Remote Tax Manager, Estate & Gift Planning

Jobot; Frankfort (IL); Remote; USD 110,000 - 195,000; Full time

Benefits offered by this job

Work/life balance

Flexible schedules

Generous paid time off

Medical/Dental

401k

Annual bonus pool

Job summary

A midsize firm is seeking an experienced Tax Manager/Senior Manager for their Estate, Gift & Trusts team. The role will involve preparing and reviewing estate tax returns, collaborating with attorneys, and providing guidance to clients on financial decisions. This position offers flexibility with fully remote options and boasts generous benefits including paid time off and medical coverage. We're looking for candidates with 3+ years of estate and gift planning experience, along with strong communication skills and a relevant degree.

Qualifications

• Strong understanding of Estate, Trust, and Gift planning concepts.
• Experience collaborating with trust administrators, attorneys, and clients.
• Ability to review trust and estate plan documents.

Responsibilities

• Prepare and review estate tax returns (Form 706), and gift tax returns (Form 709).
• Guide clients through estate planning analysis.
• Help clients navigate complex tax matters.

Skills

3+ years of experience in gift/estate experience

Excellent communication and presentation skills

Ability to create and manage relationships with outside professionals

Ability to delegate work and mentor staff

Proficient in Microsoft Office products

Education

Bachelor’s degree (or equivalent legal or paralegal education)

MST, JD, or LLM

Licensed EA, CPA or Attorney

Tools

CCH Axcess

ProSystem

GEMS

Job description

A midsize firm is seeking an experienced Tax Manager/Senior Manager for their Estate, Gift & Trusts team. The role will involve preparing and reviewing estate tax returns, collaborating with attorneys, and providing guidance to clients on financial decisions. This position offers flexibility with fully remote options and boasts generous benefits including paid time off and medical coverage. We're looking for candidates with 3+ years of estate and gift planning experience, along with strong communication skills and a relevant degree.