Tax Manager

This opportunity can also be to start after 4.15

If you’re coming from a bigger firm and you’re exhausted by the chargeable hours, internal politics, and feeling like a number this is a firm a lot of people have made the change to.

This is a firm that regularly hires people from 150–300 person firms… and then keeps them. Not because the work is easy but because the expectations are realistic, the people are human, and the culture actually matches what firms say they offer.

You’ll be joining a firm with around 80 people. This role will sit in the team that works with high-net-worth individuals, large family groups, and family offices, with a strong focus on Estate, Gift & Trust tax.

This is a compliance-led role, but not a narrow one. You’ll be involved in meaningful client conversations, estate planning analysis, and working closely with attorneys, trust administrators, and families who actually value what you do.

• Chargeable expectations under 2,100 hours
• Real time off - Managers receive 20 firm-wide days off on top of their vacation allowance.
• Access to Partners - You’re not buried under layers of management you’ll work directly with Partners locally
• Not your typical accounting firm - These are not “grey suit” accountants. The team is full of different personalities and backgrounds from artists to race-car drivers. It’s work-hard, play-hard, and very much not corporate but professional

• Preparing and reviewing 706, 709 and 1041 returns
• Working with trust administrators, estate attorneys and families
• Reviewing estate and trust planning documents
• Supporting estate administration and trust funding
• Acting as a trusted advisor to your clients
• Manager and mentor junior staff

The wider firm has also significantly expanded its Client Accounting Services and family office work, so there’s real variety if you enjoy seeing the bigger picture.

• Experience in Estate, Gift & Trust tax with public accounting
• You must have 706 Compliance experience
• Someone who enjoys client work
• CPA, EA, JD

Not ready with a resume? Or want a bit more information before applying? No problem. You can still apply the old-fashioned way, or just reach out to start a conversation with Imogen via Linked In or the Distinct Recruitment website or contact her cell at . She’ll be happy to tell you more about the firm, the job and the prospects before you commit further.

Imogen Talbot-Slack is a Recruiter with Distinct Recruitment. She’s been recruiting in finance for over 9 years, with a focus on public accounting firms across Illinois and Indiana.

Think you only have 87% of the required experience? Perfect - apply anyway. The CPA firms we partner with want diverse, interesting people, not corporate clones stamped from the same tedious mould.

Don’t overthink it. The worst outcome is a pleasant conversation about your career. The best? Well, that's where it gets rather exciting.