Tax Manager - T&E [Trust & Estate]

Overview

This role is a Tax Manager position on the Trust & Estate Tax team within the National Tax practice.

The employer is a hybrid organization. While this position is remote (no requirement to perform job duties within proximity of an office location), 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 T&E group
• Handle PCS Tax functions (personal, partnership, and S Corp 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 a team of professionals within the group to complete engagements from start to finish

Requirements

• Bachelor’s degree in Accounting; Master’s in Tax is a plus
• CPA, LLM, or JD is preferred
• 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 communication and presentation (verbal and written) skills

Compensation & Benefits

In Illinois, the salary range for a National Tax Manager is $110,000 to $170,000.

Compensation includes a discretionary performance bonus, generous paid time off, expanded and inclusive parental benefits, and access to learning and development platforms.

Location

Illinois (remote position; office attendance may be required with scheduled notice for client work, team meetings, or trainings).