Tax Manager - T&E [Trust & Estate]

Overview

The organization is seeking a Tax Manager to join its Trust & Estate Tax team within the National Tax practice. This role focuses on trust and estate work, with potential involvement in 1040 and 1041 engagements. The manager will partner with tax technical experts and lead client engagements and team members.

This is a remote position and does not require job duties to be performed within proximity of an office location. However, remote employees may be required to be present at an office with scheduled notice for client work, team meetings, or trainings.

Responsibilities

• Review gift, estate, and fiduciary income tax returns for the Trust & Estate group.
• Handle PCS Tax functions, including personal, partnership, and S corporation tax returns.
• Review fiduciary accounting for trusts and estates.
• Provide tax planning and consulting to high-net-worth clients regarding estate and individual income taxes.
• Manage all aspects of client relationships.
• Lead and manage a team of professionals to complete engagements from start to finish.

Requirements

• Bachelor's degree in Accounting.
• Minimum of 5 years of progressive tax experience with trusts and estates, as well as 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 verbal, written, communication, and presentation skills.

Preferred Qualifications

• Master's degree in Tax.
• CPA, LLM, or JD.

Compensation & Benefits

• In Illinois, the salary range for a National Tax Manager is $110,000 to $170,000.
• Discretionary performance bonus.
• Generous paid time off.
• Expanded and inclusive parental benefits.
• Flexible work environment.
• Learning and development opportunities.
• Paid time off for volunteering.

Equal Employment Opportunity

The employer is an equal opportunity employer committed to a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability.