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

Overview

This role is with the organization’s National Tax team, focused on Trust & Estate Tax work, with the potential to support 1040/1041 work as needed.

The organization operates under a hybrid work model. This position is considered remote and does not require job duties to be 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.

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
• Help generate opportunities within existing clients 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, 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)

Compensation & Benefits

In Illinois, the salary range for a National Tax Senior Manager is $160,000 to $230,000. Salary is one component of the total rewards package, which includes:

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

Location

• Illinois (salary range specified)
• Remote position (may require in-office presence with scheduled notice for client work, team meetings, or trainings)