Tax Manager (Gift/Estate)

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

Benefits offered by this job

Work/life balance

Flexible schedules

Generous paid time off

Medical/Dental

401k

Annual bonus pool

Job summary

A midsize firm is seeking an experienced Tax Manager/Senior Manager for their Estate, Gift & Trusts team. The role will involve preparing and reviewing estate tax returns, collaborating with attorneys, and providing guidance to clients on financial decisions. This position offers flexibility with fully remote options and boasts generous benefits including paid time off and medical coverage. We're looking for candidates with 3+ years of estate and gift planning experience, along with strong communication skills and a relevant degree.

Qualifications

• Strong understanding of Estate, Trust, and Gift planning concepts.
• Experience collaborating with trust administrators, attorneys, and clients.
• Ability to review trust and estate plan documents.

Responsibilities

• Prepare and review estate tax returns (Form 706), and gift tax returns (Form 709).
• Guide clients through estate planning analysis.
• Help clients navigate complex tax matters.

Skills

3+ years of experience in gift/estate experience

Excellent communication and presentation skills

Ability to create and manage relationships with outside professionals

Ability to delegate work and mentor staff

Proficient in Microsoft Office products

Education

Bachelor’s degree (or equivalent legal or paralegal education)

MST, JD, or LLM

Licensed EA, CPA or Attorney

Tools

CCH Axcess

ProSystem

GEMS

Job description

Overview

Midsize firm, low and flexible billables, amazing benefits and more!! FULLY REMOTE (Preference to live in IL).

Job details: This Jobot job is hosted by Mallory Schreiner. Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume. Salary $110,000 - $195,000 per year.

Why join us?

• Work/life balance
• Flexible schedules (flex time)
• Work fully remote, hybrid, or from our Northbrook or Frankfort offices.
• Generous paid time off, personal days, and sick days
• Summer Fridays
• Office closed between Christmas and New Years
• Medical/Dental
• 401k
• MST and CPA reimbursement
• Annual bonus pool

Job Details

Your Impact: As a Tax Manager/Senior Manager on our Estate, Gift & Trusts team, you’ll play a key role in guiding clients through some of life’s most important financial decisions.

• Prepare and review estate tax returns (Form 706), gift tax returns (Form 709), and fiduciary income tax returns (Form 1041)
• Collaborate with trust administrators, attorneys, and clients on estate and trust administration
• Review trust and estate plan documents and help clients with their estate planning analysis
• Be a trusted advisor to affluent families, helping them navigate complex tax matters with confidence
• Gain exposure to estate administration and trust funding

We are looking for

• Bachelor’s degree (or equivalent legal or paralegal education)
• MST, JD, or LLM a plus but not required
• Licensed EA, CPA or Attorney a plus but not required
• 3+ years of experience in gift/estate experience
• An understanding of the concepts of Estate, Trust and Gift planning
• Excellent communication and presentation skills
• Ability to create and manage relationships with outside professionals, especially estate attorneys
• Ability to delegate work and help mentor staff
• Proficient in Microsoft Office products (Excel, Outlook and Teams)
• Familiarity with CCH Axcess or ProSystem or other software equivalents such as GEMS; GO RS experience is a bonus

Additional

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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