Tax Manager

JMG Financial Group, Ltd. is one of the largest independently owned fee-based wealth management firms headquartered in the Chicago area. JMG provides wealth management services to corporate executives and high net worth individuals. Investment News has announced JMG as one of the Best Places to Work for Financial Advisors in 2018, 2019, 2020, 2021, 2022 and 2023.

JMG is in search of a full-time Tax Manager. This individual must possess high-level tax knowledge for individual, fiduciary, partnership, closely-held corporations, estate, gift tax returns and tax laws. The position requires research, management and training skills, as well as a thorough understanding of automated tax processing systems. Knowledge of CCH Axcess is a plus. Proficiency is required in Microsoft Office and the willingness to learn other business-related software, in which training will be provided. The duties of this role would include, but are not limited to, the following:

• Researching tax issues and legislation to help develop effective tax planning strategies.
• Communicating complex tax issues to colleagues and non-tax professionals with the potential for client-facing opportunities.
• Completion and review of tax returns for high-net worth individuals including Form 1040, 1041, flow-through entities (S-Corps, Partnerships, LLC’s.)
• Managing, coaching and developing members of internal advisor teams by reviewing work and providing training, as well as assisting IT staff with technical matters relating to tax applications.

Any experience and advanced knowledge in the area of finance, financial planning and investments is an advantage. A successful Tax Manager will need the skills to work effectively on a team in a leadership role, as well as independently. Excellent written and verbal communication skills are a requirement. This position reports directly to the Senior Tax Manager and is eligible for a hybrid schedule after initial training period. This is a great opportunity for someone looking to join a reputable wealth management firm on a long-term basis.

Education: Bachelor’s degree in a related field; Enrolled Agent or CPA required with minimum of 5 years work experience in professional services or professional tax organization is required. Would also consider an applicant currently pursuing their CPA designation.

Compensation: Exempt position, bonuses and full benefits including health, dental, vision, long-term disability and profit sharing.

Your resume and cover letter referring to this posting are required to be considered. You can submit your contact information along with resume and cover letter in PDF format in the form below:

JMG is an equal opportunity employer.