Tax Manager - Estate & Trust
$130k - $160kBenaiah Consulting Group. LLC
Job Description
Job Description
Trust & Estate Tax Manager | 100% Remote
$130-160K Base + Bonus + 100% Employer-Paid Benefits
Are you a seasoned tax professional with a focus in the Trust & Estate areas of personal HNW/UHNW tax and are looking to make a significant impact, keep reading.
Our client, a well-established CPA consulting, advisory and tax planning firm is looking for a Trust & Estate Tax Manager to take ownership of a complex, high-net-worth client portfolio. This is a fully remote role with real technical depth and direct client responsibility.
The Work
You will lead tax planning and compliance for HNW and UHNW individuals, families, and entities. That includes:
- Designing and implementing comprehensive tax planning strategies across personal, fiduciary, estate, and gift tax
- Structuring trust instruments to support wealth transfer goals and minimize tax exposure
- Overseeing preparation and review of complex returns - personal, fiduciary (1041), estate (706), and gift (709)
- Conducting technical tax research and resolving complex issues
- Serving as a primary relationship holder with clients - not just a reviewer in the background
This is a client-facing leadership role. You will be visible, trusted, and accountable.
What You Bring
- 4+ years in tax planning, with meaningful time spent on trust, estate, and HNW work
- Background in a CPA firm, wealth management firm, or law firm - you understand the client profile
- Strong technical command of tax laws and a desire to continue your personal and professional development and growth.
- CPA, JD, or EA required
- The ability to communicate complex concepts clearly to clients who are smart but not tax professionals
- A track record of mentoring staff and building toward results
The Firm
This is a firm with 30+ years of history in its market and a reputation built on client relationships, not volume. The culture is collaborative and people-focused. They have invested in building a successful remote infrastructure, and flexibility is genuine, not performative.
This role is built for someone who wants to do sophisticated work, work with quality clients, and grow without relocating.
To Be Considered
Submit your resume ASAP. Qualified candidates will be contacted directly.
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Tax Manager - Estate & Trust in Chicago, IL vacancy
$110k - $170k
...rewarding careers in advisory, assurance, and tax with team members who value innovation... ...organizations optimize performance, manage risk, and maximize value through CohnReznick... ...for a Tax Manager to join our Trust & Estate Tax team within our National Tax practice...SuggestedWork at officeLocal areaRemote workFlexible hours$130k - $170k
Job Description We are looking for a Tax Manager for our Chicago office to join our Gift, Estate, and Trust team. This role supports our work with high‑net‑worth individuals, families, and closely held businesses, providing advanced tax planning, compliance, and advisory...Suggested- Topel Forman LLC is seeking a Tax Manager for their Chicago office to provide advanced tax planning, compliance, and advisory services to... ...experience, a CPA/EA license, and the ability to develop trusted client relationships. This hybrid role offers a competitive salary...SuggestedWork at office
$100k - $165k
...of Withum Plus You - that’s the Power in the Plus! Withum’s Tax Services Group is made up of a brilliant team of tax... ...as well as International and Private Client services. As a Trust and Estate Tax Manager based out any of our office locations, you’ll work alongside...SuggestedWork at officeLocal areaRemote work$150k - $250k
A highly respected accounting firm is seeking a Senior Tax Manager/Principal to oversee strategy and compliance for federal and multi-state tax returns for high-net-worth individuals. Responsibilities include providing exceptional customer service, consulting on tax planning...SuggestedRemote jobFull time- CohnReznick is seeking a Tax Manager for the Trust & Estate Tax team within our National Tax practice in Chicago, Illinois. This hybrid role focuses on high net worth clients and offers flexibility. The ideal candidate should possess a Bachelor's degree in Accounting,...Remote job
$100k - $165k
A leading tax services firm is seeking a Trust and Estate Tax Manager in Chicago, Illinois. This role involves managing tax engagements, overseeing returns, and mentoring staff. Candidates should have a Bachelor's in Accounting, CPA or JD, and at least 5 years of experience...Remote job$151k - $226k
...Wipfli offers a career-defining opportunity. As a Senior Tax Manager specializing in Real Estate As a Senior Tax Manager specializing in Real Estate,... ..., ensuring accuracy and timeliness. Serve as a trusted advisor to clients, providing proactive guidance on tax...Temporary workLocal areaFlexible hoursWipfli
Chicago, IL3 days ago$113k - $153k
...defining opportunity. Responsibilities Responsibilities: * Lead and manage complex real estate tax compliance and consulting engagements, ensuring accuracy and timeliness. * Serve as a trusted advisor to clients, providing proactive guidance on tax strategies and...Temporary workLocal areaFlexible hoursWipfli
Chicago, IL6 days ago$150k - $200k
...HNW Senior Tax Manager - Remote This Jobot Job is hosted by: Josh Forth Are you a fit? Easy Apply now by clicking the Apply button and sending us your resume. Salary: $150,000 - $200,000 per year A bit about us: As one of Virginia's growing and most respected...Part timeLocal areaRemote workFlexible hoursJobot
Chicago, IL9 hours ago- ...teams in Advisory, Assurance, and Tax services that value innovation... ...career opportunity for a Tax Manager to join our Chicago office .... ...will support our Real Estate Industry Group and more specifically... ...the people who live, work, and trust within their spaces. Why CohnReznick...Work at officeLocal areaRemote workFlexible hours
$170k - $260k
...Job Description Job Description Position: Fully Remote Senior Tax Manager / Tax Director - Gift, Estate, Trust Location: Remote (U.S.-based) Compensation: Competitive salary ($170k–$260k+) Bonuses: Generous annual performance bonuses Benefits Include...Summer workImmediate startRemote workFlexible hours$95.5k - $195.4k
...work with life moments, you're trusted to deliver results and make an... ...of our DNA across our audit, tax, and consulting groups. That's... .... Job Description: As a Tax Manager, you will provide tax consulting... ...client base within the real estate and construction industries. In...Local areaWorldwide$95.5k - $195.4k
...balance work with life moments, you're trusted to deliver results and make an impact. We... ...growth and leadership. Job Description As a Tax Manager , you will provide tax consulting and... ...base within the construction and real estate industries. Tax consulting includes performing...Local area$95.4k - $180.4k
...both personally and professionally. There's no one like you and that's why there's nowhere like RSM. We are seeking a Tax Manager for our Real Estate group. We serve a broad array of real estate owners, developers, and investors including public and private companies,...Work experience placementInternshipLocal areaRSM US LLP
Chicago, IL3 days ago$147.4k - $336.8k
Location: Anywhere in Country Overview The Real Estate Tax Senior Manager will apply knowledge across a wide range of tax areas and processes,... ...researching current market trends to maintain credibility as a trusted advisor. Building client relationships and demonstrating...Seasonal workFlexible hours$132.7k - $303.2k
...Your Key Responsibilities Serve as the Tax Functional Leader across compliance, advisory... ..., developing internal team members, and managing the functional efforts of such tax... ...timely and accurately completed. Serve as a trusted advisor and role model across multiple teams...Work experience placementSummer holidayFlexible hours$116.2k - $212.9k
...Anywhere in Country The opportunity Our tax function is constantly evolving, and it... ...There isn't an average day for a Real Estate Tax Manager - so you're likely to spend your time on... ..., to maintain your credibility as a trusted advisor. Building client relationships...Summer holidayFlexible hours$116.2k - $212.9k
...and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our... ...in which financial institutions are trusted and flourish, and the global economy... ...join our dynamic FSO team! Handling tax in such a large, sophisticated...Summer holidayFlexible hours- Ernst & Young Oman is seeking dedicated tax professionals to join our Fiduciary/Trust Tax Services team in Chicago. You will contribute to a better working world by preparing complex tax returns and advising clients in navigating fiduciary tax issues. The ideal candidate...
$95.5k - $195.4k
Crowe LLP in Chicago is hiring a Tax Manager to provide tax consulting and compliance services in the real estate and construction industries. The role involves managing client engagements, leading teams, and developing client relationships while delivering strategic tax...- Australia-Employment is looking for a Tax Manager to join their remote team. This role requires 5+ years of experience in public accounting, specifically with clients in construction and real estate. The position offers a lucrative salary, 5 weeks PTO, health and dental...Remote job
$113k - $153k
Wipfli LLP in Chicago is seeking a tax professional to lead real estate tax compliance engagements. The candidate will serve as a trusted advisor, ensure accuracy in tax returns, and mentor team members. A Bachelor’s degree in Accounting, CPA or JD/LLM, and 5+ years of...Flexible hours$180k - $250k
...financial advisory firm in Chicago is seeking a Tax Director responsible for leading tax... ...profound knowledge of individual, partnership, trust, gift, and investment taxation, along with... ...with internal leadership, oversee audits, manage relationships with authorities, and...$210k
...Senior Tax Manager Our wealth management client is a 55+ year comprehensive financial services firm committed to helping their clients... ..., including returns for individuals, business entities, trusts and estates Provide audit support and represent clients before tax...RK Partners
Chicago, IL1 day ago$120k - $180k
A leading tax consultancy is looking for a remote Tax Manager to deliver high-quality tax services focused on construction and real estate clients. The ideal candidate will have over 5 years of experience in public accounting, along with a CPA license. This role offers...Remote job$73.5k - $212.28k
...Requirements: Up to 20% At PwC, our people in tax services focus on providing advice and... ...team member's unique strengths, and managing performance to deliver on client expectations... ...virtual teams Skills in building trusted client relationships Ability to manage...Full timeH1bWork at officeRemote workPwC
Chicago, IL4 days ago$103.6k - $189.9k
...People Advisory Services - Global Payroll - US Payroll - Tax Services Manager Location: Chicago Other locations: Anywhere in Region Date: May... ...tools Developing relationship with clients and become their trusted advisor Manage EY internal stakeholders, client and vendor communications...Contract workSummer holidayLocal areaFlexible hoursErnst & Young Advisory Services Sdn Bhd
Chicago, IL3 days ago$66.6k - $124.2k
BMO U.S. is looking for a Fiduciary Tax Administrator in Chicago, IL to oversee trust and estate tax law. This role involves preparing trust income tax returns, managing workflows, and ensuring timely tax reporting. Candidates should have a strong accounting background,...- ...associate attorney with at least three years of experience in estate planning to join its Tax, Trusts, and Estates practice. This is a rare opportunity to... ...individuals and complex planning structures Ability to manage matters independently while working collaboratively...Work at officeFlexible hours
Liberty Personnel Services, Inc.
Chicago, IL4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax Manager - Estate & Trust. Be the first to apply!
Related searches
- state tax manager Chicago, IL
- sr tax manager Chicago, IL
- senior tax director Chicago, IL
- remote tax manager Chicago, IL
- hedge fund private equity tax manager Chicago, IL
- tax director Chicago, IL
- sales & use tax manager Chicago, IL
- tax manager Chicago, IL
- senior international tax manager Chicago, IL
- transfer pricing tax manager Chicago, IL