonuses based on productivity, performance, and other contributions to the firm Why Would You Want to Work at DHJJ? See more here: https://dhjj.com/our-team/careers/ DHJJ has offices in Naperville and St. Charles, Illinois. We are an equal opportunity employer.