Tax Manager | Trust & Estate for High-Net-Worth Clients

Fhassoc; Northern (KY); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Profit sharing plan

Job summary

Friedman+Huey Associates LLP is seeking a Tax Manager | Senior Manager - Trust & Estate to lead high-net-worth engagements, from tax planning to reviewing 1041s and related returns. You will coach staff, stay current on estate planning matters, and collaborate across our tax team in a hybrid model at our Chicago‑area offices.

This role offers flexible schedules and remote work options. The ideal candidate will have deep knowledge in trust, estate, and fiduciary taxation, with experience guiding

Responsibilities

• Prepare or review a diverse variety of complex returns for high-net-worth clients’ trusts, estate (1041s), and foundations
• Consult with estate/gift tax experts to develop income and estate/gift tax planning strategies
• Read and interpret estate planning documents and recommend planning ideas
• Review complex trust and estate income tax returns (Form 1041)
• Mentor and train junior staff on tax issues and research skills

Job description

Friedman+Huey Associates LLP is seeking a Tax Manager | Senior Manager - Trust & Estate to lead high-net-worth engagements, from tax planning to reviewing 1041s and related returns. You will coach staff, stay current on estate planning matters, and collaborate across our tax team in a hybrid model at our Chicago‑area offices.

This role offers flexible schedules and remote work options. The ideal candidate will have deep knowledge in trust, estate, and fiduciary taxation, with experience guiding