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

Overview

This role is a Tax Senior Manager position on the Trust & Estate Tax team within the National Tax practice. Responsibilities focus on trust and estate work, with potential exposure to 1040/1041 matters as well.

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-related issues, including:
  • State trust residency and taxation
  • Grantor trust toggling
  • GST tax implications
  • Pre- and post-mortem tax optimization
• Identify and help generate opportunities within existing clients
• 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; Master in Tax is a plus
• LLM or JD is preferred
• Minimum of 8 years of progressive tax experience with trusts and estates and 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)

Compensation & Benefits

• Illinois salary range: $160,000 to $230,000
• Discretionary performance bonus
• Generous paid time off
• Expanded and inclusive parental benefits
• Access to learning and development platforms

Location

• Hybrid firm; most professionals are located within a commutable distance to one of the organization’s offices.
• This position is considered remote, meaning job duties do not require being performed within proximity of an office location.
• Remote employees may be required to be present at an office with scheduled notice for client work, team meetings, or trainings.

Equal Opportunity

The employer is an equal opportunity employer committed to a diverse and inclusive team. 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 based on disability.