Tax Manager – Trust & Estate Location: Chicago Metro Job Type: Full-Time Compensation: Competitive salary + bonus
About the Opportunity We are seeking an experienced Tax Manager with a strong Trust & Estate background to join a growing and well-established public accounting firm. This is an excellent opportunity for a tax professional who enjoys working closely with high-net-worth individuals, families, trusts, estates, and privately held businesses. The ideal candidate will bring strong technical tax knowledge, excellent client service skills, and the ability to manage complex engagements from start to finish. What You'll Do
- Manage and review complex federal, state, and local tax returns for individuals, trusts, estates, and closely held businesses.
- Prepare and/or review Form 1040, 1041, 706, and 709 returns.
- Advise high-net-worth individuals and families on tax planning and compliance strategies.
- Provide guidance related to estate, gift, and trust taxation.
- Manage multiple client engagements and ensure deadlines are met.
- Review tax returns for accuracy, completeness, and compliance with applicable tax laws.
- Research complex tax issues and communicate recommendations to clients and internal team members.
- Develop and maintain strong, long-term client relationships.
- Mentor and oversee the work of staff and senior-level tax professionals.
- Collaborate with partners and other members of the firm on complex client matters.
- Identify tax planning opportunities and assist clients with year-round tax strategy.
What We're Looking For
- Bachelor's degree in Accounting, Finance, or a related field.
- CPA license preferred or required depending on experience.
- 6+ years of progressive tax experience, preferably within public accounting.
- Strong experience with Trust & Estate taxation.
- Experience preparing and reviewing 1040, 1041, 706, and 709 returns.
- Strong understanding of federal and state tax regulations.
- Experience working with high-net-worth individuals and privately held businesses is highly preferred.
- Strong analytical, organizational, and communication skills.
- Ability to manage multiple engagements and deadlines independently.
- Previous experience supervising or mentoring tax staff.
Why Join?
- Competitive compensation and bonus opportunity
- Strong work-life balance
- Opportunity to work directly with high-net-worth clients
- Challenging and sophisticated tax work
- Career advancement opportunities
- Collaborative and supportive team environment
- Opportunity to take on increased leadership and client responsibility
If you're an experienced Tax Manager with a strong Trust & Estate background and are looking for an opportunity to take the next step in your career, we'd love to hear from you.
Please Contact Alan Fromm-Good at alan.fromm-good@gogpac.com or 480-520-1016
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.
GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
