Senior Tax Manager - Trusts & Estates

CC Industries Inc.; Chicago (IL); Presencial; USD 160.000 - 200.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive compensation

Descripción de la vacante

CC Industries Inc. is seeking a Tax Manager to act as a senior technical and QA leader within the Accounting team, overseeing trust, gift, GST, and estate tax compliance across diverse filings.

The role emphasizes mentoring, research, and process improvement in a fast-paced environment. The ideal candidate will have deep expertise in trust and estate tax, significant experience reviewing complex work, and a collaborative, hands-on leadership style.

Formación

• Bachelor’s degree in Accounting or related field required; advanced degree preferred.
• CPA or JD preferred; Enrolled Agent designation desired for candidates without a CPA.
• Approximately 10 or more years of progressive tax compliance experience preferred.
• Deep experience with trust, individual, gift, and GST tax compliance, including exposure to a broad range of trust structures.
• Experience working with varied underlying investment portfolios that may include investment partnerships or hedge funds, real estate, marketable securities, operating businesses, and other investment types.
• Demonstrated experience reviewing complex tax work and maintaining a proactive quality control mindset.
• Experience managing people, leading complex processes, and coaching or training others.
• Strong Excel skills and experience using tax compliance software; experience with CCH Axcess is a plus.
• Strong written and verbal communication skills, with a collaborative approach.
• Comfortable operating in a fast-paced environment with shifting priorities, diverse responsibilities, and seasonal periods of increased workload.
• Willingness to work hand-on at both the detailed and strategic levels.

Responsabilidades

• Serve as a senior technical resource and quality assurance leader for trust, individual, gift, GST, and estate tax compliance matters.
• Review complex tax compliance work prepared by others, identify potential risks or inconsistencies, and provide clear, constructive guidance to support accurate and timely filings.
• Contribute directly to the annual tax compliance cycle and remain comfortable working across responsibilities, from detailed review and troubleshooting to broader process leadership.
• Manage and mentor one or more team members, with an emphasis on professional development, career planning, coaching, and effective prioritization.
• Provide functional leadership to team members across a collaborative, relatively flat reporting structure, including individuals who may not report directly to this position.
• Research new tax legislation, credits, investment structures, and other technical developments, translating complex topics into practical guidance for the broader team.
• Develop and lead training and knowledge-sharing efforts related to trust, individual, gift, GST, and estate tax compliance.
• Lead or contribute to the resolution of complex technical, data, and systemic nuances affecting tax compliance and financial accounting processes.
• Support quality assurance for information flowing across entities and tax structures, including partnership information incorporated into trust and individual filings.
• Oversee or contribute to the federal tax notice process, including research, response development, and representation in connection with complex IRS matters.
• Serve as a liaison with external legal and professional service partners on estate tax filings and other specialized matters, as needed.
• Partner with Accounting leadership and colleagues to establish priorities, manage shifting workloads, and maintain progress during high-volume periods.
• Cross-train outside the role’s primary areas of expertise and provide broader support to the Accounting team throughout the annual cycle.

Conocimientos

Trust tax

Estate tax

GST tax

Tax research

Tax compliance

Leadership

Educación

Bachelor's degree in Accounting

CPA or JD preferred

Enrolled Agent designation desired

Herramientas

CCH Axcess

Excel

Descripción del empleo

CC Industries Inc. is seeking a Tax Manager to act as a senior technical and QA leader within the Accounting team, overseeing trust, gift, GST, and estate tax compliance across diverse filings.

The role emphasizes mentoring, research, and process improvement in a fast-paced environment. The ideal candidate will have deep expertise in trust and estate tax, significant experience reviewing complex work, and a collaborative, hands-on leadership style.