Trust & Estates Tax Professional

Job Description

Job Description

Trust & Estates Tax Professional

Location: Chicago Western Suburbs, IL
Compensation: Competitive – Open Based on Experience
Employment Type: Full-Time
Industry: Public Accounting – Taxation

About the Opportunity

Solid Rock Recruiting is partnering with a long-established, independent CPA firm in the western Chicago suburbs seeking an experienced Trust & Estates Tax Professional to join its tax practice.

This opportunity offers something beyond a traditional tax compliance position: the ability to become the firm's primary technical resource for trust and estate taxation , while working directly with clients and contributing to the long-term growth of the practice.

The firm serves closely held businesses, business owners, individuals, families, and trusts and estates. Its tax practice includes compliance and planning involving individual, corporate, partnership, fiduciary, estate, and gift taxation.

Whether you're an experienced Tax Senior looking for greater responsibility or an established Tax Manager interested in developing a specialized practice, this opportunity offers flexibility based on your experience and career goals.

Key Responsibilities

• Prepare and review fiduciary and individual income tax returns.

• Handle trust and estate tax compliance and planning matters.

• Prepare or review estate and gift tax returns as applicable.

• Work with closely held businesses, including S Corporations and Partnerships.

• Apply current federal and Illinois tax laws to client situations.

• Provide tax planning and advisory services to individuals, families, and business owners.

• Work directly with clients to understand their tax needs and develop appropriate solutions.

• Serve as, or develop into, the firm's primary technical authority on trust and estate taxation.

• Collaborate with firm leadership on complex engagements.

• Support the continued growth and development of the trust and estate tax practice.

Qualifications

• Minimum of 4 years of public accounting experience.

• Experience preparing and/or reviewing individual income tax returns.

• Strong understanding of trust and estate taxation.

• Experience with fiduciary income tax returns, including Form 1041.

• Familiarity with estate and gift taxation, including Forms 706 and 709, preferred.

• Knowledge of current federal and Illinois tax laws.

• Understanding of closely held business taxation, particularly S Corporations and Partnerships.

• Strong analytical, organizational, and communication skills.

• Ability to work directly with clients and manage tax engagements.

• CPA or EA designation preferred.

• Interest in becoming a technical resource and potentially advancing into firm leadership.

Compensation & Benefits

The firm offers a competitive compensation package, with salary determined by experience and qualifications.

Benefits include:

• Paid overtime or compensated time off.

• Employer contributions to a profit-sharing plan.

• 401(k) retirement plan.

• Health insurance.

• Paid vacation and sick time.

• Lifetime 15% commission on new business brought into the firm , subject to firm terms.

• Professional scheduling flexibility.

• Potential hybrid work arrangements outside busy season after an initial orientation period.

• Potential partnership track for professionals interested in long-term advancement.

Why Consider This Opportunity?

• Join a well-established, independent public accounting firm with a long history in the Chicago market.

• Opportunity to become the firm's primary trust and estate tax specialist.

• Work directly with business owners, families, and private clients.

• Develop meaningful client relationships and take ownership of specialized tax matters.

• Receive compensation for overtime worked.

• Benefit from profit sharing and additional earning potential for business development.

• Explore a potential path toward partnership.

• Enjoy a professional environment focused on personalized client relationships and long-term career development.

Interested in Learning More?

Whether you're actively exploring opportunities or simply interested in learning what another firm might offer, I'd welcome a confidential conversation.

This could be an excellent opportunity for someone who enjoys the technical complexities of trust and estate taxation and wants to become a key contributor within an established CPA firm.

Joey Wieger
Director of Public Accounting Recruiting
Solid Rock Recruiting
Phone: View phone number on ziprecruiter.com
Email: View email address on ziprecruiter.com

Confidential inquiries are welcome. Your information will never be shared with a client without your knowledge and approval.