Trust & Estate Tax Senior Manager/Director
$170k - $260kLevelociti
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:
- 401(k) with 5% match
- Unlimited PTO + Summer Fridays off
- Reduced busy season hours (average 50–55 per week)
About Us:
We're a progressive, nationwide firm headquartered in Chicago with offices across the country. Our focus is on delivering top-tier tax services while maintaining a people-first, remote-forward culture. We offer strong compensation packages, equity opportunities, and a real commitment to work-life balance.
Role Overview:
In this leadership role, you’ll manage a diverse client portfolio, guide a team of tax professionals, and take ownership of tax planning and compliance projects across various industries focusing on HNW,. Gift, Estate, Trust, including real estate, tech, construction, professional services, and more. You’ll collaborate closely with clients and senior leadership to deliver strategic insights and value.
Core Responsibilities:
- Manage and deliver timely, high-quality tax services to a range of clients
- Lead and mentor a team of tax professionals
- Review complex tax filings, Gift, Estate, Trust, S Corps, C Corps, Partnerships, Individuals.
- Develop and implement strategic tax planning initiatives
- Keep up with tax law updates and apply them effectively
- Foster strong client relationships and contribute to firm-wide strategy
Qualifications:
- Bachelor’s in Accounting, Finance, or related field (CPA preferred)
- 5+ years of tax experience, with at least 2 years in a leadership role
- Strong technical expertise across entity types and individual taxation
- Excellent leadership and communication skills
- Able to manage multiple priorities in a remote, fast-paced environment
Why Join Us?
- Highly competitive pay and bonus structure
- Emphasis on flexible work schedule, 100% Remote
- Open PTO Policy and summer schedule perks
- Supportive, collaborative team culture
If you're a high-performing tax professional looking for a new challenge with real growth potential, we’d love to connect.
Send me your resume today for immediate consideration!
Vacancy posted 8 days ago
Similar jobs that could be interesting for youBased on the Trust & Estate Tax Senior Manager/Director in Chicago, IL vacancy
$150k - $230k
...generated inline style */ Department Tax/*generated inline style */ Location(... ...organizations optimize performance, manage risk, and maximize value through... ...exciting career opportunity for a Tax Senior Manager to join our Trust & Estate Tax team within our National Tax practice...SeniorWork at officeLocal areaRemote workFlexible hours- gpac is seeking a Tax Manager with a strong Trust & Estate background in the Chicago Metro area. This role focuses on complex engagements for high-net-worth individuals, families, trusts, estates, and privately held businesses, offering opportunities to lead from start...Senior
$110k
...Job Description Job Description Tax Senior or Supervisor - Estate & Trust | Up to $110K + Paid Overtime We are partnering with an established... ...Support clients with tax and financial planning matters Manage multiple engagements, deadlines, and client assignments...SeniorWork at officeLevelociti
Chicago, IL8 days ago$190k - $220k
...Encino TeamWe are a sophisticated tax, accounting, and advisory... ...serving family office and real estate private equity sponsors with tax, and multi-generational trust and estate compliance and planning... ..., Entertainment and Business Management, and Business Advisory and...SeniorWork at officeLocal areaRemote workFlexible hoursCerity Partners
Chicago, IL11 hours ago$151k - $226k
...home, Wipfli offers a career-defining opportunity. As a Senior Tax Manager specializing in Real Estate, you will serve as a strategic advisor to clients,... ...engagements, ensuring accuracy and timeliness.Serve as a trusted advisor to clients, providing proactive guidance on...SeniorTemporary workLocal areaFlexible hours$124k - $335k
...and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...OpportunityAs a Financial Services Tax - Real Estate Senior Manager, you will play a pivotal role in guiding... ...with clients and stakeholders to foster trust and collaboration- Coaching and...SeniorFull timeH1bLocal area$100k - $110k
A well established and growing public accounting firm with a team that cares about their people is hiring a Senior Tax Accountant with Estate and Trust expertise to join their tax practice. Chicago, IL | In-Person | $100,000 - $110,000 /yr | Full-Time What You’ll Do: Consult...SeniorFull timeLocal area$133.1k - $295.67k
...team at one of the worlds top tax firms. Enjoy a collaborative,... ...multinational global private equity real estate investments, including with... ...process and other risk management activities; lead teams of tax... ...Additional Responsibilities for Senior Manager: Manage risk and...SeniorFull timeLocal areaKPMG
Chicago, ILa month 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...SeniorSeasonal workFlexible hours- ...a Top 25 public accounting firm in the Midwest to recruit a Senior Tax Manager for the Chicago office. The role focuses on corporate, partnership... ...equity-backed companies, family-owned businesses, real estate operators, and high-net-worth individuals. The Senior Tax Manager...SeniorWork at office
- ...goals. Join us.Overview:We are seeking a dynamic and experienced Senior Manager to join our Housing and Community Development practice. This... ...thinker and hands-on leader with deep expertise in Historic Tax Credits (HTC) and New Markets Tax Credits (NMTC). Experience with...SeniorFull timeRemote workFlexible hours
- Illapa Search is representing a nationally recognized law firm in Chicago seeking a Trusts & Estates Senior Associate or Counsel to advise high-net-worth individuals, families, and fiduciaries on sophisticated estate planning, wealth transfer, and succession matters. The...Senior
- BMO Harris Bank seeks a senior Trust & Estate professional to deliver high-quality client service, oversee fiduciary accounts, and identify... ...regional teams. You will provide technical support for fiduciary management and act as a subject matter expert on relevant regulations...Senior
- Addison Group is seeking an experienced Trusts & Estates Paralegal to support probate, estate administration, trust administration, and fiduciary... ..., strong organizational skills, and the ability to manage multiple matters with deadlines in a highly flexible hybrid environment...SeniorFlexible hours
- Husch Blackwell LLP in Chicago seeks a Senior Trusts & Estates Tax Professional to support high‑level estate administration, post‑death irrevocable trusts, and fiduciary tax matters for domestic and international clients. You will prepare estate and fiduciary tax returns...Senior
$100k - $120k
Beacon Hill is seeking a Trusts & Estates Planning Paralegal to join a midsized firm in a full-time, 35-hour week role. This position is 10... ...ranging from $100,000 to $120,000. The ideal candidate will manage sophisticated probate and estate administration matters, work...SeniorRemote jobFull timeWork at office$175k - $200k
...looking for a seasoned legal professional to enhance their Trusts & Estates practice. The ideal candidate will have over 10 years of experience... ...possess extensive knowledge in Estate Planning and Wealth Management. This role offers a competitive salary package ranging from...SeniorFlexible hours$365k - $420k
...have at least five years of relevant transactional experience in trust and estate planning and administration. Strong academic credentials and excellent communication skills are required, with an LL.M. in tax preferred. The firm offers a supportive workplace culture and a...Senior- ...Attorney Search in Chicago seeks a Senior Associate, Counsel, or Income... ...to join its Private Clients, Trusts & Estates practice. The successful... ...legal solutions and managing complex projects. The role involves... ...planning strategies, supervising tax implications, and leading...SeniorPrivate practice
$130k - $170k
...Description Job Description We are looking for a Tax Manager to work remotely to join our Gift, Estate, and Trust team. This role supports our work with high‑net‑... .... You can expect to work directly with clients, senior-level management, and partners with knowledge of...Remote work$110k - $210k
...ll Do Are you an experienced tax professional with a passion for... ...tax planning? As a Senior Manager on our High Net Worth Tax team... ...compliance engagements, serve as a trusted advisor on sophisticated individual... .... Oversee trust and estate-related filings (Form 1041) and...SeniorFull timeContract workWork at office$130k - $160k
...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...Immediate startRemote workRelocation$124k - $335k
...advisory needs such as audit, tax compliance, and planning to help... ...on key issues like wealth management, compliance, cash flow management... ..., now and in the future.As a Senior Manager, you'll work as part of... ...and stakeholders to build trust.Uphold the firm's code of ethics...SeniorFull timeH1b$126.1k - $253k
...executives who have or require complex estate and income tax planning and compliance. Our team of... ..., philanthropic, retirement and trust aspects of a client’s planning and compliance... ...achieve our clients’ goals. As a Tax Senior Manager, you will be responsible for the...SeniorFull timeWork experience placementInternshipLocal area$110k - $210k
What You’ll Do As a Senior Manager on our State & Local Tax (SALT) team, you will lead complex direct tax (income/franchise) engagements for investment... ...funds, and asset management clients. You’ll serve as a trusted advisor on multi-state tax matters, delivering...SeniorFull timeContract workWork at officeLocal areaRemote work- ...Private Wealth Services Tax ManagerAs the Private Wealth Services Tax Manager, you'll conduct primary and secondary reviews... ...tax returns and provide income, estate, and gift tax planning strategies... ...clients for estate, wills and trusts taxation, and individual income taxes...
Grant Thornton
Chicago, IL1 day ago $145k - $160k
...Tax Manager | DB Tax & Accounting (DBTA) Who We Are At DB Tax & Accounting (DBTA), we’re not your traditional accounting... ...providing sophisticated, high-touch advisory services across: Trust, Corporate, Individual, Estate & Gift, Partnership, Private Foundation, Captive...For contractorsWork at officeRemote workDB Tax & Accounting, LLC
Chicago, IL4 days ago- ...Senior Tax Manager Chicago, Illinois, United States About the Job Senior Tax Manager Minimum Requirements: ~5 Years... ...~ Expertise in private client management; particularly Estate, Gift & Trust Tax Responsibilities: Expertise in business...Senior
Boardroom Appointments
Chicago, IL4 days ago $155k - $200k
...FirmUnlock the Boundless Horizons of Tax, Valuation, and Business... ...as leaders, colleagues and trusted advisors. We equip you with world... ...your success!The RoleSenior Managers in our Commercial practice oversee... ...to early stage starts-ups.Senior Managers can expect to:Maintain...SeniorFull timeWork experience placementH1bLocal areaWork visa$124k - $335k
...SectorNot ApplicableSpecialismState & Local Tax (SALT)Management LevelSenior ManagerJob Description &... ...State and Local Tax Financial Services Senior Manager, you will play a pivotal role... ...conversations with teams and stakeholders to build trust and foster collaboration- Contributing...SeniorFull timeH1bLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Trust & Estate Tax Senior Manager/Director. Be the first to apply!
Related searches
- real estate director Chicago, IL
- director corporate real estate Chicago, IL
- estate manager Chicago, IL
- asset manager - commercial real estate Chicago, IL
- director of real estate development Chicago, IL
- real estate property manager Chicago, IL
- private estate manager Chicago, IL
- real estate accounting manager Chicago, IL
- finance manager real estate Chicago, IL
- lettings manager Chicago, IL