Tax Manager - Trust & Estate

Friedman + Huey Associates LLP; Illinois; Hybrid; USD 100,000 - 125,000; Full time

Job summary

A mid-size accounting firm is seeking an experienced fiduciary tax professional to support high-net-worth clients. Responsibilities include preparing complex tax returns and consulting on tax strategies. Ideal candidates will have 5+ years of fiduciary tax experience, a CPA or JD/LLM in Taxation, and strong analytical skills. The firm offers competitive compensation, flexible schedules, and generous paid time off.

Benefits

401k

MST and CPA reimbursement

Annual bonus pool

Generous paid time off

Summer Fridays

Work from home options

Qualifications

• 5+ years of experience in fiduciary tax and wealth planning.
• CPA license or JD/LLM in Taxation preferred.
• Strong decision-making and critical thinking skills.

Responsibilities

• Prepare and review complex tax returns for high-net-worth clients.
• Consult on income and estate/gift tax planning strategies.
• Train and mentor staff on research skills and tax issues.

Skills

Fiduciary tax expertise

Analytical skills

Client relationship management

Effective communication

Team collaboration

Education

Bachelor's degree

Master's in Taxation

CPA or JD/LLM in Taxation

Tools

GO RS tax software

Microsoft Excel

Microsoft Word

Adobe Acrobat

Job description

Overview

This range is provided by Friedman + Huey Associates LLP. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range: $100,000.00/yr - $125,000.00/yr

This position can be hybrid or in-office at either of our Chicago suburban offices: Frankfort or Northbrook. There is potential to be fully remote, ideally within 2 hour driving distance from one of our offices for in-person meetings. We offer flexible schedules to allow for work/life balance.

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)
• Assist 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
• 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
• 401k
• MST and CPA reimbursement
• Annual bonus pool
• Work/life balance
• Work from home
• Generous paid time off
• Summer Fridays
• Office closed between Christmas - New Years

About us

At Friedman + Huey Associates we offer you the best of both worlds: the technical resources and breadth of experience of a mid-size accounting firm, together with the diversification, personal attention, and camaraderie of a smaller organization. Our team works with high-net-worth clients across multiple industries. We have sophisticated clientele, services and software as the larger firms delivered on a more personalized service platform.

We care about our employees as individuals and in helping them grow their career in the areas they’re interested in and balancing workloads. We have a mentoring program and in addition to your mentor, everyone is willing to help their co-workers, whether it be a work-related question or career based. We all work hard/play hard and have maintained team relationships even while working remote.