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Robert Half Logo Robert Half · Finance

Tax Manager (Individuals)

United States, Chicago Employment contract 160000.00 - 165000.00 USD / Year · Job Posted May 10, 2026
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Job Description

The Individuals/Foundations Group provides accounting, tax compliance and planning, legal, trust administration, business management, financial management, treasury, insurance, and technology services to the enterprises of two wealthy families, including business entities, trusts, individuals and foundations. The Manager position reports to the Group Leader and works well with all of the other professional service providers.

Job Responsibility

  • Management of quarterly Financial Statements and custom reports for all Individual, S Corporation and Foundation enterprises
  • Review and manage annual Fair Market Value Balance Sheet project
  • Manage annual tax return process for Individuals, Partnerships, S-Corporations and Foundations
  • Review tax projections and quarterly estimates
  • Identify and research tax issues, consult with internal tax experts
  • Review and reconcile journal entries and general ledger for multiple individuals, LLC’s, partnerships, S-Corporations and foundations
  • Review insurance policies, claims and schedules for individuals, personal entities and foundations
  • Mentor and develop staff accountants within Individual/Foundation Group
  • Identify future needs of the family office accounting function and recommend appropriate plans/actions
  • Lead and manage special projects, as needed

Requirements

  • A minimum of 7-10 years of public accounting or similar family office experience with emphasis on individuals, partnerships, trusts and not-for-profit entities
  • Relevant undergraduate degree required
  • CPA preferred

What we offer

  • medical
  • vision
  • dental
  • life
  • disability insurance
  • bonus
  • 401(k) plan
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