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

Overview

This organization is seeking a Tax Senior Manager to join the Trust & Estate Tax team within its National Tax practice.

This is a hybrid organization. While the role is considered remote (not requiring day-to-day duties to be performed within proximity to an office), remote employees may be required to be present at an office with scheduled notice for client work, team meetings, or trainings.

The role will focus on Trust & Estate work, with potential involvement in 1040/1041 work.

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 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 communication and presentation (verbal and written) skills

Preferred or plus:

• Master in Tax is a plus
• LLM or JD is preferred

Compensation & Benefits

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

Compensation includes discretionary performance bonus and a Total Rewards package featuring:

• Generous paid time off
• Expanded and inclusive parental benefits
• Expanded, flexible work environment
• Learning and development opportunities
• Paid time off for employees to volunteer

Location

Remote (with potential requirements for scheduled in-office presence for client work, team meetings, or trainings). Role is located in Illinois for compensation range purposes.