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. The position focuses on Trust & Estate work, with potential to support 1040/1041 matters.

The employer operates on a hybrid model. This position is considered remote, meaning day-to-day duties do not need to be performed within proximity of an office location. Remote employees may be asked 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 issues, including:
  • State trust residency and taxation
  • Grantor trust toggling
  • GST tax implications
  • Pre- and post-mortem tax optimization
• Identify 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 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

• Master in Tax
• LLM or JD

Compensation & Benefits

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

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

Location

Remote (no requirement to perform job duties 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

Equal opportunity employer. All qualified applicants 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.