IFG US is partnering with a client looking to add a Tax Manager to their growing team!
This is a hybrid position, with the option to work from any of the company's offices in Chicago or the northern Chicago suburbs.
Overview
- The Tax Manager is responsible for the efficient, accurate, complete, and timely review and preparation of high-net-worth clients’ individual, estate, gift, and fiduciary tax returns, whether prepared personally or under the supervision of others.
- Performs technical tax review (1040, 1041, 706, and 709) and management of governmental tax examinations and trust accountings.
- Assumes full responsibility for larger tax returns and delegates to the various tax preparers as deemed necessary.
- Delegates, manages, and performs tax research projects to achieve an accurate and efficient product.
- Participates actively in client meetings and sophisticated tax planning efforts involving individual, estate, gift, and fiduciary tax consulting. Reviews and advises on clients’ estate plans.
- Acts as a resource for the tax preparation team and A&A staff on estate, trust, and gift tax issues. Stays informed and knowledgeable on technical standards and tax law.
- Assists and supervises tax preparers with the more complex individual, estate, gift, and fiduciary returns.
- Reviews wills and trusts pertaining to estate and fiduciary income tax returns.