• Develop and implement proactive tax planning strategies for high-net-worth clients and business owners, aligning recommendations with overall financial goals.
• Review tax planning strategies and estimates, providing actionable insights for complex client scenarios.
• Research and analyze complex tax transactions and topics, communicating findings and recommendations clearly to clients and internal teams.
• Manage assigned client relationships, tax projects, and workflow during tax season, ensuring timely and accurate deliverables.
• Provide subject-matter tax expertise to clients, advisors, and firm leadership to support integrated wealth management solutions.
• Review and signing of complex individual, trust, partnership, foundation and corporate tax returns, ensuring accuracy and compliance, as required.
• Responsible for coordination, review and delivery of multi-family, multi-tax return groups (i.e., parents, children, trusts, and other entities) and ensuring a concierge experience for our highest net worth clients.
• Deliver finalized tax return packages to clients, as needed.
• Analyze IRS and state notices, preparing or reviewing responses as needed.
• Work directly with taxing authorities on resolving client tax issues.
• Contribute to the review and enhancement of internal policies and procedures for a fully integrated tax strategy practice.
• Provide subject matter for educational and promotional materials, such as presentations, articles, and marketing content.
• Present tax concepts to advisors, clients, prospects, and centers of influence (COIs) at events and workshops.
• Serve as a mentor and role model for tax and planning team members, fostering a collaborative and growth-oriented environment.
• Assist in training and developing staff through hands-on guidance and interactive team engagement.
• Offer feedback on training programs for new tax team members and advisors.
• Maintain a team-first mindset by assisting colleagues and stepping in when needed.
• Perform additional duties as assigned to support client service and firm objectives.

Senior Tax Strategy Advisor

• Provide the Trading & Shipping businesses with tax advice and analysis of U.S. federal income tax law
• Support the trading and execution of physical and paper trades across energy and environmental commodities
• Meet with business personnel to advise and provide counsel on tax matters
• Coordinate with a team of tax professionals in providing tax advice and assurance on investments
• Ensure that Trading & Shipping businesses are aligned with US federal tax laws
• Advise the Supply Trading & Shipping business on matters of transfer pricing
• Provide technical input to stakeholders to shape strategic direction of transfer pricing initiatives

Tax Counsel/Manager – Supply, Trading & Shipping

• Oversee US and international tax return compliance with outsourced tax service providers for various products (partnerships, REITs, and corporate entities) including quarterly and annual compliance tests, where applicable
• Drive internal and external process improvements, data gathering and analytics
• Review partnership tax allocations and product waterfall allocations for purposes of GP carry, required tax distributions and tracking partnership/partner tax basis and capital accounts
• Review monthly and projected Cash/GAAP/Tax reconciliations, with focus on building product level taxable income projections
• Assist with investment deal structuring, including preparing tax analytics and entity formation
• Drive tax analysis for new product launch structuring, fundraising support and participate in portfolio investment meetings
• Assist with tax-related product marketing materials, complete and respond to tax-related investor correspondence, including due diligence questionnaires and ongoing reporting requests
• Respond to tax authority requests and other ad hoc items
• Drive operational efficiency and process optimization through effective use of AI-enabled tools and automation

Vice President, Tax Real Assets

• Executing tax compliance and consulting workstreams and managing stakeholder expectations effectively
• Preparation and filing of tax returns to meet regulatory requirements
• Utilizing analytical thinking to review and analyze financial data for tax compliance
• Developing and implementing state tax planning strategies to optimize tax positions
• Drafting and reviewing documents to support tax compliance and strategic initiatives
• Monitoring and analyzing financial trends to identify opportunities for tax optimization
• Raising issues with stakeholders and team members, escalating when necessary
• Supporting partnership tax compliance and consulting services related to state and local tax positions
• Building relationships with stakeholders to facilitate tax management and internal tax due diligence
• Promoting creativity and embracing change to improve tax processes and stakeholder experience
• Upholding professional and technical standards, including adherence to the firm's code of conduct
• Embracing technology and innovation to enhance tax outcomes

Partnership Tax Senior Associate – SALT

• Establish the strategic technology vision for tax innovation
• Drive initiatives focused on AI, LLMs, and data-driven solutions
• Influence the direction of enterprise technology to enhance business growth
• Build and lead a top-performing engineering team to achieve measurable outcomes
• Shape and sponsor significant cloud and AI-enabled projects
• Collaborate with stakeholders to confirm alignment with business objectives
• Foster a culture of innovation and continuous improvement within the team
• Monitor industry trends to identify opportunities for technological advancements

Director, Tax Innovation – Software Engineering

• Overseeing, mentoring, and project managing a team of subordinates (interns, associates, rotators)
• Develop an understanding of client's business and become a "functional expert" in the area
• Research and write tax advice, opinion, and position memorandums
• Develop and sustain excellent client relationships through personal attention and timeliness of service by maintaining regular contact with assigned clients
• Assist in managing and implementing multiple projects simultaneously
• Provides timely, high quality client service that meets or exceeds client expectations
• Ensures professional development through ongoing education and obtaining additional certifications as appropriate
• Help drive the success of multiple CIM engagements, primarily related to Accounting Methods & Periods (SMP), Federal Credit or Incentives studies (FCI) and Tangible Property Services (TPS)

Tax Manager – Federal Credits and Incentives

• Serve as a trusted advisor to clients, delivering high value strategic, technical, and operational guidance.
• Provide executive oversight on complex engagements to ensure quality, timeliness, and client satisfaction.
• Maintain a strong understanding of industry trends, regulatory developments, and emerging business needs that impact client operations.
• Drive exceptional client experiences aligned with Aprio’s service standards.
• Develop and execute growth plans that expand Aprio’s market presence in designated practice areas or industry niches.
• Build and maintain strong referral networks, strategic partnerships, and market relationships.
• Identify new opportunities for service expansion, innovative offerings, and cross firm synergies.
• Recruit, mentor, and develop top talent within the practice area.
• Lead engagement teams by modeling accountability, collaboration, and advocacy for employee growth.
• Provide performance oversight, career coaching, and succession planning support.
• Foster a diverse, inclusive, high trust environment that enables teams to excel.

Tax Partner, M&A

• Developing innovative software solutions to drive digital transformation and enhance business performance
• Designing, coding, and testing applications to deliver exceptional user experiences
• Collaborating with team members to address client challenges and scope project requirements
• Applying knowledge of programming languages such as Java, Python, and C++
• Utilizing application frameworks and platforms like Spring Boot and React Native
• Engaging in continuous integration and delivery processes
• Conducting code reviews and debugging to maintain quality software standards
• Managing APIs and microservices
• Analyzing business requirements to inform software design and development strategies
• Participating in quality assurance testing to validate software functionality and performance

Tax Innovation – Software Engineer, Experienced Associate

• Ensure compliance with federal, state, and local tax regulations
• Handle complex tax matters related to partnership structures
• Preparation of tax workpapers
• Reviewing tax returns
• Making tax payments
• Providing strategic tax analysis through effective use of technology and data-driven tools
• Collaborate with internal teams, external tax providers, external auditors, and regulatory agencies to minimize tax liabilities, ensure compliance and efficiently handle tax risk

Senior Associate, Tax Compliance – Reporting

• Support the overall execution of family office client engagements, under the guidance of family office subject matter resources and partnering with functional technical specialists when deemed appropriate and/or relevant.
• Develop insights and strategic recommendations for family offices, identifying opportunities to enhance the office’s people, process, technology, and governance.
• Prepare, communicate, and present client reports and written deliverables, synthesizing complex ideas into clear, compelling narratives.
• Contribute to the evolution of RSM’s family office advisory offerings, shaping frameworks, methodologies, and best practices.
• Manage internal practice development initiatives, overseeing metrics tracking, workflow optimization, and knowledge-sharing efforts.
• Support family office thought leadership efforts, including drafting articles, developing conference materials, and engaging in market research.
• Assist in proposal generation and business development efforts, helping to refine engagement scope and pricing models.

Tax Supervisor – Advisory Services

• Manage and build trusting client relationships for the firm’s largest real estate clients
• Work collaboratively with clients and service teams to deliver exceptional value and quality
• Manage and drive the success of multiple engagements while enhancing profitability and implementing technology solutions
• Provide additional insights and business solutions that result in expanded business to clients
• Co-lead the development and execution of growth strategies with the federal tax teams
• Actively represent the firm in the business community to promote our brand and capabilities
• Attract, develop, and retain top talent; serve as a mentor and coach for emerging leaders
• Stay current on latest regulatory and legislative developments and continue to expand expertise

Tax Partner – Real Estate Debt Funds

• Responsible for creating and maintaining the overall change management plan and supporting deliverables
• Develop and execute a holistic change management strategy that successfully transitions key stakeholder groups
• Collaborate with Change Management leaders and colleagues, operations, product teams, IT, and other functional areas across RSM
• Manage change throughout the assigned project/initiative while ensuring on-time delivery of change materials
• Coordinate, apply, and track change management tools or activities

Tax Change Manager

• Managing, executing, and implementing the company’s worldwide transfer pricing strategy and policies.
• Ensuring compliance with worldwide transfer pricing rules and reporting obligations.
• Identifying and implementing opportunities for process improvements, automation, and scalability.
• Supporting an ongoing APA process, and assisting with information and data gathering.
• Supporting tax planning initiatives related to intercompany flows, GILTI, FTC utilization, and effective tax rate management.
• Assisting with tax analysis and modeling the impact of large transactions.

Tax Manager

• Prepare and distribute tax appeal invoices and denial letters.
• Manage the Appeal.Tax website.
• Provide support to the Tax Department for assessment appeals.
• Review appeal documentation for accuracy.
• Scan and profile appeal documentation into the document management system (iManage).
• Obtain PIN numbers from the appropriate sources.
• Prepare, update, and maintain assigned tax databases.
• Organize and accurately input information into tax software and databases.
• Assist attorneys with large document production projects.
• Prepare Freedom of Information Act (FOIA) requests.
• Draft, transcribe, edit, and file Tax Department correspondence.
• Prepare invoice packages for clients.
• Perform other duties as assigned or required.

Tax Clerk

• Proactively manage client service including implementing tax strategies, researching issues, correspondence, meetings and client development
• Identify opportunities for tax planning and other special services, while effectively managing the work of client team members
• Participate and contribute to the attainment of group goals
• Coach, mentor, and train team members
• Contact, obtain and develop new exempt organization clients through new business development efforts

Senior Tax Manager, Exempt Organizations

• Lead compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices
• Perform technical review of complex tax returns
• Advise and make recommendations to clients on business succession planning

High Net Worth Tax Principal

• Address, research, and consult on complex GIT technical issues for a variety of clients
• Collaborate with WNTO leaders and staff and work closely with Tax Solution Families on identifying risk management issues
• Review documentation and computations for client projects including voluntary disclosure agreements, nexus studies, taxability matrices, and transaction related analysis
• Prepare written tax advice on GIT matters
• Track new developments from state and local jurisdictions with an emphasis on covering GIT issues
• Support Firm-wide and external training to enhance the knowledge of Firm professionals and clients in GIT matters
• Develop tools that will be utilized by the Firm to provide quality service to clients

Global Indirect Tax Director

• Specializing in delivering end-to-end solutions that integrate business, experience, and technology aspects
• Working closely with clients to understand their needs, design and implement innovative solutions
• Facilitating successful delivery of projects
• Analyzing client needs and offering guidance to create memorable experiences
• Managing and inspiring team members to navigate complex situations and deliver quality results

Senior Associate, Tax Innovation & Delivery Experience – Tax Transformation

• Leads complex, technology-enabled implementation and innovation initiatives that support Ryan’s service lines, proprietary platforms, and enterprise strategy.
• Manages large-scale client and internal projects from scope definition through delivery, ensuring on-time, on-budget execution and high-quality outcomes.
• Translates business and technical requirements into scalable solutions that drive operational efficiency, client value, and measurable financial impact.
• Creates a positive, accountable, and collaborative team environment aligned with Ryan’s core values.
• Coordinates resources, timelines, and budgets across multiple concurrent implementation and innovation initiatives.
• Manages internal and external enterprise tax technology and software implementation projects to completion.
• Defines project scope, tasks, timelines, budgets, and resource allocation while maintaining disciplined financial oversight.
• Establishes processes to monitor adherence to project timelines and budgets and communicates variances proactively.

Senior Manager, Tax Technology Consulting

• The Senior Manager, Business Solutions leads complex, technology-enabled implementation and innovation initiatives that support Ryan’s service lines, proprietary platforms, and enterprise strategy.
• This role manages large-scale client and internal projects from scope definition through delivery, ensuring on-time, on-budget execution and high-quality outcomes.
• The Senior Manager translates business and technical requirements into scalable solutions that drive operational efficiency, client value, and measurable financial impact.
• Reporting to a leader within Business Solutions, this role combines program leadership, technical oversight, and client engagement to advance Ryan’s digital transformation and innovation objectives.
• Creates a positive, accountable, and collaborative team environment aligned with Ryan’s core values.
• Manages resource allocation, workload distribution, and performance management.
• Coordinates resources, timelines, and budgets across multiple concurrent implementation and innovation initiatives.
• Manages internal and external enterprise tax technology and software implementation projects to completion.

Tax jobs in Illinois

See all jobs on JobTailor

Senior Tax Strategy Advisor

Tax Counsel/Manager – Supply, Trading & Shipping

Vice President, Tax Real Assets

Partnership Tax Senior Associate – SALT

Director, Tax Innovation – Software Engineering

Tax Manager – Federal Credits and Incentives

Tax Partner, M&A

Tax Innovation – Software Engineer, Experienced Associate

Senior Associate, Tax Compliance – Reporting

Tax Supervisor – Advisory Services

Tax Partner – Real Estate Debt Funds

Tax Change Manager

Tax Manager

Tax Clerk

Senior Tax Manager, Exempt Organizations

High Net Worth Tax Principal

Global Indirect Tax Director

Senior Associate, Tax Innovation & Delivery Experience – Tax Transformation

Senior Manager, Tax Technology Consulting

Senior Manager, Tax Technology Consulting