Trust & Estate Tax Manager
gpac
Tax Manager - Trust & Estate Location: Chicago Metro Job Type: Full-Time Compensation: Competitive salary + bonus About the Opportunity We are seeking an experienced Tax Manager with a strong Trust & Estate background to join a growing and well-established public accounting firm. This is an excellent opportunity for a tax professional who enjoys working closely with high-net-worth individuals, families, trusts, estates, and privately held businesses. The ideal candidate will bring strong technical tax knowledge, excellent client service skills, and the ability to manage complex engagements from start to finish. What You'll Do Manage and review complex federal, state, and local tax returns for individuals, trusts, estates, and closely held businesses. Prepare and/or review Form 1040, 1041, 706, and 709 returns. Advise high-net-worth individuals and families on tax planning and compliance strategies. Provide guidance related to estate, gift, and trust taxation. Manage multiple client engagements and ensure deadlines are met. Review tax returns for accuracy, completeness, and compliance with applicable tax laws. Research complex tax issues and communicate recommendations to clients and internal team members. Develop and maintain strong, long-term client relationships. Mentor and oversee the work of staff and senior-level tax professionals. Collaborate with partners and other members of the firm on complex client matters. Identify tax planning opportunities and assist clients with year-round tax strategy. What We're Looking For Bachelor's degree in Accounting, Finance, or a related field. CPA license preferred or required depending on experience. 6+ years of progressive tax experience, preferably within public accounting. Strong experience with Trust & Estate taxation. Experience preparing and reviewing 1040, 1041, 706, and 709 returns. Strong understanding of federal and state tax regulations. Experience working with high-net-worth individuals and privately held businesses is highly preferred. Strong analytical, organizational, and communication skills. Ability to manage multiple engagements and deadlines independently. Previous experience supervising or mentoring tax staff. Why Join? Competitive compensation and bonus opportunity Strong work-life balance Opportunity to work directly with high-net-worth clients Challenging and sophisticated tax work Career advancement opportunities Collaborative and supportive team environment Opportunity to take on increased leadership and client responsibility All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations. #J-18808-Ljbffr gpac
- 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...Suggested
$110k - $170k
...3/*generated inline style */ Department Tax/*generated inline style */ Location(s) Chicago... ...organizations optimize performance, manage risk, and maximize value through... ...opportunity for a Tax Manager to join our Trust & Estate Tax team within our National Tax practice...SuggestedWork at officeLocal areaRemote workFlexible hours- Crowe is seeking a Tax Manager to deliver high-level tax consulting and compliance for complex estate, gift, and trust matters. In this role, you'll manage multiple projects and provide exceptional client service to ultra-high-net-worth clients. Required qualifications...SuggestedWork at office
$150k - $250k
...Employment helps a large accounting firm recruit for a Senior Tax Manager/Principal focusing on high-net-worth individuals. You will... ...for complex federal and multi-state filings, including trusts and estates. The position is remote with full-time direct hire and a salary...SuggestedRemote jobFull time- 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
$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...- Topel Forman in Chicago is seeking a Tax Manager to join the Gift, Estate, and Trust team. You will lead advanced tax planning, compliance, and advisory services for high-net-worth individuals and closely held businesses, working directly with clients and firm leaders....
- CC Industries, a Chicago-based private company, seeks a Tax Manager to lead complex tax compliance across trusts, individuals, estates, and related filings. The role reviews work, provides guidance, and strengthens processes, while mentoring staff and coordinating with...
$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...Full timeH1bLocal area$99k - $266k
...and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description... ...a Financial Services Tax - Real Estate Manager, you will play a pivotal role within our... ...thoughtfully to establish a secure and trusted workplace for all.Applications will be accepted...Full timeH1bLocal area$120k - $160k
...advisory services firm of about 25 people looking for a talented Tax Manager to join their office in the greater Chicago, IL area. (... ...performing tax review work for corporations, partnerships, and trusts. ~ Experience working with high net worth individuals (UHNW...Full timeWork at office$160k - $200k
..., privately-held company that manages business, philanthropic, and family... ...equity investments, and real estate. The enterprise also supports... ..., financial operations, tax, research and innovation, human... ...accounting activities across trusts, individuals, estates, and related...Term timeSeasonal workWork at officeShift work$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$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$113k - $153k
...a career-defining opportunity. ResponsibilitiesResponsibilities: 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 industry...Temporary workLocal areaFlexible hours$95.4k - $180.4k
...that’s why there’s nowhere like RSM.Our Real Estate practice serves a range of clients including Real Estate Investment Trusts, Real Estate Private Equity Funds, real... ...buying their first building. We are seeking a Tax Manager for our Real Estate group. We serve a broad...Full timeWork experience placementInternshipLocal area$151k - $226k
...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 tax...Temporary workLocal areaFlexible hours$92k - $146.34k
...Tilly is a leading advisory, tax and assurance firm, providing... ...ResponsibilitiesJoin Baker Tilly as a Tax Manager with our Chicago office! This... ...can see yourself as a trusted business advisor, working face... ...Microsoft Suite skillsReal estate industry experience preferredEligibility...Full timeWork at officeLocal areaWorldwide- ...Ernst & Young Oman is seeking a Real Estate Tax Senior Manager to oversee tax planning projects and lead teams while providing high-quality advisory services across real estate, hospitality, and construction sectors. The role requires a Bachelor's degree and CPA certification...Remote work
- RSM US LLP, based in Chicago, is looking for a Tax Manager to join its Real Estate group. The role involves providing tax strategies for a diverse range of clients, including real estate owners and developers. The ideal candidate will have a BA/BS in Accounting or a related...Flexible hours
- Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients... ...Responsibilities Join Baker Tilly as a Tax Manager with our Chicago office! This is a great... ...clients you serve You can see yourself as a trusted business advisor, working face-to-face...Work at officeLocal areaWorldwide
- EY is seeking a Real Estate Tax Senior Manager in Chicago to lead tax planning projects for a diverse client base, providing timely and strategic tax advice. Ideal candidates will have seven to ten years of experience in real estate tax, strong technical skills, and the...Flexible hours
$92k - $146.34k
...Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients... ...joining Baker Tilly (BT) as a Tax Manager in the Real Estate sector in Chicago! - This is a great... ...clients you serve You can see yourself as a trusted business advisor, working face-to-face...Local areaWorldwide- Baker Tilly Advisory Group, LP is seeking a Tax Manager in the Real Estate sector in Chicago. This role focuses on delivering industry-focused tax services to Real Estate clients, collaborating with firm leadership to serve clients and grow the business. You will mentor...
$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- Umanist NA in Chicago, IL seeks an experienced Private Client Tax Manager / Senior Manager to lead tax engagements for high-net-worth individuals, families, trusts, estates, and private wealth clients. The ideal candidate has deep expertise in individual and fiduciary...
$91k - $321.5k
...Description & SummaryAt PwC, our people in tax services focus on providing advice and... ...guidance to the owners of PwC. As a Senior Manager you are expected to lead large projects,... ...factors thoughtfully to establish a secure and trusted workplace for all.Applications will be...Full timeH1bRemote work- Jobot is seeking a seasoned tax professional to join our Chicago private client tax practice. The role emphasizes estate, gift and trust tax with UHNW and investment partnership experience valued. Expect busy seasons with 50-55 hour weeks, generous bonus potential, and...Private practice
$172.5k - $187.5k
As the Transaction Tax Manager you’ll lead innovative tax planning, consulting, and compliance skills on M&A projects for your multiple clients... ..., we believe in making business more personal and building trust into every result - for our clients and you. Here, we go beyond...InternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week$99k - $266k
Industry/SectorNot ApplicableSpecialismState & Local Tax (SALT)Management LevelManagerJob Description & SummaryAt PwC, our people in tax services... ...these factors thoughtfully to establish a secure and trusted workplace for all.SummaryLocation: CA-San Francisco; CA-Los...Full timeH1bLocal area
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