Tax Senior Manager - T&E [Trust & Estate]

Overview

The organization is seeking a Tax Senior 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 work. The position partners with tax technical experts and supports the development of professionals within the practice.

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

• Read and interpret wills and trust agreements for tax-relevant provisions.
• Review complex gift, estate, and fiduciary income tax returns.
• Review fiduciary accountings for trusts and estates.
• Provide wealth transfer tax planning and tax consulting to ultra high net worth clients.
• Research and consult on estate, gift, and fiduciary income tax issues, including:
  • State trust residency and taxation
  • Grantor trust toggling
  • GST tax implications
  • Pre- and post-mortem tax optimization
• Help generate opportunities within existing client relationships.
• Meet with and pursue new clients.
• Manage all aspects of client relationships.
• Lead and develop a team of professionals to complete engagements from start to finish.

Requirements

• Active CPA license in at least one State.
• Minimum of 8 years of progressive tax experience with trusts and estates, as well as high net worth clients.
• Minimum of 5 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 in Tax.
• LLM or JD.

Compensation & Benefits

In Illinois, the salary range for a National Tax Senior Manager is $150,000 to $230,000.

The total rewards package includes:

• Discretionary performance bonus
• Generous paid time off
• Expanded and inclusive parental benefits
• Flexible work environment
• Learning and development platforms
• Paid time off for employees to volunteer

The employer is an equal opportunity employer. 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.