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Job description
Overview
Midsize firm, low and flexible billables, amazing benefits and more!! FULLY REMOTE (Preference to live in IL).
Job details: This Jobot job is hosted by Mallory Schreiner. Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume. Salary $110,000 - $195,000 per year.
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
Your 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.
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
Additional
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.
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Worksite address
frankfort, IL, 60423, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.