Tax Manager - T&E [Trust & Estate]

Overview

A professional services firm is seeking a Tax Manager to join their Trust & Estate Tax team within the National Tax practice. This is a remote position, though occasional presence at an office may be required for client work, team meetings, or training sessions.

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 services to high net worth clients for 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; Master's degree in Tax is a plus
• CPA, LLM, or JD preferred
• Minimum of 5 years of progressive tax experience with trusts and estates and high net worth clients
• At least 2 years of supervisory experience, preferably in a public accounting firm
• Strong tax research skills
• Ability to lead, manage, and develop staff in a collaborative team environment
• Excellent verbal and written communication and presentation skills

Compensation & Benefits

• Salary range in Illinois: $110,000 to $170,000
• Discretionary performance bonus
• Generous paid time off
• Expanded and inclusive parental benefits
• Access to extensive learning and development platforms

Location

• Remote position with potential occasional office visits
• Candidates should be located within a commutable distance to an office but remote work is the primary mode

Equal Opportunity

The employer is committed to building a diverse, equitable, and inclusive workplace. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, protected veteran status, or disability status.

Applicants with disabilities who require assistance during the recruitment process are encouraged to request accommodations.

Additional Information

• The firm operates under an alternative practice structure with separate entities providing assurance and advisory services.
• Employment agencies must have a written agreement with the employer to submit candidates; unsolicited resumes will not result in fees.

Applicants are encouraged to apply even if they do not meet every qualification listed, as diverse experiences are valued.