Tax Manager - Trusts & Estates

MOHR Talent; Schaumburg (IL); On-site; USD 160,000 - 170,000; Full time

Benefits offered by this job

5 weeks PTO

Job summary

MOHR Talent in Schaumburg, IL seeks an experienced Tax Manager to lead complex tax engagements, review returns for high-net-worth clients, trusts, estates and pass-through entities, and mentor staff while strengthening client relationships.

CPA highly preferred with strong tax background; the role offers strong compensation, 5 weeks of PTO, and a path to people leadership after settling in. Expect extended hours during tax season.

Qualifications

• CPA certification and 5+ years of tax experience.
• Experience with trusts, estates, and high-net-worth individuals.
• Experience with pass-through entities.
• Ability to review complex tax returns and guide staff.
• Strong client relationship management.
• Willingness to work extended hours during tax season.

Responsibilities

• Manage complex tax engagements from planning through completion.
• Review returns for high-net-worth individuals, trusts, estates, and pass-through entities.
• Research tax issues and advise clients on planning opportunities.
• Coordinate budgets, timelines, workpapers, and engagement progress.
• Communicate with clients on tax matters, deadlines, issues, and recommendations.
• Mentor and coach staff by answering questions and reviewing work.
• Support partners with client retention, service opportunities, and firm initiatives.
• Help identify planning strategies for clients in manufacturing, construction, nonprofit, and closely held businesses.

Skills

Client communication

Mentoring staff

Time management

Research skills

Problem solving

Education

CPA certification (preferred)

Tools

CCH

QuickBooks Online

Job description

$160,000-$170,000+ salary depending on experience

Monday-Friday | 8:30 AM-5:00 PM

CPA Highly Preferred

About the Opportunity

We’re partnering with a growing public accounting firm that is looking for an experienced Tax Manager to lead complex tax engagements, review returns, support staff, and manage client relationships.

This role is a strong fit for a CPA with trust, estate, high-net-worth, and pass-through entity tax experience who enjoys technical tax work, client advisory, and mentoring junior team members.

The firm offers strong compensation, 5 weeks of PTO, and the opportunity to step into people leadership after getting settled in the role.

What You’ll Be Doing

• Manage complex tax engagements from planning through completion.
• Review tax returns for high-net-worth individuals, trusts, estates, and pass-through entities.
• Research tax issues and advise clients on planning opportunities.
• Coordinate budgets, timelines, workpapers, and engagement progress.
• Communicate with clients on tax matters, deadlines, issues, and recommendations.
• Mentor and coach staff by answering questions and reviewing work.
• Support partners with client retention, service opportunities, and firm initiatives.
• Help identify planning strategies for clients in areas such as manufacturing, construction, nonprofit, and closely held businesses.
• Use tax software and accounting tools including CCH and QuickBooks Online.

What They’re Looking For

• CPA highly preferred
• Strong tax background in trusts, estates, high-net-worth individuals, and pass-through entities.
• Experience supporting clients in manufacturing, construction, nonprofit, or closely held business sectors preferred.
• Ability to review complex returns and guide staff through technical questions.
• Strong client communication and relationship management skills.
• Experience mentoring, coaching, or reviewing staff work.
• Strong research, problem-solving, organization, and time management skills.
• Comfortable working extended hours during tax season.

Why You’ll Want This Role

• $160,000-$170,000+ salary depending on experience
• 5 weeks of PTO
• Strong technical tax role with meaningful client advisory work
• Opportunity to manage 2-3 direct reports after the first 8-10 months
• Work with complex clients instead of basic return volume
• Strong fit for a CPA who wants leadership, client ownership, and long-term growth

MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at [e-mail]