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

Overview

A professional services firm is seeking a Tax Senior Manager to join their Trust & Estate Tax team within the National Tax practice. This is a remote position, though occasional presence at an office may be required for client work, team meetings, or training sessions.

Responsibilities

• 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 consulting to ultra high net worth clients
• Research and consult on estate, gift, and fiduciary income tax issues such as state trust residency and taxation, grantor trust toggling, GST tax implications, and pre- and post-mortem tax optimization
• Generate opportunities within existing clients and pursue new clients
• Manage all aspects of client relationships
• Lead and 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 and high net worth clients
• Minimum of 5 years of supervisory experience, preferably in a public accounting firm
• Strong tax research skills
• Excellent verbal and written communication and presentation skills
• Ability to lead, manage, and develop staff in a collaborative team environment

Preferred Qualifications

• Master’s degree in Tax is a plus
• LLM or JD degree preferred

Compensation & Benefits

• Salary range in Illinois: $150,000 to $230,000
• Discretionary performance bonus
• Generous paid time off
• Expanded and inclusive parental benefits
• Access to extensive learning and development platforms

Location

• Remote position with potential occasional office presence

Equal Opportunity

The employer is committed to building a diverse, equitable, and inclusive workplace and encourages candidates who may not meet every qualification to apply. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, protected veteran status, or disability.