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Trusts and Estates Attorney in Chicago, IL

McGladrey LLP Feb 26,2015 Location USA Chicago IL
This job is expired...

In-House

Attorney

Litigation - Whistleblower - CFTC

Trusts and Estates

Min 3 yrs required

Profile

Tax - Manager - Trust and Estates Duties: Provide high level personal financial and estate planning services. 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.

Qualification and Experience

Qualifications: An Undergraduate / Graduate Degree in Accounting required. Master's Degree in Accounting or Taxation or Law desired. CPA licensure / J.D. Degree required. Recent public accounting experience required. Tax Advisory and Estate Planning experiences required. 7+ years' experience in dealing with high net worth clients required. 3+ years of managerial experience required. Ability to establish and maintain good client relationships. Proven ability to develop new business relationships and expand services to existing clients. Excellent communication skills-both oral and written. Proficiency in MS Office applications required. Exposure to Tax preparation and research software required, specifically Go Systems, CCH, BNA, ProFx desired.

Additional info

Requisition ID: GLMC13371

Company info