Tax Associate - Trust & Estates

Job Title: Tax Associate - Trust & Estates

Location: On Site - Oakbrook Terrace, Illinois, United States

Salary: $85,000-$135,000

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About the Company / The Opportunity:

A respected firm in the accounting sector, serving a diverse portfolio of high-net-worth individuals, family offices, and closely held businesses. This role offers the chance to deepen expertise in trust and estate taxation while delivering high-quality advisory and compliance services. You will work directly with clients, collaborate with senior partners, and contribute to the firm's legacy of personalized public accounting solutions.

Responsibilities:

• Prepare and review Federal and Illinois trust and estate income tax returns.
• Prepare and review individual, partnership, and S corporation tax returns.
• Research and interpret applicable federal and state tax laws and regulations.
• Provide tax planning and consulting services to individuals and closely held businesses.
• Build and maintain strong client relationships through responsive, high-quality service.
• Collaborate with partners and senior professionals on complex tax matters.
• Review work of junior staff and provide guidance and mentorship.
• Stay current on changes in tax legislation and accounting standards.

Must-Have Skills:

• Minimum of 4 years recent public accounting experience.
• Extensive experience preparing and reviewing trust and estate tax returns.
• Proficiency with individual, partnership, and S corporation taxation.
• Strong working knowledge of federal and Illinois tax laws.
• Excellent analytical, organizational, and communication skills.
• Ability to manage multiple priorities and meet tight deadlines.
• CPA license or progress toward licensure preferred.

Nice-to-Have Skills:

• Familiarity with tax software such as CCH Axcess, UltraTax CS, GoSystem Tax RS, or Thomson Reuters platforms.
• Experience with QuickBooks and advanced Microsoft Excel functions.
• Knowledge of ASC 740 and other specialized accounting standards.
• Experience serving high-net-worth individuals, family offices, or private clients. xhyhwjd
• Ability to supervise, mentor, and train junior staff.