Tax Manager (Trust and Estate)

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Job details:
Midsize firm, low and flexible billables, amazing benefits and more!! FULLY REMOTE (Preference to live in IL)

This Jobot Job is hosted by: Mallory Schreiner
Are you a fit? Easy Apply now by clicking the "Easy Apply" button
and sending us your resume.
Salary: $110,000 - $195,000 per year


A bit about us:

Midsize firm, low and flexible billables, amazing benefits and more!! FULLY REMOTE (Preference to live in IL)


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
  
  
  

Job Details

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
  
  

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.


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