Senior Trust & Estate Tax Manager - Remote

Distinct | North America; Illinois; Remote; USD 120.000 - 180.000; Vollzeit

Benefits dieser Stelle

Summer Fridays

Christmas & New Year shutdown

Generous PTO

Flexible schedules

Remote working

Medical and dental coverage

401(k)

Annual bonus pool

CPA/MST reimbursement

Zusammenfassung

Distinct | North America’s Illinois CPA firm is expanding its High Net Worth and family office group, focusing on fiduciary tax and wealth planning for wealthy individuals and families. The role offers remote work flexibility with optional on-site collaboration and close access to Partners.

You’ll review complex fiduciary returns, advise on estate and gift planning, and help shape clients’ wealth strategies while mentoring juniors.

Qualifikationen

• Around 5+ years of fiduciary tax and wealth planning experience in public accounting.
• Strong High Net Worth exposure preferred.
• Ability to have conversations with clients directly (not filtered through a Partner).
• Knowledge of complex 1041s and estate planning documents.

Aufgaben

• Review complex fiduciary returns, trusts and estates.
• Collaborate with estate and gift tax specialists on wealth structuring and tax exposure reductions.
• Engage in planning conversations behind clients’ structured wealth plans.
• Mentor Seniors and Associates in technical areas and problem solving; contribute to research.

Kenntnisse

Fiduciary tax & wealth planning

Client advisory & relationship mgmt

Public accounting experience

Ausbildung

CPA, JD or LLM in Taxation

Jobbeschreibung

Distinct | North America’s Illinois CPA firm is expanding its High Net Worth and family office group, focusing on fiduciary tax and wealth planning for wealthy individuals and families. The role offers remote work flexibility with optional on-site collaboration and close access to Partners.

You’ll review complex fiduciary returns, advise on estate and gift planning, and help shape clients’ wealth strategies while mentoring juniors.