Remote Tax Manager/Senior Manager (Gift & Estate)

Jobot; Northbrook (IL); Remote; USD 110,000 - 185,000; Full time

Benefits offered by this job

Work/life balance

Generous paid time off

Medical/Dental

401k

Job summary

A mid-sized CPA firm based in Illinois is seeking tax professionals to join its estate, gifts & trusts team. You'll prepare and review estate tax returns and collaborate with clients and attorneys. This role offers a flexible work environment with options for fully remote or hybrid work and includes generous benefits such as medical/dental and paid time off. Ideal candidates will have a Bachelor's degree with relevant experience and excellent communication skills.

Qualifications

• 3+ years of experience in gift/estate experience.
• An understanding of the concepts of Estate, Trust and Gift planning.

Responsibilities

• Prepare and review estate tax returns.
• Collaborate with trust administrators, attorneys, and clients.
• Review trust and estate plan documents.

Skills

Excellent communication and presentation skills

Ability to create and manage relationships with outside professionals

Ability to delegate work and help 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

Overview

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Job details: This Jobot Job is hosted by Colleen Gormley. Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.

Salary $110,000 - $185,000 per year.

Why join us

Our client, a mid-sized CPA firm based out of Illinois, is looking for experience tax professionals to join their specialized estate, gifts & trusts team! Join a wonderful firm that offers exceptional work/life balance and benefits of larger firms combined with white-glove client service of a boutique firm!

Benefits

• Work/life balance
• Work fully remote, hybrid, or from our Northbrook or Frankfort offices.
• Generous paid time off, personal days, and sick days
• Medical/Dental
• 401k

Job Details

• Prepare and review estate tax returns (Form 706), gift tax returns (Form 709), and fiduciary income tax returns (Form 1041)
• Collaborate with trust administrators, attorneys, and clients on estate and trust administration
• Review trust and estate plan documents and help clients with their estate planning analysis
• Be a trusted advisor to affluent families, helping them navigate complex tax matters with confidence
• Gain exposure to estate administration and trust funding.

Qualifications

• Bachelor’s degree (or equivalent legal or paralegal education)
• MST, JD, or LLM a plus but not required
• Licensed EA, CPA or Attorney a plus but not required
• 3+ years of experience in gift/estate experience
• An understanding of the concepts of Estate, Trust and Gift planning
• Excellent communication and presentation skills
• Ability to create and manage relationships with outside professionals, especially estate attorneys
• Ability to delegate work and help mentor staff
• Proficient in Microsoft Office products (Excel, Outlook and Teams)
• Familiarity with CCH Axcess or ProSystem or other software equivalents such as GEMS; GO RS experience is a bonus

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.

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