Tax Manager
$130k - $200kGeorge Bagley & Company L.L.C.
Tax Manager - Trust, Estate, High Net Worth Individuals
Location: Oakbrook Terrace, IL (On-site / Hybrid options available)
Experience Level: 8+ years in public accounting / Trust & Estate tax
Current Title Requirement: Tax Manager or Senior Manager
Credentials: CPA or EA highly preferred
About Us: We are a boutique, high-touch public accounting firm located in Oakbrook Terrace, IL. Unlike giant, faceless corporations, we focus on deep client relationships, offering sophisticated tax planning and compliance for high-net-worth individuals, families, trusts, and estates. We believe in autonomy, work-life balance, and providing a direct, transparent path to leadership.
The Opportunity
Are you a talented Tax Manager feeling stuck in a rigid hierarchy? We are looking for our next firm leader. This is not just a job; it is a direct pipeline to Partner. You will immediately manage an established portfolio of trust and estate clients, working closely with the current partners to transition these relationships over time.
What You Will Do
- Lead Trust & Estate Practice: Oversee complex tax planning, compliance, and consulting for Forms 1041, 706, 709, and complex 1040s.
- Client Advisory: Serve as the primary point of contact for high-net-worth clients, family offices, and estate attorneys.
- Review & Mentor: Review fiduciary accounting and tax returns while mentoring junior staff.
- Strategic Growth: Participate in firm management and strategic decision-making as you transition into a partner role.
What We Are Looking For
- Experience: 8+ years of progressive public accounting experience, with a heavy focus on fiduciary, trust, and estate taxation.
- Current Leadership: You must currently hold a Tax Manager position and be ready to step into a succession-track role.
- Credentials: A licensed CPA or Enrolled Agent (EA) is a significant advantage.
- Mindset: Strong entrepreneurial spirit, excellent communication skills, and a desire to help shape the future of a growing firm.
What We Offer
- Competitive base salary with lucrative partner-track performance bonuses.
- Comprehensive health, retirement, and benefits packages.
- Genuine work-life integration with manageable billable hour targets, even during busy season.
- Clear, written milestones detailing your transition to equity partner.
Base Salary: $130,000-$200,000
- Full Medical, Dental, Vision - Blue Cross Blue Shield 100% Paid for for Employee
- PTO
- Paid OT - straight time
- Bonus Opportunity
- 9% Annual 401k contribution
- Flex Hours
- Ability to Work from Home
For this position you must be currently authorized to work in the United States. We do not sponsor for this position.
Jordyn Fulgham is recruiting for this position. Email me your resume to apply for this job. Job ID: JF11-1989994
Vacancy posted 5 hours ago
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