Tax Manager (Remote-Trust/Estate)

Tax Manager (Remote-Trust/Estate)

Tax Manager (Remote - Trust/Estate)

Company Overview

We are a well-established wealth management firm that has proudly been serving the greater Illinois area for over 30 years! We have an incredible company culture and sponsor frequent company outings and company events. We emphasize a healthy work-life balance and make sure hours reflect that.

Position Overview
We are seeking an experienced Tax Manager to join our team remotely, specializing in Trust and Estate taxation. The ideal candidate will be responsible for providing expert tax advice and planning for high net worth individuals (HNWIs) and their families, ensuring compliance with IRS regulations and optimizing tax strategies.

Key Responsibilities

• Lead and manage tax compliance for trusts and estates, including preparation of Form 706 and other related tax filings.
• Provide strategic tax planning and advice to high net worth individuals and families.
• Review and analyze tax returns and financial information for completeness and accuracy.
• Stay updated on tax law changes and their implications for trusts and estates.
• Collaborate with clients to understand their financial situations and develop tailored tax strategies.
• Manage and mentor junior tax staff, providing guidance and training as needed.
• Prepare and review gift tax returns and other related filings, including Forms 1041, 1065, GST, and GRAT.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• Licensed CPA with a strong understanding of tax regulations related to trusts and estates.
• Minimum of 5 years of experience in tax management, specifically dealing with trust and estate taxation.
• Proven experience working with high net worth individuals and families.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.

Benefits

• Competitive Salary
• Strong Bonus Structure
• Full Medical, Dental, and Vision (Company contributes $500/month)
• Discretionary 401k Match
• Company Paid Expenses (Continued education, travel, equipment, memberships, and more)
• 100% Remote Position with equipment provided

- For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 08/18/2025 and applications will be accepted on an ongoing basis until the position is filled or closed.CyberCoders is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications. Recruiters review all results. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at Benefits@CyberCoders.com to make arrangements.