Private Client Tax Director

Has your passion for tax work and sophisticated investments for HNW clientele guided your career to positions of leadership? Are you still evolving your technical and leadership acumen within public accounting?

Mowery & Schoenfeld is seeking an ambitious and curious Tax Director with deep experience and focus in private wealth and high-net worth clientele, mentoring younger staff, seeking ongoing learning, and providing exemplary client service.

Tax Directors operate as leaders and mentors within our Firm by demonstrating the ability to:

• Lead by example in meeting client needs with a sense of urgency.

• Provide proactive advice based on their knowledge of tax law, particularly within the private wealth and high-net worth group 

• Demonstrate initiative to creatively solve issues in collaboration with the team.

• Leverage technology to automate both internal and client processes to improve efficiency.

• Act as a mentor to younger staff and work directly with Senior Managers and Partners.

Qualified candidates who can work in-office or hybrid schedules are strongly preferred.

We are seeking an individual who is curious, self-motivated, and a team player with the following qualifications:

• Bachelor’s degree in accounting, finance or other relevant discipline

• 10+ years of tax experience in public accounting, with 4+ years in a senior managerial role preferred

• CPA-certified and active license

• Expertise in management of Individual, Gift, Estate, and Trust income tax compliance and providing knowledgeable review of complex returns

• Knowledge of sophisticated investments

• Feels empowered to provide solutions and ideas

• Values professional development

• Exhibits excellent project and team leadership, and communication skills

• Shares our focus on growth and problem-solving

Join a Firm That Expects More — and Gives More

We’re building a firm of people who take pride in doing things the right way.

We’re looking for individuals who are:

Intellectually curious – You think critically, ask better questions, and don’t settle for surface-level answers.

Hardworking – You bring determination and follow-through, especially when it matters most.

Personable – You build trust naturally—with clients and teammates alike.

Driven – You care about growth, accountability, and becoming exceptional at your craft.

Client Service Oriented – You understand that responsiveness, quality, and relationships are what define great firms.

What Makes Us Different

We believe our people want:

Meaningful client relationships – not just compliance work

A team of high performers – not passengers

Clear expectations and accountability – not ambiguity

Opportunities to grow into leaders – not static roles

A voice in shaping the firm’s future – not just executing tasks

We’re intentional about building a culture where performance matters, collaboration is real, and people take ownership.

Who Will Thrive Here

You’ll do well here if you:

Take initiative without waiting to be asked

Care about the details and the bigger picture

Communicate clearly and confidently

Are career driven and motivated

Want to be part of a team that pushes each other to be better

Mowery & Schoenfeld, LLC is an accounting and advisory services firm headquartered in Lincolnshire, Illinois, with satellite offices in the Chicago Loop, Downtown Miami, and the Philippines. Our organization is focused on providing personalized service to each client, building a lasting and trusted relationship. Made up of 20 partners and over 200 total employees, Mowery & Schoenfeld ranks among the top ten firms in Illinois and recently named one of the largest accounting firms in Chicago by Crain’s Chicago Business.

We take culture seriously by providing a supportive environment focused on growth. Our Firm has been named a Best Firms to Work For by Accounting Today, a Best Firms for Women by Accounting Today, and a Best Place to Work in Chicago by Crain’s Chicago Business. Mowery & Schoenfeld offers comprehensive tax, assurance, transaction advisory, outsourced accounting, wealth management, international tax, and business advisory services.

Through our M&S Cares program, we prioritize giving back and provide opportunities for our team to support our larger community. We are grateful to be recognized with the Illinois CPA Society's Time and Talent Public Service Volunteerism Award, awarded to only one firm each year.

We are always looking for employees with a focus on growth, community, and superior client service to join our team.

Mowery & Schoenfeld is an equal opportunity employer. We do not discriminate against any employee or job applicant because of race, color, religion, national origin, sex, physical or mental disability, or age.

For more information on our benefits, click here:

https://www.msllc.com/careers/our-benefits/