Overview
This role is a Tax Senior Manager position within the Trust & Estate Tax team, part of the National Tax practice.
The employer is a hybrid organization. While this role is considered remote, it does not require day-to-day work to be performed near 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
- 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 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
- 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)
Preferred Qualifications
Compensation & Benefits
In Illinois, the salary range for a National Tax Senior Manager is $160,000 to $230,000.
Benefits include:
- Discretionary performance bonus
- Generous paid time off
- Expanded and inclusive parental benefits
- Access to learning and development platforms
- Paid time off for employees to volunteer
- Extensive learning & development
Location
- Remote (may require occasional presence at an office with scheduled notice)
- Salary range provided for Illinois