Tax Manager - Trusts & Estates
Listed on 2026-09-14
-
Accounting
Tax Manager, Tax Advisor, Accounting & Finance, Tax Accountant
Job Description
Tax Manager - Trusts, Estates
$160,000-$170,000+ salary depending on experience
Monday-Friday | 8:30 AM-5:00 PM
Location:
Schaumburg, IL
CPA Highly Preferred
About the Opportunity
We’re partnering with a growing public accounting firm that is looking for an experienced Tax Manager to lead complex tax engagements, review returns, support staff, and manage client relationships.
This role is a strong fit for a CPA with trust, estate, high-net-worth, and pass-through entity tax experience who enjoys technical tax work, client advisory, and mentoring junior team members.
The firm offers strong compensation, 5 weeks of PTO
, and the opportunity to step into people leadership after getting settled in the role.
What You’ll Be Doing
- Manage complex tax engagements from planning through completion.
- Review tax returns for high-net-worth individuals, trusts, estates, and pass-through entities
. - Research tax issues and advise clients on planning opportunities.
- Coordinate budgets, timelines, work papers, and engagement progress.
- Communicate with clients on tax matters, deadlines, issues, and recommendations.
- Mentor and coach staff by answering questions and reviewing work.
- Support partners with client retention, service opportunities, and firm initiatives.
- Help identify planning strategies for clients in areas such as manufacturing, construction, nonprofit, and closely held businesses
. - Use tax software and accounting tools including CCH and Quick Books Online
.
What They’re Looking For
- CPA highly preferred
- Strong tax background in trusts, estates, high-net-worth individuals, and pass-through entities
. - Experience supporting clients in manufacturing, construction, nonprofit, or closely held business sectors preferred.
- Ability to review complex returns and guide staff through technical questions.
- Strong client communication and relationship management skills.
- Experience mentoring, coaching, or reviewing staff work.
- Strong research, problem-solving, organization, and time management skills.
- Comfortable working extended hours during tax season.
Why You’ll Want This Role
- $160,000-$170,000+ salary depending on experience
- 5 weeks of PTO
- Strong technical tax role with meaningful client advisory work
- Opportunity to manage 2-3 direct reports after the first 8-10 months
- Work with complex clients instead of basic return volume
- Strong fit for a CPA who wants leadership, client ownership, and long-term growth
Tax Manager - Trusts, Estates
$160,000-$170,000+ salary depending on experience
Monday-Friday | 8:30 AM-5:00 PM
Location:
Schaumburg, IL
CPA Highly Preferred
About the Opportunity
We’re partnering with a growing public accounting firm that is looking for an experienced Tax Manager to lead complex tax engagements, review returns, support staff, and manage client relationships.
This role is a strong fit for a CPA with trust, estate, high-net-worth, and pass-through entity tax experience who enjoys technical tax work, client advisory, and mentoring junior team members.
The firm offers strong compensation, 5 weeks of PTO
, and the opportunity to step into people leadership after getting settled in the role.
What You’ll Be Doing
- Manage complex tax engagements from planning through completion.
- Review tax returns for high-net-worth individuals, trusts, estates, and pass-through entities
. - Research tax issues and advise clients on planning opportunities.
- Coordinate budgets, timelines, work papers, and engagement progress.
- Communicate with clients on tax matters, deadlines, issues, and recommendations.
- Mentor and coach staff by answering questions and reviewing work.
- Support partners with client retention, service opportunities, and firm initiatives.
- Help identify planning strategies for clients in areas such as manufacturing, construction, nonprofit, and…
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