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Senior Tax Accountant - Estates & Trusts

Locations:
Elk Grove Village, McHenry, Elgin, & Woodridge, IL

Employment Type:

Full-Time

Salary Range: $105,000 - $115,000 + Benefits

About the Opportunity

We are looking for a technically sharp Senior Tax Accountant with a dedicated focus on Estate and Trust services to join our growing team. In this role, you will do more than just process returns; you will be a vital consultant helping high-net-worth individuals and closely held businesses protect and transition their legacies.

As a Senior Specialist, you will take ownership of complex projects from inception to completion, managing your own schedule while providing essential coaching to junior team members. If you have a passion for the intricate details of fiduciary taxation and a drive for professional growth, we have the perfect seat for you.

The Impact You Will Make

• Specialized Compliance:
  Lead the preparation of complex Form 1041 (Fiduciary), Form 709 (Gift), and Form 706 (Estate) tax returns, as well as final returns for deceased taxpayers.
• Structural Analysis:
  Review trust agreements and wills to interpret estate structures and determine the most effective filing strategies.
• Strategic Advisory:
  Partner with managers and partners to consult on tax and financial planning for family-owned businesses and individuals.
• Technical Research:
  Navigate complex estate and trust regulations, conducting deep-dive research to ensure compliance and identify planning opportunities.
• Project Management:
  Oversee monthly and quarterly accounting projects, ensuring efficiency and profitability while maintaining our high-quality standards.
• Mentorship & Culture:
  Set the bar for high energy and enthusiasm within the team, providing guidance and coaching to emerging talent.
• Business Development:
  Actively participate in networking and marketing initiatives to help expand the firm's reputation and client base.

What You Bring to the Team

• Experience:
  
  At least 3+ years of current experience in a public accounting firm with a focus on estates and trusts.
• Education:
  
  BA/BS in Accounting, Finance, or a related field.
• Licensure: CPA certification is preferred, or currently eligible and motivated to sit for the CPA exam.
• Technical
  
  Skills:
  
  Proficiency in modern tax software, MS Office, and Quick Books.
• Analytical Mindset:
  Exceptional problem-solving skills and the ability to interpret complex financial information and legal documents.
• Communication:
  Strong verbal and written skills, with the ability to build immediate rapport with clients and stakeholders.

Why Choose Us?

• Competitive Pay: A strong base salary range of $105k-$115k with merit-based growth.
• Professional Support:
  Full support for CPA candidates and continuous self-development opportunities.
• Autonomy:
  The flexibility to manage your own work schedule and project components.
• Strategic Role: A chance to specialize in a high-demand niche within a supportive, multi-location firm.

Benefits

For this position you must be currently authorized to work in the United States. We do not sponsor for this position.