Tax Manager (Trust and Estate)

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

Benefits offered by this job

Work/life balance

Flexible schedules

Generous paid time off

Summer Fridays

Medical/Dental

401k

Annual bonus pool

Job summary

A midsize firm is seeking a qualified tax professional to prepare complex returns for high-net-worth clients. This fully remote position offers a competitive salary range of $110,000 - $195,000 per year. Ideal candidates will have over 5 years of fiduciary tax experience and a CPA or JD/LLM in Taxation. Benefits include flexible schedules, generous time off, and a comprehensive medical plan. Join a supportive team focused on client relationships and professional growth.

Qualifications

• 5+ years of fiduciary tax and wealth planning experience in public accounting/professional services firm specifically with high-net-worth clients.
• CPA license or JD/LLM in Taxation preferred.
• Bachelor's degree required; master's in taxation preferred.

Responsibilities

• Prepare or review a diverse variety of complex returns for high-net-worth clients.
• Consult with estate/gift tax experts to develop tax planning strategies.
• Maintain knowledge of estate planning documents like trusts and wills.
• Review complex trust income and estate income tax returns.
• Develop efficient methods to maximize client benefits and decrease taxes.
• Train and mentor managers and associates.
• Perform other duties as assigned.

Job description

Job Details

Midsize firm, low and flexible billables, amazing benefits and more!! FULLY REMOTE (Preference to live in IL). Jobot Job is hosted by Mallory Schreiner.

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

Duties & Responsibilities

• Prepare or review a diverse variety of complex returns for our high-net-worth clients for their trusts, estate (1041’s), and foundations
• Consult with our estate/gift tax subject matter experts to develop income and estate/gift tax planning strategies for our clients
• Maintain current in-depth knowledge of and be able to read and interpret estate planning documents such as trusts and wills and be able to recommend planning ideas to our clients.
• Review complex trust income tax returns, and estate income tax returns (Form 1041)
• Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients current and future taxes
• Train and mentor managers/seniors/associates on specialization areas, research skills, and helps to appropriately frame tax issues for analysis
• Performs other duties as assigned

Competencies

• Superior verbal and written communication skills
• Ability to effectively delegate work as needed
• Strong analytical, research, and critical thinking skills as well as decision-making skills
• Capacity to work well in a team environment as well as independently
• Capable of effectively developing and maintaining client relationships
• Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients
• Proficient in GO RS tax software, Microsoft Excel, Word, Outlook, and Adobe Acrobat

Minimum Qualifications

• 5+ years of fiduciary tax and wealth planning experience in public accounting/professional services firm specifically with high-net-worth clients
• CPA license or JD/LLM in Taxation preferred
• Bachelor's degree required; master's in taxation preferred

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