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Tax Manager
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George Bagley & Company L.L.C.
Remote
$165,000 Salary, Full-Time
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Job Description
Trust & Estate Tax Manager (Path to Partner)
The OpportunityAre you a talented Tax Manager feeling stuck in a rigid hierarchy? We are looking for our next firm leader. This is not just a job; it is a direct pipeline to Partner. You will immediately manage an established portfolio of trust and estate clients, working closely with the current partners to transition these relationships over time.
What We OfferCompetitive base salary with lucrative partner-track performance bonuses.
Comprehensive health, retirement, and benefits packages.
Genuine work-life integration with manageable billable hour targets, even during busy season.
Clear, written milestones detailing your transition to equity partner.
Location:
Oakbrook Terrace, IL (On-site / Hybrid options available)Experience Level:
8+ years in public accounting / Trust & Estate taxCurrent Title Requirement:
Tax Manager or Senior ManagerCredentials:
CPA or EA highly preferredAbout UsWe are a boutique, high-touch public accounting firm located in Oakbrook Terrace, IL. Unlike giant, faceless corporations, we focus on deep client relationships, offering sophisticated tax planning and compliance for high-net-worth individuals, families, trusts, and estates. We believe in autonomy, work-life balance, and providing a direct, transparent path to leadership.The OpportunityAre you a talented Tax Manager feeling stuck in a rigid hierarchy? We are looking for our next firm leader. This is not just a job; it is a direct pipeline to Partner. You will immediately manage an established portfolio of trust and estate clients, working closely with the current partners to transition these relationships over time.
What You Will DoLead Trust & Estate Practice:
Oversee complex tax planning, compliance, and consulting for Forms 1041, 706, 709, and complex 1040s.Client Advisory:
Serve as the primary point of contact for high-net-worth clients, family offices, and estate attorneys.Review & Mentor:
Review fiduciary accounting and tax returns while mentoring junior staff.Strategic Growth:
Participate in firm management and strategic decision-making as you transition into a partner role.What We Are Looking ForExperience:
8+ years of progressive public accounting experience, with a heavy focus on fiduciary, trust, and estate taxation.Current Leadership:
You must currently hold a Tax Manager position and be ready to step into a succession-track role.Credentials:
A licensed CPA or Enrolled Agent (EA) is a significant advantage.Mindset:
Strong entrepreneurial spirit, excellent communication skills, and a desire to help shape the future of a growing firm.What We OfferCompetitive base salary with lucrative partner-track performance bonuses.
Comprehensive health, retirement, and benefits packages.
Genuine work-life integration with manageable billable hour targets, even during busy season.
Clear, written milestones detailing your transition to equity partner.
BenefitsBase Salary:
$130,000- 200,000Full Medical, Dental, Vision
- Blue Cross Blue Shield100% Paid for for EmployeePTOPaid OT
- straight timeBonus Opportunity9% Annual 401k contributionFlex HoursAbility to Work from Home