We are looking for a tax professional to join our specialized estate, gift, and trust tax team. This is an opportunity to work fully remote, hybrid, or in any of our Chicagoland offices (Northbrook or Frankfort).
Our Midwest-based accounting combines the resources of a mid-sized CPA firm with the personalized attention of a boutique practice. Our team partners with high-net-worth individuals and families, delivering sophisticated tax strategies with a human touch. We have a people-centered culture and are dedicated to providing meaningful careers for all of our employees through our flexible work culture.
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:
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- 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.
This position can be in our suburban Frankfort or Northbrook offices, hybrid – or fully remote!
We’re always looking for innovative, driven professionals with a passion and understanding of accounting to bring their skill set to our team and clients. If this sounds like you, but this position doesn’t seem like the right fit, check out our other opportunities.
What Makes Us Different
Numerous Health Insurance Plan Options
Firm Contribution to Profit Sharing Plan
Potential Annual Bonus
Optional Dental Insurance
Employee Assistance Program
MST Course Tuition Program
Disability Insurance
Optional AFLAC
CPA Exam Incentives
Competitive Vacation
New Business Incentives