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

Overview

This role is part of the organization’s National Tax practice and focuses on Trust & Estate Tax, with potential support for 1040/1041 work. The employer offers a hybrid work environment; this position is considered remote and does not require duties to be performed within proximity to 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

Responsibilities include but are not limited to:

• 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-related issues, including:
  • State trust residency and taxation
  • Grantor trust toggling
  • GST tax implications
  • Pre- and post-mortem tax optimization
• Help generate opportunities within existing clients, and meet with and pursue new clients.
• Manage all aspects of client relationships.
• Manage a team of professionals within the group to complete engagements from start to finish.

Requirements

• Active CPA license in at least one State.
• Master in Tax is a plus.
• LLM or JD is preferred.
• 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 communication and presentation skills (verbal and written).

Preferred Qualifications

• Master in Tax
• LLM or JD

Compensation & Benefits

In Illinois, the salary range for a National Tax Senior Manager is $160,000 to $230,000.

The salary is one component of a total rewards package that includes:

• Discretionary performance bonus
• Generous paid time off
• Expanded, inclusive parental benefits
• Access to learning and development platforms

Location

Remote (with possible scheduled in-office presence for client work, team meetings, or trainings).

Salary range provided for Illinois.