Senior Manager - Trust and Estate Planning

🌟 Now Hiring: Senior Manager – Trust & Estate Tax Accountant 🌟

Are you a seasoned Trust & Estate Tax pro ready for your next chapter at a modern, mission-driven firm? We’re looking for a Senior Manager-level CPA who thrives in collaborative, people-first environments and is passionate about both client impact and mentorship.

This is a high-trust, low-ego culture that values emotional intelligence as much as technical expertise. The ideal candidate is ready to take on meaningful client relationships, lead complex fiduciary engagements, and help coach the next generation of talent—without chasing new business.

📍 Location: Near Naperville, IL

This company is both well-established, decades old, and a modern tech-savvy company. So Remote-first with quarterly in-person gatherings near Naperville, IL. Open to candidates anywhere in the Midwest, and possibly the country. Virtually all meetings are video on.

What You’ll Do

✔️ Prepare, review, and sign fiduciary income tax returns (1041, 706, 709)

✔️ Advise high-net-worth clients on complex trust, estate, and gift tax matters

✔️ Lead client conversations and build long-term advisory relationships

✔️ Collaborate with attorneys, wealth advisors, and family office professionals

✔️ Mentor junior team members and elevate internal expertise

✔️ Stay current on tax law, tech tools, and compliance best practices

Who You Are

✅ Active CPA with 8+ years of experience in public accounting or boutique tax firms

✅ Deep expertise in trust, estate, and gift tax

✅ Excellent communicator with a calm, confident presence

✅ Comfortable working remotely with a connected, Midwest-based team

✅ Excited by long-term impact, not short-term hustle

What’s In It for You

💼 Competitive salary range: $130K–$150K base + discretionary bonus

🧠 No biz dev required—just meaningful work with real growth potential

🌱 A firm committed to mentorship, ethics, and internal succession

🏡 Flexible work-from-home setup with structured collaboration

📅 Stable environment with longevity—ideal for people ready to grow roots

Sound like a fit?

Let’s talk. Apply here or message directly to start the conversation.

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https://www.crucialhire.com/opportunities/

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