Remote Tax Manager/Senior Manager (Gift & Estate)

This Jobot Job is hosted by: Colleen GormleyAre you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume.Salary: $110,000 - $185,000 per year

A bit about 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!

Why join us?

Work/life balanceWork fully remote, hybrid, or from our Northbrook or Frankfort offices.Generous paid time off, personal days, and sick daysMedical/Dental401k

Job Details

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 administrationReview trust and estate plan documents and help clients with their estate planning analysisBe a trusted advisor to affluent families, helping them navigate complex tax matters with confidenceGain 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 requiredLicensed EA, CPA or Attorney a plus but not required3+ years of experience in gift/estate experienceAn understanding of the concepts of Estate, Trust and Gift planningExcellent communication and presentation skillsAbility to create and manage relationships with outside professionals, especially estate attorneysAbility to delegate work and help mentor staffProficient 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 "Quick Apply" button.

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