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

For nearly four decades, Friedman+Huey Associates LLP has been providing high-level tax and business consulting services across the United States and in nearly 30 countries around the world. With a tremendous team of professionals, we place a keen focus on providing exceptional service to our clients. Our associates enjoy great camaraderie and an excellent work culture. We work hard/play hard and continue to maintain team relationships even while working remotely/hybrid.

As a Tax Manager | Senior Manager
- Trust & Estate, you will manage high-net-worth client engagements, from tax planning through the review of a variety of tax returns, as well as coach and supervise other tax professionals.

This position can be hybrid or in-office at either of our Chicago suburban offices:
Frankfort or Northbrook. There is potential to be fully remote, ideally within 2 hour driving distance from one of our offices for in-person meetings. We offer flexible schedules to allow for work/life balance.

You’ll be responsible for…

• 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
• 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

You’ll be part of an environment where you can develop and succeed personally and professionally, guided by our six core values of integrity, excellence, empowerment, teamwork, flexibility, and accountability.

We care about our employees as individuals and helping them grow their careers in the areas they’re interested in while balancing workloads. We have a mentoring program, but everyone is willing to help their co-workers, whether it be a question on a return or your career goals. We all work hard/play hard and have maintained team relationships even in a remote environment.

You’ll get…

• 401k
• MST and CPA reimbursement
• Annual bonus pool
• Work/life balance
• Work from home
• Generous paid time off
• Summer Fridays
• Office closed between Christmas
  - New Years

This position can be in our suburban Frankfort or Northbrook offices, hybrid schedule!

We’re always looking for innovative, driven professionals with a passion and understanding of accounting to bring their skill set to our team and clients. If this sounds like you, but this position doesn’t seem like the right fit, check out our other opportunities.