Trusts & Estates Tax Specialist - #366927
$80k - $200kTGC Talent
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 click.appcast.io
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