Ascendo Resources
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This range is provided by Ascendo Resources. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $120,000.00/yr - $140,000.00/yr
About the Opportunity Our client, a
well-established, boutique HNW/Fiduciary Tax firm
is seeking an experienced
Trust Tax Manager
to join a collaborative and client-focused team.
In this role, you’ll manage trust and estate engagements for high-net-worth clients, oversee the preparation and review of fiduciary tax returns (Form 1041), and provide strategic tax planning support.
This position offers the chance to work closely with partners, mentor junior staff, and build strong client relationships in a supportive and flexible work environment.
What You’ll Do
Prepare and review complex fiduciary income tax returns (1041s), estate returns, and foundation filings.
Collaborate with estate and gift tax specialists on planning strategies for high-net-worth individuals and families.
Interpret and apply trust and estate planning documents (e.g., wills, trusts) to client engagements.
Recommend tax-efficient strategies to minimize client liabilities and support long-term planning.
Train, mentor, and guide associates and seniors on trust taxation and client service best practices.
Act as a key point of contact for client communication and issue resolution.
Stay current with changes in fiduciary tax law and best practices.
What We’re Looking For
Bachelor’s degree in Accounting, Finance, or related field (Master’s in Taxation preferred).
CPA, JD, or LLM in Taxation strongly preferred.
5+ years of fiduciary tax experience
(public accounting or professional services environment) preferred.
Strong knowledge of trust, estate, and fiduciary tax compliance (1041s).
Excellent analytical, research, and problem-solving skills.
Strong communication and client relationship skills.
Proficiency with tax software (GoRS or similar) and Microsoft Office Suite.
Why Join?
Hybrid schedule with flexibility (Northbrook or Frankfort office, with partial remote options).
Collaborative, team-oriented environment with strong mentorship culture.
Exposure to sophisticated high-net-worth clients and complex fiduciary tax work.
Competitive compensation, benefits, and opportunities for professional growth.
Ascendo is a certified minority owned staffing firm, and we welcome and celebrate diversity.
Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service or any other characteristic protected by federal, state or local law.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Accounting/Auditing
Industries
Accounting
Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service or any other characteristic protected by federal, state or local law.
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Get AI-powered advice on this job and more exclusive features.
This range is provided by Ascendo Resources. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $120,000.00/yr - $140,000.00/yr
About the Opportunity Our client, a
well-established, boutique HNW/Fiduciary Tax firm
is seeking an experienced
Trust Tax Manager
to join a collaborative and client-focused team.
In this role, you’ll manage trust and estate engagements for high-net-worth clients, oversee the preparation and review of fiduciary tax returns (Form 1041), and provide strategic tax planning support.
This position offers the chance to work closely with partners, mentor junior staff, and build strong client relationships in a supportive and flexible work environment.
What You’ll Do
Prepare and review complex fiduciary income tax returns (1041s), estate returns, and foundation filings.
Collaborate with estate and gift tax specialists on planning strategies for high-net-worth individuals and families.
Interpret and apply trust and estate planning documents (e.g., wills, trusts) to client engagements.
Recommend tax-efficient strategies to minimize client liabilities and support long-term planning.
Train, mentor, and guide associates and seniors on trust taxation and client service best practices.
Act as a key point of contact for client communication and issue resolution.
Stay current with changes in fiduciary tax law and best practices.
What We’re Looking For
Bachelor’s degree in Accounting, Finance, or related field (Master’s in Taxation preferred).
CPA, JD, or LLM in Taxation strongly preferred.
5+ years of fiduciary tax experience
(public accounting or professional services environment) preferred.
Strong knowledge of trust, estate, and fiduciary tax compliance (1041s).
Excellent analytical, research, and problem-solving skills.
Strong communication and client relationship skills.
Proficiency with tax software (GoRS or similar) and Microsoft Office Suite.
Why Join?
Hybrid schedule with flexibility (Northbrook or Frankfort office, with partial remote options).
Collaborative, team-oriented environment with strong mentorship culture.
Exposure to sophisticated high-net-worth clients and complex fiduciary tax work.
Competitive compensation, benefits, and opportunities for professional growth.
Ascendo is a certified minority owned staffing firm, and we welcome and celebrate diversity.
Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service or any other characteristic protected by federal, state or local law.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Accounting/Auditing
Industries
Accounting
Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service or any other characteristic protected by federal, state or local law.
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