Tax Manager - Gift and Estate

Be among the first 25 applicants. Enjoy tax—let’s talk! We are seeking an experienced Tax Senior Manager to work hybrid or in either of our suburban offices:
Frankfort or Northbrook. Must have public accounting firm experience across various types of returns: individuals, corporate, partnership, fiduciary, estate and gift, exempt organizations.

• Demonstrates expertise in the 1040 (Individual) practice area.
• Has shown the ability to think beyond just doing a tax return and presents planning ideas for clients.
• Applies tax rules to moderately complex fact patterns to achieve most advantageous tax results.
• Learns from mistakes and is open to new ideas and suggestions regarding processes and methods.
• Participates in professional education and stays current in tax topics in their area.
• Applies knowledge and skills acquired through training.
• Clarity along with technical accuracy in writing and in emails.
• Recognizes issues including areas outside of their own.
• Shows judgment as to when to consult with others.
• Teaches others.
• Capable of managing multiple client engagements.
• Provides tax advice that helps clients.
• Gauges client satisfaction and is pro‑active in addressing client service issues.
• Resolves engagement‑related issues concerning timing of deliverables.
• Communicates deliverables to clients in an effective manner.
• Improves engagement margins through appropriate utilization of staff.
• Collaborates with the rest of the team to ensure client satisfaction.
• Manages quality through appropriate technical and non‑technical review.
• Keeps engagement team informed of any foreseeable problems or issues.
• Discusses with engagement partner and is held accountable for meeting client objectives.
• Looks for new business opportunities.
• Handles billing with only Partner review.

• Coaching / Development.
• Demonstrates the willingness and ability to train and mentor supervisors and staff to help them grow in their career.
• Has begun mentoring managers in addition to staff and interns.
• Supports mentoring initiatives and actively participates.
• Provides performance feedback throughout the year and during evaluations.
• Encourages staff to share responsibility in problem solving.
• Assists in resolving staffing conflicts.
• Shares expertise through Firm‑wide training.
• Trains staff for the long term.
• Works with and treats all staff, including administrative staff, equally and recognizes their contributions.
• Identifies strengths and assigns work accordingly.
• Demonstrates professional and personal behaviors that serve as an example to others.
• Serves as a positive liaison between management and staff.
• Self‑manages his/her own time; knows what needs to be done and works necessary hours.

• Begins to be involved in staff scheduling, client administration and coordination of staffing and workflow among the Firm’s different practice areas.

• Proven work experience as a tax senior manager.
• Excellent knowledge of tax accounting, tax compliance, and a variety of tax returns.
• Knowledge of tax software (preferably GoSystem) and MS Office.
• Good at meeting deadlines and solving problems.
• Exceptional client service along with the ability to develop excellent client relationships.
• Strong leadership and interpersonal skills.
• Analytical skills with detail orientation.
• BA in Accounting or MA in Taxation.
• Prior CPA firm experience required.
• Profit sharing program / 401k.
• MST and CPA reimbursement.
• Annual bonus pool.
• Work/life balance.
• Generous paid time off.
• Summer Fridays (starts Friday before Memorial Day thru 2nd Friday of August).
• 2 days off after Spring & Fall deadlines.
• Office closed:
  Memorial Day, Juneteenth, Independence Day, Labor Day, Thanksgiving Day & Friday after, Christmas Day thru New Year’s Day.

At Friedman + Huey, we offer the best of both worlds: the technical resources and breadth of experience of a mid‑size accounting firm, together with the diversification, personal attention, and camaraderie of a smaller organization. Our team works with high‑net‑worth clients across multiple industries. We provide sophisticated clientele, services, and software on a more personalized service platform. We care about our employees as individuals and help them grow their career in areas of interest while balancing workloads.

We have a mentoring program and a collaborative culture that supports career goals and teamwork, even while working remotely.