Tax Manager - T&E [Trust & Estate]

Overview

This position is a Tax Manager role on the Trust & Estate Tax team within the National Tax practice. Work focuses on trust and estate matters, with the potential to support 1040/1041 work.

This role is considered remote. While remote, you 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 skills (verbal and written)

Compensation & Benefits

• Illinois salary range for a National Tax Manager: $110,000 to $170,000
• Discretionary performance bonus
• Generous paid time off
• Expanded and inclusive parental benefits
• Access to learning and development platforms

Location

Illinois (remote; occasional in-office presence may be required with scheduled notice for client work, team meetings, or trainings).