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Remote Trust & Estate Tax Manager for Wealth Planning
Remote / Online - Candidates ideally in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-07-20
Chicago, Cook County, Illinois, 60290, USA
Listing for:
EP Wealth Advisors, Inc
Remote/Work from Home
position Listed on 2026-07-20
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
EP Wealth Advisors, Inc. is seeking a Tax Manager to lead federal and state tax services for high net worth clients. You will prepare fiduciary returns, perform tax projections, and support strategic tax planning with advisors and the wealth planning team.
The role includes developing comprehensive personal and business financial plans for clients with assets of $1M+. The position emphasizes client-facing responsibilities, collaboration across planning departments, and ongoing development of tax
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