Remote Tax Manager/Senior Manager (Gift & Estate)

Overview

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Job details: This Jobot Job is hosted by Colleen Gormley. Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.

Salary $110,000 - $185,000 per year.

Why join us

Our client, a mid-sized CPA firm based out of Illinois, is looking for experience tax professionals to join their specialized estate, gifts & trusts team! Join a wonderful firm that offers exceptional work/life balance and benefits of larger firms combined with white-glove client service of a boutique firm!

Benefits

• Work/life balance
• Work fully remote, hybrid, or from our Northbrook or Frankfort offices.
• Generous paid time off, personal days, and sick days
• Medical/Dental
• 401k

Job Details

• Prepare and review estate tax returns (Form 706), gift tax returns (Form 709), and fiduciary income tax returns (Form 1041)
• Collaborate with trust administrators, attorneys, and clients on estate and trust administration
• Review trust and estate plan documents and help clients with their estate planning analysis
• Be a trusted advisor to affluent families, helping them navigate complex tax matters with confidence
• Gain exposure to estate administration and trust funding.

Qualifications

• Bachelor’s degree (or equivalent legal or paralegal education)
• MST, JD, or LLM a plus but not required
• Licensed EA, CPA or Attorney a plus but not required
• 3+ years of experience in gift/estate experience
• An understanding of the concepts of Estate, Trust and Gift planning
• Excellent communication and presentation skills
• Ability to create and manage relationships with outside professionals, especially estate attorneys
• Ability to delegate work and help mentor staff
• Proficient in Microsoft Office products (Excel, Outlook and Teams)
• Familiarity with CCH Axcess or ProSystem or other software equivalents such as GEMS; GO RS experience is a bonus

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.

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