Tax Manager; Gift​/Estate

Position: Tax Manager (Gift/Estate)
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 "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

Your Impact:
As a Tax Manager/Senior Manager on our Estate, Gift & Trusts team, you’ll play a key role in guiding clients through some of life’s most important financial decisions. You’ll:

• Prepare and review estate tax returns (Form 706), gift tax returns (Form 709), and fiduciary income tax returns (Form 1041)
• Collaborate with trust administrators, attorneys, and clients on estate and trust administration
• Review trust and estate plan documents and help clients with their estate planning analysis
• Be a trusted advisor to affluent families, helping them navigate complex tax matters with confidence
• Gain exposure to estate administration and trust funding.

We are looking for:

• Bachelor’s degree (or equivalent legal or paralegal education)
• MST, JD, or LLM a plus but not required
• Licensed EA, CPA or Attorney a plus but not required
• 3+ years of experience in gift/estate experience
• An understanding of the concepts of Estate, Trust and Gift planning
• Excellent communication and presentation skills
• Ability to create and manage relationships with outside professionals, especially estate attorneys
• Ability to delegate work and help mentor staff
• Proficient in Microsoft Office products (Excel, Outlook and Teams)
• Familiarity with CCH Axcess or Pro System or other software equivalents such as GEMS; GO RS experience is a bonus

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

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