Tax Manager (Trust and Estate)
Jobot
Northbrook, IL(remote)
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JOB DETAILS
SALARY
$110,000–$195,000 Per Year
SKILLS
Adobe Acrobat, Analysis Skills, Certified Public Accountant (CPA), Communication Skills, Consulting, Develop and Maintain Customers, Estate Planning, Fiduciary, High Net Worth, Income Tax, Legal, Mentoring, Microsoft Excel, Microsoft Outlook, Microsoft Word, Presentation/Verbal Skills, Problem Solving Skills, Professional Services, Public Accounting, Reimbursement, Research Skills, Sales Management, Strategic Planning, Tax Accounting, Tax Planning, Tax Returns, Tax Software, Team Player, Writing Skills
LOCATION
Northbrook, IL
POSTED
7 days ago
This Jobot Job is hosted by: Mallory Schreiner
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $110,000 - $195,000 per year
A 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 Details
Duties & Responsibilities:
- Prepare or review a diverse variety of complex returns for our high-net-worth clients for their trusts, estate (1041’s), and foundations
- Consult with our estate/gift tax subject matter experts to develop income and estate/gift tax planning strategies for our clients
- Maintain current in-depth knowledge of and be able to read and interpret estate planning documents such as trusts and wills and be able to recommend planning ideas to our clients.
- Review complex trust income tax returns, and estate income tax returns (Form 1041)
- Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients current and future taxes
- Train and mentor managers/seniors/associates on specialization areas, research skills, and helps to appropriately frame tax issues for analysis
- Performs other duties as assigned
Competencies:
- Superior verbal and written communication skills
- Ability to effectively delegate work as needed
- Strong analytical, research, and critical thinking skills as well as decision-making skills
- Capacity to work well in a team environment as well as independently
- Capable of effectively developing and maintaining client relationships
- Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients
- Proficient in GO RS tax software, Microsoft Excel, Word, Outlook, and Adobe Acrobat
Minimum Qualifications:
- 5+ years of fiduciary tax and wealth planning experience in public accounting/professional services firm specifically with high-net-worth clients
- CPA license or JD/LLM in Taxation preferred
- Bachelor's degree required; master's in taxation preferred
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.
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About the Company
J
Jobot
Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.
Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).
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COMPANY SIZE
100 to 499 employeesINDUSTRY
Staffing/Employment Agencies
FOUNDED
2018
WEBSITE
http://www.jobot.com