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Fiduciary Tax Specialist — Trusts, Estates & IRAs
Job in
Waukegan, Lake County, Illinois, 60087, USA
Listed on 2026-07-14
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-14
Job specializations:
-
Finance & Banking
Tax Accountant, Accounting & Finance, Tax Advisor -
Accounting
Tax Accountant, Accounting & Finance, Tax Advisor
Job Description & How to Apply Below
Jobtailor in Illinois seeks a fiduciary tax specialist to coordinate tax tasks and client workflows across volume. The role requires expertise in trust, estate, IRAs, and GST taxation with a focus on accuracy and timeliness.
Responsibilities include reviewing accounts, managing projects for special client initiatives, responding to tax notices, and providing internal tax training. Proficiency with Excel, Power BI, and One Source Trust Tax software is preferred.
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