Senior Manager, Trust & Estate Tax (Remote)

Crucial Hire; Geneva (IL); Remote; USD 140,000 - 160,000; Full time

Benefits offered by this job

Annual performance bonus

Long-term mentorship

Job summary

A respected firm is seeking a Senior Manager for Trust & Estate Tax. This remote role, with a Midwest preference, involves overseeing complex fiduciary tax returns and advising high-net-worth clients. Ideal candidates will have an active CPA and 8+ years of relevant experience. The firm values mentorship and offers a stable, low-drama work environment. Competitive compensation of $140K–$160K with additional bonuses is provided.

Qualifications

• Proven experience with fiduciary income tax returns.
• Ability to advise high-net-worth clients.
• Strong mentorship and leadership skills.

Responsibilities

• Prepare and review complex fiduciary income tax returns.
• Advise clients on estate, trust, and gift tax matters.
• Mentor junior staff and shape best practices.

Skills

Fiduciary Tax Expertise

Client Advisory & Relationship Stewardship

Collaborative Partnership

Internal Leadership & Development

Communication

Education

Active CPA

8+ years in trust, estate, and gift taxation

Tools

Lacerte

CCH Axcess

UltraTax

Job description

Senior Manager, Trust & Estate Tax (Remote | Midwest Preferred)

There are roles where you fill a seat.

And there are roles where you step into a legacy.

This is the second kind.

A respected senior leader is retiring, and the firm is intentionally creating space for the next generation of fiduciary tax leadership. For the right CPA—sharp, steady, and strong with both people and technical work—this is an uncommon opportunity to inherit meaningful client relationships, elevate internal capability, and help guide a high‑performing, low‑ego team into its next era.

This firm has a reputation for unusually long tenure. People stay because the culture is calm, modern, ethical, and deeply human. They invest in technology. They invest in mentorship. They do the work exceptionally well, and they enjoy doing it together.

If you’re a senior fiduciary tax professional ready for a long‑term home—not another 18‑month stopover—let’s talk.

Why This Role Stands Out

A succession seat, not a churn seat

You’re stepping into a mature book of sophisticated trust & estate work with room to grow—not a scramble, not a rebuild.

Modern boutique environment

Tech‑forward systems, video‑on collaboration, and a culture of emotional intelligence.

Hands‑on impact without business development

The firm has strong demand and deep client trust. You’re here to elevate the work—not hunt for it.

Remote‑first with Midwest proximity preferred

Quarterly in‑person collaboration near the Geneva/Wheaton corridor.

Stable, respected, and future‑focused

They’ve been around for decades and are planning the next 30 with intention.

What You Will Lead

Fiduciary Tax Expertise

• Prepare, review, and sign complex fiduciary income tax returns (1041, 706, 709 and related schedules)
• Navigate multi‑generational wealth with technical precision and clear communication

Client Advisory & Relationship Stewardship

• Advise high‑net‑worth families, physicians, attorneys, and business owners
• Lead strategic trust, estate, and gift tax conversations with confidence and calm
• Serve as a key voice for clients during major life and succession planning moments

Collaborative Partnership

• Work directly with wealth advisors, external attorneys, and family office professionals
• Partner closely with the CFO to enhance firmwide fiduciary strategy

Internal Leadership & Development

• Mentor junior staff and help build a deeper bench of trust/estate talent
• Shape internal best practices as the firm grows through a generational transition

What You Bring

• Active CPA
• 8+ years in trust, estate, and gift taxation (public accounting or boutique firm experience ideal)
• Strong command of fiduciary returns and related planning
• A client presence marked by clarity, empathy, and confidence
• Ability to work remotely while staying deeply connected to a team
• A desire for long‑term stability, mentorship, and meaningful client impact
• Comfort in a high‑trust, high‑accountability, video‑on culture
• Experience with Lacerte, CCH Axcess, or UltraTax is helpful but not required

Compensation & Structure

• Base compensation: $140,000 – $160,000
• Annual performance bonus (February): Up to 10%
• Reports to: CFO & Managing Director, Accounting & Tax Division
• Location: Remote‑first; Midwest preferred for occasional in‑person collaboration
• Client base: High‑net‑worth individuals, multigenerational families, medical professionals, attorneys, business owners

Who Thrives Here

• Professionals who see complexity as interesting, not intimidating
• Advisors who can be direct without being abrasive
• Senior CPAs who want a place to plant roots, not bounce every 18 months
• People who enjoy mentoring and believe their work strengthens others
• Those who prefer low‑drama work environments with high integrity

Interested? Let’s Talk.

You can apply directly or reach out for a confidential conversation. High‑performing fiduciary talent doesn’t come around often—and neither does an opportunity like this.