Senior Trust & Estate Tax Leader — 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

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.