Senior Manager, Trust & Estate Tax (Remote)

Senior Manager, Trust & Estate Tax (Remote | Midwest Preferred) There are roles where you fill a seat. And there are roles where you step into a legacy. This is the second kind. A respected senior leader is retiring, and the firm is intentionally creating space for the next generation of fiduciary tax leadership. For the right CPA—sharp, steady, and strong with both people and technical work—this is an uncommon opportunity to inherit meaningful client relationships, elevate internal capability, and help guide a high‑performing, low‑ego team into its next era. This firm has a reputation for unusually long tenure. People stay because the culture is calm, modern, ethical, and deeply human. They invest in technology. They invest in mentorship. They do the work exceptionally well, and they enjoy doing it together. If you’re a senior fiduciary tax professional ready for a long‑term home—not another 18‑month stopover—let’s talk. Why This Role Stands Out A succession seat, not a churn seat You’re stepping into a mature book of sophisticated trust & estate work with room to grow—not a scramble, not a rebuild. Modern boutique environment Tech‑forward systems, video‑on collaboration, and a culture of emotional intelligence. Hands‑on impact without business development The firm has strong demand and deep client trust. You’re here to elevate the work—not hunt for it. Remote‑first with Midwest proximity preferred Quarterly in‑person collaboration near the Geneva/Wheaton corridor. Stable, respected, and future‑focused They’ve been around for decades and are planning the next 30 with intention. What You Will Lead Fiduciary Tax Expertise Prepare, review, and sign complex fiduciary income tax returns (1041, 706, 709 and related schedules) Navigate multi‑generational wealth with technical precision and clear communication Client Advisory & Relationship Stewardship Advise high‑net‑worth families, physicians, attorneys, and business owners Lead strategic trust, estate, and gift tax conversations with confidence and calm Serve as a key voice for clients during major life and succession planning moments Collaborative Partnership Work directly with wealth advisors, external attorneys, and family office professionals Partner closely with the CFO to enhance firmwide fiduciary strategy Internal Leadership & Development Mentor junior staff and help build a deeper bench of trust/estate talent Shape internal best practices as the firm grows through a generational transition What You Bring Active CPA 8+ years in trust, estate, and gift taxation (public accounting or boutique firm experience ideal) Strong command of fiduciary returns and related planning A client presence marked by clarity, empathy, and confidence Ability to work remotely while staying deeply connected to a team A desire for long‑term stability, mentorship, and meaningful client impact Comfort in a high‑trust, high‑accountability, video‑on culture Experience with Lacerte, CCH Axcess, or UltraTax is helpful but not required Compensation & Structure Base compensation: $140,000 – $160,000 Annual performance bonus (February): Up to 10% Reports to: CFO & Managing Director, Accounting & Tax Division Location: Remote‑first; Midwest preferred for occasional in‑person collaboration Client base: High‑net‑worth individuals, multigenerational families, medical professionals, attorneys, business owners Who Thrives Here Professionals who see complexity as interesting, not intimidating Advisors who can be direct without being abrasive Senior CPAs who want a place to plant roots, not bounce every 18 months People who enjoy mentoring and believe their work strengthens others Those who prefer low‑drama work environments with high integrity Interested? Let’s Talk. You can apply directly or reach out for a confidential conversation. High‑performing fiduciary talent doesn’t come around often—and neither does an opportunity like this. #J-18808-Ljbffr Crucial Hire