Tax Manager - T&E [Trust & Estate]
Overview
This role is for a Tax Manager within the Trust & Estate Tax team of the National Tax practice. The position focuses on Trust & Estate work, with potential support on 1040/1041 assignments. The employer is a hybrid organization; most professionals work within commuting distance of an office. This specific role is considered remote, meaning day-to-day duties are not required to be performed near an office location. However, remote employees may be asked to be onsite with scheduled notice for client work, team meetings, or trainings.
Responsibilities
- Review gift, estate, and fiduciary income tax returns for the T&E group
- Handle PCS Tax functions (personal, partnership, and S corporation tax returns)
- Review fiduciary accounting for trusts and estates
- Provide tax planning and consulting to high net worth clients for estate and individual income taxes
- Manage all aspects of client relationships
- Manage and develop a team of professionals to complete engagements from start to finish
Requirements
- Bachelor’s degree in Accounting; Master’s in Tax is a plus
- CPA, LLM, or JD preferred
- Minimum of 5 years of progressive tax experience with trusts and estates and with high net worth clients
- Minimum of 2 years of supervisory experience, preferably in a public accounting firm
- Strong tax research skills
- Ability to lead, manage, and develop staff in a highly interactive team environment
- Excellent communication and presentation skills (verbal and written)
Preferred Qualifications
- Master’s in Tax
- CPA, LLM, or JD
- Supervisory experience in a public accounting firm
Compensation & Benefits
In Illinois, the salary range for a National Tax Manager is $110,000 to $170,000. Salary is one component of a total rewards package that includes a discretionary performance bonus, generous paid time off, expanded and inclusive parental benefits, and access to learning and development resources.
Location
Remote (hybrid firm; remote employees may be required to be present at an office with scheduled notice). Salary information is listed for Illinois.