Remote Tax Manager — Trust & Estate for HNW Clients

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

Benefits offered by this job

Work/life balance

Flexible schedules

Generous paid time off

Summer Fridays

Medical/Dental

401k

Annual bonus pool

Job summary

A midsize firm is seeking a qualified tax professional to prepare complex returns for high-net-worth clients. This fully remote position offers a competitive salary range of $110,000 - $195,000 per year. Ideal candidates will have over 5 years of fiduciary tax experience and a CPA or JD/LLM in Taxation. Benefits include flexible schedules, generous time off, and a comprehensive medical plan. Join a supportive team focused on client relationships and professional growth.

Qualifications

• 5+ years of fiduciary tax and wealth planning experience in public accounting/professional services firm specifically with high-net-worth clients.
• CPA license or JD/LLM in Taxation preferred.
• Bachelor's degree required; master's in taxation preferred.

Responsibilities

• Prepare or review a diverse variety of complex returns for high-net-worth clients.
• Consult with estate/gift tax experts to develop tax planning strategies.
• Maintain knowledge of estate planning documents like trusts and wills.
• Review complex trust income and estate income tax returns.
• Develop efficient methods to maximize client benefits and decrease taxes.
• Train and mentor managers and associates.
• Perform other duties as assigned.

Job description

A midsize firm is seeking a qualified tax professional to prepare complex returns for high-net-worth clients. This fully remote position offers a competitive salary range of $110,000 - $195,000 per year. Ideal candidates will have over 5 years of fiduciary tax experience and a CPA or JD/LLM in Taxation. Benefits include flexible schedules, generous time off, and a comprehensive medical plan. Join a supportive team focused on client relationships and professional growth.