Senior Tax Manager-Newport Beach
Company: RK Partners
Location: Chicago
Posted on: February 13, 2026
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Job Description:
Job Description Job Description About the job A little more
about the firm: Our wealth management client is a 55 year
comprehensive financial services firm committed to helping their
clients achieve their goals of long-term financial security. The
firm offers a robust range of service offerings to help our clients
reach their goals, including: Financial Planning, Wealth
Management, Business Planning, Insurance Planning and Tax Planning.
Who We are Seeking : Someone looking to take the tax services to
the next level for their clients Possesses excellent interpersonal
skills Someone who demonstrates determination and commitment
Someone who has an entrepreneurial mindset What You'll Do: The
essential functions include, but are not limited to the following:
As the Tax Manager, you will: Establish and grow the firms tax
services department, including managing and training other highly
capable and qualified team members Prepare and review tax returns
for our clients, including returns for individuals, business
entities, trusts and estates Provide audit support and represent
clients before tax authorities Conduct research on complex tax
issues and ensure that clients are in compliance with all
applicable tax laws and regulations Collaborate and coordinate with
the firms financial advisors and our Financial Planning department
to provide tax planning advice that is consistent with the client’s
financial plan and goals Regularly communicate important changes or
potential changes in tax laws and regulations to advisors and
clients Experience: Must meet background check and fingerprinting
requirements 5 years of prior experience in tax compliance and
broad knowledge of tax issues Experience working with individuals,
corporations, partnerships, trusts, estates. Solid understanding of
advanced tax planning strategies. Demonstrated management skills
and desire/ability to work successfully in a small company team
environment where it is expected that you will wear many hats with
varied responsibilities Proficiency in LaCerte, Microsoft Suite
(Excel, Word, PowerPoint, Outlook) and ability to operate CRM and
other systems Bachelor’s degree in accounting, finance, or related
field Certified Public Accountant license in California active and
in good standing required. Compensation: The expected pay for this
role is up too 185K annually. The actual compensation will be
determined based on experience.
Keywords: RK Partners, Rockford , Senior Tax Manager-Newport Beach, Accounting, Auditing , Chicago, Illinois
