Trust Tax Manager

Ascendo Resources; Illinois; Hybrid; USD 120,000 - 140,000; Full time

Benefits offered by this job

Hybrid schedule with flexibility

Collaborative team-oriented environment

Competitive compensation and professional growth opportunities

Job summary

A professional staffing firm is seeking an experienced Trust Tax Manager to lead trust and estate engagements for high-net-worth clients. This role involves preparing and reviewing fiduciary tax returns, collaborating on tax planning, and mentoring junior associates in a hybrid work environment offering flexibility. Ideal candidates should have over 5 years of fiduciary tax experience and strong analytical and communication skills.

Qualifications

• 5+ years of fiduciary tax experience in public accounting or professional services environment.
• Strong knowledge of trust, estate, and fiduciary tax compliance (1041s).
• Ability to mentor junior staff in trust taxation.

Responsibilities

• Prepare and review complex fiduciary income tax returns (1041s).
• Collaborate with specialists on planning strategies for high-net-worth individuals.
• Act as a key point of contact for client communication.

Skills

Fiduciary tax experience

Analytical skills

Client relationship skills

Communication skills

Education

Bachelor’s degree in Accounting, Finance, or related field

Master’s in Taxation

CPA, JD, or LLM in Taxation

Tools

GoRS tax software

Microsoft Office Suite

Job description

Base pay range

$120,000.00/yr - $140,000.00/yr

About the Opportunity

Our client, a well-established, boutique HNW/Fiduciary Tax firm is seeking an experienced Trust Tax Manager to join a collaborative and client-focused team. In this role, you’ll manage trust and estate engagements for high-net-worth clients, oversee the preparation and review of fiduciary tax returns (Form 1041), and provide strategic tax planning support. This position offers the chance to work closely with partners, mentor junior staff, and build strong client relationships in a supportive and flexible work environment.

This position can be remote for candidates within 2 hour driving distance of Chicago!

What You’ll Do

• Prepare and review complex fiduciary income tax returns (1041s), estate returns, and foundation filings.
• Collaborate with estate and gift tax specialists on planning strategies for high-net-worth individuals and families.
• Interpret and apply trust and estate planning documents (e.g., wills, trusts) to client engagements.
• Recommend tax-efficient strategies to minimize client liabilities and support long-term planning.
• Train, mentor, and guide associates and seniors on trust taxation and client service best practices.
• Act as a key point of contact for client communication and issue resolution.
• Stay current with changes in fiduciary tax law and best practices.

What We’re Looking For

• Bachelor’s degree in Accounting, Finance, or related field (Master’s in Taxation preferred).
• CPA, JD, or LLM in Taxation strongly preferred.
• 5+ years of fiduciary tax experience (public accounting or professional services environment) preferred.
• Strong knowledge of trust, estate, and fiduciary tax compliance (1041s).
• Excellent analytical, research, and problem-solving skills.
• Strong communication and client relationship skills.
• Proficiency with tax software (GoRS or similar) and Microsoft Office Suite.

Why Join?

• Hybrid schedule with flexibility (Northbrook or Frankfort office, with partial remote options).
• Collaborative, team-oriented environment with strong mentorship culture.
• Exposure to sophisticated high-net-worth clients and complex fiduciary tax work.
• Competitive compensation, benefits, and opportunities for professional growth.

Ascendo is a certified minority owned staffing firm, and we welcome and celebrate diversity.

Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service or any other characteristic protected by federal, state or local law.