Job Details

Tax Manager - Trust and Estates

Company name

Organization Type

In-House

Job Type

Attorney

Years of Experience

Min 3 yrs required

Location

Chicago, IL

Date Last Verified

Aug 15,2017

Posted on

May 17,2017
Practice Area
Trusts and Estates >> Trusts and Estates
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Tax Manager - Trust and Estates The candidate will provide high level personal financial and estate planning services. Will review trust, estate and foundation tax returns. Research tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies. Manage all aspects of client accounts and foster client relationships. Expand services to existing clients and develop new business relationships. Provide appropriate and timely performance feedback to those supervised. Conduct internal training courses or seminars on technical subjects. An undergraduate or graduate degree in Accounting is required. Master's degree in Accounting or Taxation or Law is desired. CPA licensure or JD degree is required. Recent public accounting experience is required. Tax Advisory and Estate Planning experiences is required. Should have 7+ years experience in dealing with high net worth clients required. Must have 3+ years of managerial experience. Proficiency in Microsoft Office applications is required. Exposure to Tax preparation and research software required, specifically Go Systems, CCH, BNA, ProFx is desired.

Additional info

Ref: GLMC18664

Company info

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