Senior Tax Estate Planning Cpa

Overview

Anthony J. Madonia & Associates, Ltd. is seeking a Senior Certified Public Accountant to join our established and respected practice. This full-time, on-site position will support the firm’s attorneys and clients in matters involving estate planning, probate, trust administration, and tax-related strategies. The ideal candidate is a seasoned CPA with a minimum of 5 years of experience, comfortable working directly with clients and leading internal accounting support, while collaborating with attorneys on complex financial and planning matters.

This individual will play a key role in both client service and internal team oversight.

• Provide accounting and tax guidance related to estate planning, probate, and trust administration matters
• Prepare and review fiduciary income tax returns, estate tax returns, and individual tax filings
• Assist with trust and estate administration, including tracking assets, distributions, and reporting
• Support attorneys and clients with financial analysis and planning strategies
• Advise on tax implications related to wealth transfer, inheritance, and long-term planning
• Collaborate with attorneys to develop comprehensive planning strategies for clients
• Maintain accurate financial records and ensure compliance with applicable regulations
• Communicate clearly with clients, beneficiaries, and other professionals
• Oversee, mentor, and provide guidance to junior CPAs and accounting staff
• Review work product for accuracy, completeness, and compliance

• Active Certified Public Accountant (CPA) license in Illinois, or ability to obtain licensure in Illinois
• Minimum of 5 years of experience in tax, accounting, or financial planning
• Experience working with estates, trusts, or high-net-worth clients strongly preferred
• Proven ability to oversee, mentor, and manage other CPAs or accounting staff
• Strong understanding of tax regulations, fiduciary accounting, and financial reporting
• Strong attention to detail and organizational skills
• Demonstrated leadership and ability to manage multiple priorities and deadlines
• Excellent communication and client service skills

Compensation: $125,000 - $150,000 yearly