Tax Manager (Gift/Estate)

Midsize firm, low and flexible billables, amazing benefits and more!! FULLY REMOTE (Preference to live in IL)This Jobot Job is hosted by: Mallory SchreinerAre you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.Salary: $110,000 - $195,000 per yearA bit about us:Midsize firm, low and flexible billables, amazing benefits and more!! FULLY REMOTE (Preference to live in IL)Why join us?

• Work/life balance
• Flexible schedules (flex time)
• Work fully remote, hybrid, or from our Northbrook or Frankfort offices.
• Generous paid time off, personal days, and sick days
• Summer Fridays
• Office closed between Christmas and New Years
• Medical/Dental
• 401k
• MST and CPA reimbursement
• Annual bonus pool

Job DetailsYour Impact:As a Tax Manager/Senior Manager on our Estate, Gift & Trusts team, you’ll play a key role in guiding clients through some of life’s most important financial decisions. You’ll:

• 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.

We are looking for:

• 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 "Apply Now" button.Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy