Tax Manager (Gift/Estate) (Frankfort)
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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
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.
- 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
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