Trusts & Estates Tax Specialist - #366927
$80k - $200kTGC Talent
Job Description
Our client is a long-established, independent CPA firm serving closely held businesses and their owners. The firm has no plans to sell or merge. Its practice is advisory, not compliance-only, and there is a real path to partnership.
The Role
You will be, or grow into, the firm’s go-to authority on trust and estate taxation, working directly with clients.
- Prepare and review trust, estate, gift and related income tax returns
- Advise on trust and estate tax planning, including complex trusts and ESBTs
- Support related S corporation, partnership and individual clients
Requirements
- 4+ years of public accounting tax experience, including at a CPA firm in 2023 or later
- Hands-on trusts and estates specialty (not generalist exposure)
- Current federal and Illinois tax knowledge
- Chicagoland-based. No relocation or visa sponsorship.
- On-site to start, with local client travel
- Clean background and IDFPR record
- CPA or EA preferred
Schedule
- Busy seasons: 55+ hrs/week, including Saturdays 9–4
- Off-season: 40–50 hrs/week. Hybrid is available for candidates with 8+ years of experience.
- 1,675 billable hour target
Compensation & Benefits
- $80,000–$200,000 base, depending on experience
- Paid overtime, banked as time off or cash
- Lifetime commission on clients you bring in (optional)
- Generous profit sharing / 401(k) contribution
- Employee health premium 100% covered, plus disability, life insurance, PTO and a partnership track
Interested? Apply here or email View email address on ziprecruiter.com
$110k - $160k
...Grassi is a leading provider of advisory, tax, and accounting services across key sectors... ...distribution, financial services, real estate, and more. Several publications have ranked... ...Job Summary We are currently seeking a Trust & Estate Tax Manager to join our team in...SuggestedSummer workWork at officeLocal areaRemote workFlexible hours- ...Opportunity A leading multi-family office is seeking a Senior Tax Associate to join its tax team. This is a client-facing role... ...for ultra-high-net-worth families, with a strong emphasis on trusts and estates. Responsibilities Prepare and review U.S. tax...SuggestedWork at office
- ...Search are working with a with mid-size law firm seeking to expand their Trusts & Estates practice in NY. The firm is seeking an attorney with a minimum of three years experience across T&E tax matters, administration and planning both internationally and domestically...SuggestedPrivate practiceWork at office
- ...Job Description As a Tax Manager/Senior Manager, you will operate in a team setting... ...involved Corp, S-Corp, Partnership, Individual, Estate, and Non-Profit tax returns Detailed... ...10+ years of experience in Individual, Trusts, Partnership, Estate, and Corporate Income...SuggestedSeasonal work
- Our client, a respected and growing tax, accounting, and consulting firm, is seeking a Tax Accountant who enjoys meaningful client... ...mid‑sized firm. The team works with individuals, businesses, trusts, and estates across various industries, combining technical expertise with...SuggestedSummer workWork at officeFlexible hours
- H&R Block in Mundelein seeks a Seasonal Experienced Tax Professional to prepare accurate returns and advise clients on tax-saving opportunities in a local office. You’ll interview clients, handle complex individual and business returns, and deliver empathetic, consultative...Seasonal workWork at officeLocal area
$150k - $250k
...Job Description Senior Tax Manager - Real Estate Tax Location: New York, NY Industry: Public Accounting Compensation: $150,000-$... ...will take ownership of complex client engagements, serve as a trusted advisor to senior-level client contacts, lead engagement...Full timeWork at officeFlexible hours$1,000 per month
...Planning – Personal Planning Analysis – Asset & Income Protection Education Funding – Investment & Advisory Services – Trust Services – Estate Analysis Retirement Solutions – Business Needs Analysis – Employee & Executive Benefits Have you ever thought...Full timeInternshipWork at office- ...date, then read the following job specs carefully before applying.Tax Senior | Grand Rapids, MIIf you're going to work extra hours... ...complicated than it needs to be.If you're good at your job, they'll trust you to get on with it.The firm is growing quite quickly, which is...
- ...management and financial operations. The organization oversees a diverse range of functions including investment oversight, accounting, estate and tax coordination, and personalized administrative support. The position offers meaningful exposure, a stable environment, and the...Work at officeFlexible hours
- ...financial accounting, control and reporting; investor reporting; tax structuring and compliance; operations; and third party service... ...in Accounting or Finance required: ~ Prior Credit/Debt/Real Estate/PE experience preferred ~ CPA preferred (not required) ~...Work at office
$22.3 - $28.49 per hour
...Overview If you are a highly motivated individual with tax preparation experience and excellent communication skills, we need you to help our customers complete their taxes using Intuit TurboTax products. You will be working toward advancing our goal of “Powering Prosperity...Remote work$140k - $160k
...Job Description Senior Tax Manager Details: Lisle, IL | In office for about the first 90 days, then hybrid with 3 days in... ...s western suburbs serving individuals, closely held businesses, trusts, and high-net-worth clients, including clients with foreign and...Full timeWork at officeLocal areaRemote workRelocation package- ...Job Description Tax Manager Experienced senior/reviewer level also considered... ...gets. Their businesses, investments, trusts and family plans all connect. Having the... ...have both here. HNW individuals, trusts and estates alongside business tax, with the chance to...Remote workWork from home
- ...with a prominent financial services firm that is seeking a Senior Tax Accountant to join their growing team in Midtown, NY. With over $... ...and managing your own portfolio of partnership, S-corp, C-corp, trust, and individual tax returns. This role offers the opportunity to...Local area
$100k - $150k
...Job Description Senior Tax Associate Callow Consulting | Baltimore–Washington Area... ...You’re buried in basic 1040s, and no one trusts you to final-sign anything complex until... ...in individuals, professionals, estates and trusts, and small businesses. We’re looking...Full timeSeasonal workWork at officeImmediate startRemote work- ...Job Description Senior Tax Associate Tax Is About More Than Compliance. It's About Relationships, Advice, and Impact. The most successful tax professionals become trusted resources for clients, valued teammates for their colleagues, and advisors who understand...
- ...Job Description Senior Tax Associate – Real Estate Start Date: Q4 2026 or January 2027 Locations: Raleigh, Durham, Wilmington, Greenville... ...than a compliance role—it’s an opportunity to become a trusted advisor to dynamic real estate developers and investors...Work at officeLocal areaFlexible hours
- ...Description Our NY based Family Office client seeks Senior Tax Accountant responsible for the preparation and review of various... ...review individual, corporate (S corp and C corp), partnership, estate, trust, fiduciary, and exempt organization tax returns Review General...Work at office
- ...professional services organization with operations across North America and Europe. The organization supports the financial, investment, tax, trust, and broader administrative needs of a multi-generational family and its related entities. The organization operates in a...Work at office
- ...integrity by ensuring customer agreements are applied consistently and potential compliance risks are addressed early. Serving as a trusted partner across the business, this role brings structure, insight, and sound judgment to complex audit matters while helping...Contract workImmediate start
- ...nation’s top accounting and advisory firms, offering tax, audit, and business consulting services. With... ...across five global offices, we deliver trusted expertise and hands-on leadership to clients in the real estate, healthcare, government, not-for-profit, and commercial...
- ...Service & Engagement Management Develop and maintain strong client relationships, establish engagement expectations and serve as a trusted advisor to clients. Manage audits conducted in accordance with Generally Accepted Auditing Standards (GAAS), Government...Local area
- ...matters Mentor staff auditors and review their workpapers Partner with departments across campus or the organization as a trusted advisor on risk and controls Qualifications ~ Bachelor’s degree in Accounting, Finance, or a related field ~5–7 years...
$75k - $85k
...special requests. You will play a pivotal role in maintaining strong internal controls, evaluating risk management, and serving as a trusted partner across various departments to drive process improvements and compliance standards. How YOU Will Spend YOUR Days...Visa sponsorshipFlexible hours- ...wealth management, business planning, insurance, retirement, and estate planning, supported by the resources of The Guardian Life... ...excellent Communication skills, including the ability to build trust, explain strategies clearly, and present information in writing...Full timeWork at officeWork from home
- ...allow an independent reviewer or auditor to understand the transaction and conclusion. Partner with external tax, accounting and valuation specialists as appropriate. Systems & Finance Transformation The Controller will be expected to become a strong functional...Local area
$110k - $140k
...and training programs, paid maternity and parental bonding leave, and paid vacation, sick leave, and holidays. Mitsubishi UFJ Trust and Banking Corporation New York Branch ("MUTB-NY") is an Equal Employment Opportunity Employer. If you are interested in applying...Work at office$220k
Job Description About the Opportunity Our client, a global financial services and trading technology firm, is seeking an Internal Audit Manager to join its New York team. This hands-on role leads full-cycle internal audits that support the firm’s Sarbanes-Oxley 4...Work experience placementWork at office$185k - $225k
...receipts from earned revenue. Week 3 - Make payroll and compensation dependable. Validate payroll setup, state registrations, tax coordination, benefits costs, commission obligations, reimbursements, and bonus accruals. Create a payroll funding calendar and...Full timeContract work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Trusts & Estates Tax Specialist - #366927. Be the first to apply!
- senior tax associate Mundelein, IL
- accountant tax preparer Mundelein, IL
- income tax preparer Mundelein, IL
- corporate tax accountant Mundelein, IL
- tax specialist Mundelein, IL
- tax preparers Mundelein, IL
- tax accountant Mundelein, IL
- tax examiner Mundelein, IL
- tax consultant Mundelein, IL
- tax associate Mundelein, IL



