Tax Manager, Trusts & Individuals

About HCC/CCI

Henry Crown & Company/CC Industries is a Chicago-based, privately-held company managing business, philanthropic, and family interests on behalf of a multi-generational family. The business ventures include wholly-owned operating companies, public and private equity investments, and real estate. The enterprise also supports individual and collective giving through Crown Family Philanthropies and provides traditional family office services across generations. The enterprise employs approximately 350 professionals in various departments including investment management, corporate development, financial operations, tax, research and innovation, human resources, information technologies, and legal.

Position Description

The Tax Manager will serve as a senior technical and quality assurance leader within the Accounting team, supporting complex tax compliance and financial accounting activities across trusts, individuals, estates, and related filings. This role will review complex tax work, provide technical guidance, lead research and training efforts, and help strengthen processes across a broad range of trust structures and investment types. The Tax Manager will also mentor team members, support work prioritization, and contribute to the resolution of complex tax, data, and systemic issues.

• Bachelor’s degree in Accounting or a related field required; advanced degree preferred.
• CPA or JD preferred; Enrolled Agent designation desired for candidates without a CPA.
• Approximately 12 or more years of progressive tax compliance experience preferred.
• Deep experience with trust, individual, gift, and GST tax compliance, including exposure to a broad range of trust structures (such as ESBTs, distributing trusts, dynasty or sprinkler trusts, and charitable trusts).
• Experience working with varied underlying investment portfolios that may include investment partnerships or hedge funds, real estate, marketable securities, operating businesses, and other investment types.
• Demonstrated experience reviewing complex tax work and maintaining a proactive quality control mindset.
• Experience managing people, leading complex processes, and coaching or training others.
• Ability to research complex technical matters and communicate findings clearly to colleagues with varying levels of subject-matter expertise.
• Strong analytical, organizational, and problem-solving skills, with the ability to connect issues across entities, processes, and functional areas.
• Ability to exercise sound judgment, advocate for an appropriate position, and navigate complex interactions with tax authorities or external advisors.
• Experience with federal tax notices, IRS representation, estate tax matters, foreign investment disclosures, and/or tax compliance research is preferred.
• Strong Excel skills and experience using tax compliance software; experience with CCH Axcess is a plus.
• Strong written and verbal communication skills, with a collaborative approach.
• Comfortable operating in a fast-paced environment with shifting priorities, diverse responsibilities, and seasonal periods of increased workload.
• Willingness to work hands-on at both the detailed and strategic levels.

Qualifications

• Bachelor’s degree in Accounting or a related field required; advanced degree preferred.
• CPA or JD preferred; Enrolled Agent designation desired for candidates without a CPA.
• Approximately 12 or more years of progressive tax compliance experience preferred.
• Deep experience with trust, individual, gift, and GST tax compliance, including exposure to a broad range of trust structures (such as ESBTs, distributing trusts, dynasty or sprinkler trusts, and charitable trusts).
• Experience working with varied underlying investment portfolios that may include investment partnerships or hedge funds, real estate, marketable securities, operating businesses, and other investment types.
• Demonstrated experience reviewing complex tax work and maintaining a proactive quality control mindset.
• Experience managing people, leading complex processes, and coaching or training others.
• Ability to research complex technical matters and communicate findings clearly to colleagues with varying levels of subject-matter expertise.
• Strong analytical, organizational, and problem-solving skills, with the ability to connect issues across entities, processes, and functional areas.
• Ability to exercise sound judgment, advocate for an appropriate position, and navigate complex interactions with tax authorities or external advisors.
• Experience with federal tax notices, IRS representation, estate tax matters, foreign investment disclosures, and/or tax compliance research is preferred.
• Strong Excel skills and experience using tax compliance software; experience with CCH Axcess is a plus.
• Strong written and verbal communication skills, with a collaborative approach.
• Comfortable operating in a fast-paced environment with shifting priorities, diverse responsibilities, and seasonal periods of increased workload.
• Willingness to work hands-on at both the detailed and strategic levels.

Pay

The Starting Salary Range: $160k - $200k. Exact compensation may vary based on skills, experience, and location.

Benefits

To see an overview of all our benefits please go to our career portal here.