Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Trusts & Estates Tax Specialist - #366927

$80k - $200k
Full-time

TGC 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

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Trusts & Estates Tax Specialist - #366927 in Chicago, IL vacancy
  •  ...Client Tax Associate Join a team that helps deliver high-quality regulatory reporting and tax operations across multiple jurisdictions...  ...timely and accurate regulatory reporting and tax filings for trusts and estates across multiple jurisdictions. You will help ensure... 
    Suggested
    Work at office

    JPMorgan Chase

    Chicago, IL
    5 days ago
  • Wolters Kluwer in Chicago is seeking a Tax Analyst to manage and prepare 1099 tax records and filings, and assist with 1041 returns. You will collaborate with cross-functional teams to ensure compliance and timely delivery of tax data. The ideal candidate has a degree in... 
    Suggested

    Wolters Kluwer

    Chicago, IL
    4 days ago
  •  ...DoingResponsible for, some preparation, but mostly and review of tax returns, including ensuring all Federal and state income tax...  ...public accounting with an emphasis in taxation Expertise in the Trust/Estate space, Gift Tax is a plusAny experience with Form 706 or 709 is... 
    Suggested
    Summer work
    Local area

    CyberCoders

    Chicago, IL
    2 days ago
  • $110k

     ...Job Description Job Description Tax Senior or Supervisor - Estate & Trust | Up to $110K + Paid Overtime We are partnering with an established public accounting firm on a Estate & Trust Tax Senior or Supervisor opportunity for an experienced tax professional looking... 
    Suggested
    Work at office

    Levelociti

    Chicago, IL
    6 days ago
  • $105k - $130k

     ...Tax Manager | Join a Boutique CPA & Advisory Firm Where You'll Help Business Owners Build...  ..., business formation services, estate tax planning, tax resolution, and strategic...  ...beyond tax season. Our professionals are trusted consultants who work alongside clients year... 
    Suggested
    Local area

    Jobot

    Chicago, IL
    4 days ago
  • $170k - $260k

     ...Job Description Job Description Position: Fully Remote Senior Tax Manager / Tax Director - Gift, Estate, Trust Location: Remote (U.S.-based) Compensation: Competitive salary ($170k–$260k+) Bonuses: Generous annual performance bonuses   Benefits Include... 
    Summer work
    Immediate start
    Remote work
    Flexible hours

    Levelociti

    Chicago, IL
    6 days ago
  • $130k - $160k

     ...Job Description Job Description Trust & Estate Tax Manager | 100% Remote $130-160K Base + Bonus + 100% Employer-Paid Benefits Are you a seasoned tax professional with a focus in the Trust & Estate areas of personal HNW/UHNW tax and are looking to make a significant... 
    Immediate start
    Remote work
    Relocation

    Benaiah Consulting Group. LLC

    Chicago, IL
    19 days ago
  • $130k - $170k

     ...Job Description Job Description Job Description We are looking for a Tax Manager for our Chicago office to join our Gift, Estate, and Trust team. This role supports our work with high‑net‑worth individuals, families, and closely held businesses, providing... 

    Topel Forman

    Chicago, IL
    21 days ago
  • $45k - $55k

     ...multiple generations. These relationships are based on profound trust, in-depth understanding and highly personal and responsive...  ...commitment to exceptional customer service. ABOC is hiring a Tax Specialist . The individual in this position will serve as a tax specialist... 
    Full time

    ABOC

    Chicago, IL
    4 days ago
  • $28.74 - $36.72 per hour

     ...unrestricted credential (CPA/EA/Practicing Attorney) 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 Around the World” by providing... 
    Remote job

    Intuit

    Chicago, IL
    4 days ago
  • $170k - $250k

     ...Senior Tax Manager Tax Advisory | Trust & Estate | High-Net-Worth Clients Chicago, Illinois| Hybrid Build Client Relationships. Develop Future Leaders. Shape the Future of a Growing Firm. Prosperity Partners ("Prosperity") is a Chicago-headquartered professional... 
    Work at office
    Local area

    Prosperity Partners

    Chicago, IL
    2 days ago
  • $67.9k - $128.7k

     ...that’s why there’s nowhere like RSM. We are seeking a Tax Senior Associate for our Real Estate group. We serve a broad array of real estate owners, developers...  ..., private equity firms, REITs (Real Estate Investment Trusts), and brokerage companies. Our people work on key... 
    Full time
    Work experience placement
    Internship
    Local area

    RSM

    Chicago, IL
    4 days ago
  • $21 - $26 per hour

     ...services for our customers. Our ultimate goal is to become the trusted authority and leading partner for state departments of insurance...  ...goal by enhancing every facet of our customers reporting and tax filings through education and innovative, streamlined compliance... 
    Full time
    Remote work

    InsCipher

    Chicago, IL
    1 day ago
  • $120k - $160k

     ...advisory services firm of about 25 people looking for a talented Tax Manager to join their office in the greater Chicago, IL area....  ...performing tax review work for corporations, partnerships, and trusts. ~ Experience working with high net worth individuals (UHNW -... 
    Full time
    Work at office

    Caliber Recruiting Group

    Evanston, IL
    24 days ago
  •  ...be limited to:Serve as the primary resource overseeing advanced trust tax operations for Plante Moran Trust (PMT) tax work, including 104...  ...collaboration with wealth management tax/trust teams and estate tax reviews.Capacity to manage peak workloads during tax season... 
    Flexible hours

    Plante Moran

    Chicago, IL
    2 days ago
  • $34 - $36 per hour

    Position Brief - Property Accounting Specialist The Property Accounting Specialist owns the accuracy and timeliness of the property’s accounting...  ...operations. About Optima Optima is a design-driven real estate development firm rooted in the modernist tradition with offices... 
    Work at office

    Optima, Inc.

    Chicago, IL
    2 days ago
  •  ...Tax Associate | Chicago, ILA private, Chicago-area family office is growing its internal tax function and looking to add a Tax Associate...  ...tax compliance, reporting, and planning for individuals, trusts, partnerships, and related investment entities — gathering and reconciling... 
    Internship
    Work at office
    1 day per week

    Connect Search

    Chicago, IL
    2 days ago
  • $77k - $214k

     ...Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Associate Job Description & Summary...  ...evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Summary Location: NY-New York; FL-Miami; GA-... 
    Full time
    H1b

    PwC

    Chicago, IL
    6 hours ago
  •  ...locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to...  ...tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial... 
    Local area

    Intuit

    Chicago, IL
    4 days ago
  • $260k - $390k

     ..., IllinoisJob RoleA leading law firm is seeking a mid-level Tax Associate to join its Chicago-based tax practice. The successful...  ...with experience in partnership taxation and/or real estate investment trusts (REITs) would be particularly well suited to this opportunity... 

    Tempting Recruitment

    Chicago, IL
    2 days ago
  •  ...Tax Expert - TurboTax StoreIntuit is seeking highly motivated individuals to join our dynamic team as a dedicated Tax Expert - TurboTax...  ...will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes... 
    Seasonal work
    Local area

    Intuit

    Chicago, IL
    4 days ago
  • $31 - $34.5 per hour

     ...individuals to join our dynamic team as dedicated year-round Turbo Tax Retail Experts in one of our Turbo Tax Retail or Flagship...  ...tax needs. As a Turbo Tax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes... 
    Local area

    Intuit

    Chicago, IL
    4 days ago
  • $90k - $120k

     ...Senior Tax AssociateSenior Tax AssociateProsperity Partners ("Prosperity") is a Chicago-headquartered professional services firm offering...  ...tax returns for Individuals, Partnerships, Corporations, and Trusts;Success in prior work experience with the ability to self-manage... 
    Work experience placement
    Work at office
    3 days per week

    Prosperity Partners Inc

    Chicago, IL
    3 days ago
  • Experienced Tax SeniorEarly Manager level also consideredHybrid or Remote | Illinois residents...  ...work gets.Their businesses, investments, trusts and family plans all connect. Having the...  ...both here. HNW individuals, trusts and estates alongside business tax, with the chance... 
    Remote work
    Work from home

    Distinct | North America

    Chicago, IL
    2 days ago
  •  ...Tax SeniorOur client, a public accounting firm with locations in Downtown Chicago and the North Suburbs, is looking to add a Tax Senior...  ...accounting.ResponsibilitiesPreparing and reviewing individual, trust, and business tax returns.Managing tax engagements from start to... 

    Verital Advisory Search

    Chicago, IL
    3 days ago
  • $85k - $95k

     ...EisnerAmper Tax Senior Associate At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager...  ...experience Experience preparing tax returns for individuals, trust/estates, and or entities Preferred/Desired Qualifications: Master's Degree... 
    Temporary work
    Local area

    EisnerAmper

    Chicago, IL
    2 days ago
  •  ...the organization and its operating companies. The AVP serves as a trusted advisor to executive leadership on accounting matters, complex...  ...Accounting Officer – Financial Operations. Partner with Treasury, Tax, FP&A, Legal, Investments, Internal Audit, and operating company... 
    Full time
    Local area

    Old Republic

    Chicago, IL
    a month ago
  •  ...growing and looking for an experienced Tax Senior or Manager to join the team,...  ..., high net worth individuals, trusts and clients with real estate investments.There's a good mix of individual...  ...useful, but you don't need to be a specialist. They're looking for someone with a... 
    Summer work
    Weekend work

    Distinct | North America

    Chicago, IL
    4 days ago
  • What if you could work on genuinely interesting tax clients, have the freedom to work remotely, and still feel like part of a...  ...clientsPartnerships (1065s) and corporate returns (1120s and 1120Ss)Trusts and estates (1041s)Tax research, planning and advisory workSome... 
    Work at office
    Remote work
    Work from home

    Distinct | North America

    Oak Park, IL
    5 days ago
  •  ...Role: We’re looking for a knowledgeable and proactive Senior Tax Associate to join our dynamic team. In this role, you’ll take...  ...corporation, and consolidated/multi-state returns. Support trust, estate, and gift tax engagements—including Forms 1041, 706, and 709—as... 
    Work at office

    The Agency , Inc.

    Chicago, IL
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Trusts & Estates Tax Specialist - #366927. Be the first to apply!