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

Overview

This role is a Tax Senior Manager position on the Trust & Estate Tax team within National Tax. The position focuses on trust and estate tax work, with potential involvement in 1040/1041 matters.

This employer offers a hybrid work approach. The role is considered remote, meaning job duties do not require being performed within proximity of an office location. Remote employees may be asked to attend 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
• Support business development by generating opportunities within existing clients and pursuing 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 8 years of progressive tax experience with trusts and estates and high net worth clients.
• Minimum 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 $150,000 to $230,000.

Compensation includes:

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

Location

• Remote (no requirement to perform duties within proximity of an office location)
• May require in-office presence with scheduled notice for client work, team meetings, or trainings
• Salary range provided for Illinois