Tax Associate - Trust & Estates
$85k - $135kTalently
Job Title: Tax Associate - Trust & Estates
Location: On Site - Oakbrook Terrace, Illinois, United States
Salary: $85,000-$135,000
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.
- Ability to supervise, mentor, and train junior staff.
Vacancy posted 1 hour ago
Similar jobs that could be interesting for youBased on the Tax Associate - Trust & Estates in Oakbrook Terrace, IL vacancy
$95k - $145k
...95,000.00 - $145,000.00 per year Why This Is a Great Opportunity Become a key tax resource with the opportunity to develop into our firm’s primary authority on trusts and estates taxation. Work directly with closely held businesses, business owners, high net worth...SuggestedFull timeWork at officeRelocationRelocation packageOrion Placement
Oakbrook Terrace, IL1 hour ago- ...Client Tax Associate Join a team that helps deliver high-quality regulatory reporting and tax operations across multiple jurisdictions... ...and accurate regulatory reporting and tax filings for trusts and estates across multiple jurisdictions. You will help ensure compliance...SuggestedWork at office
- ...Our client, a well-established and highly regarded CPA firm in the western suburbs of Chicago, is seeking an Experienced Trust & Estates Tax Professional to join their growing team. This opportunity is ideal for a tax professional who has developed expertise in trust...SuggestedFlexible hours
Express Employment Professionals Tysons, VA
Oakbrook Terrace, IL4 days ago $50k - $80k
...Why This Is a Great Opportunity Join an established, respected law firm with a growing tax preparation practice. Work on specialized tax matters involving trusts, estates, gifts, and business entities. Enjoy a collaborative environment where your expertise is...SuggestedWork at officeOrion Placement
Wheaton, IL11 days ago- ...Trusts & Estates Tax Senior Oakbrook Terrace, IL Enjoy Trusts & Estates work, but find yourself fitting it in around everything else? If it’s the part of tax you’d like to do more of, this smaller CPA firm has room for you to build your career around it....SuggestedFull timeLocal areaFlexible hours
Distinct | North America
Downers Grove, IL15 hours ago $80k - $200k
...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...Full timeLocal areaRelocationVisa sponsorshipTGC Talent
Chicago, IL2 days ago- ...big difference between knowing your clients and knowing their tax returns. At this firm, you’ll work with individuals, families... ...than being boxed into one particular area of tax. There is trust and estate work here, so previous experience in that area is important, but...Bank staffWork at office
Distinct | North America
Oakbrook Terrace, IL10 days ago - ...Job Description Job Description Job Title: Experienced Trust & Estates Professional Location: Oakbrook Terrace, IL Position: Full... ...: Public Accounting - Taxation Job Requirements Tax professional having at least 4 years of public accounting experience...Permanent employmentFull timeContract work
Synectics Inc
Villa Park, IL2 days ago - Orion Placement in Wheaton, IL is seeking a qualified tax professional to join its established tax practice within a law firm. This 100% on-site role requires 2+ years of professional tax preparation experience, including fiduciary, gift, and partnership returns, and proficiency...
- Confidential Employer, a suburban Chicago law firm with a growing tax practice, seeks a tax professional with 2+ years of tax preparation experience. You will handle fiduciary, gift, and partnership returns, using ProSystem fx Tax and Excel to prepare and review filings...Work at office
- Essenti Talent is assisting a premier Chicagoland CPA firm in its search for a Tax Manager specializing in nonprofit organizations, private foundations, trusts, estates, and high-net-worth individuals. The role offers direct partner interaction and a hybrid work environment...
- Aspire Talent Solutions is seeking a Tax Manager specializing in nonprofit organizations, private foundations, trusts, estates, and high-net-worth individuals to join a respected Chicagoland CPA and advisory firm. The role offers direct Partner interaction, a hybrid work...
$115k - $135k
...Robbins DiMonte (“RD”) is seeking an Associate Attorney to join its thriving Trusts and Estates and Taxation practice groups. RD has been a fixture in the legal... ...and state business, fiduciary and individual income tax returns. Estate planning and accounting background...Full timeMonday to FridayRobbins DiMonte
Park Ridge, IL2 days ago- ...Senior Tax AssociateWe are a well-established, multi-office accounting and consulting... ...re looking for an experienced Senior Tax Associate to join our tax practice. This is a great... ...engagements simultaneously, often serving as a trusted advisor rather than just a preparerReview...Work at officeLocal area
Jobot
Oak Brook, IL1 day ago $70k - $100k
...range of industries. We're looking for an experienced Senior Tax Associate to join our tax practice. This is a great fit for someone who... ...tax returns for individuals, corporations, partnerships, and trusts Support tax planning and consulting engagements, including...Work at officeLocal area- Busey Bank is seeking a Tax Specialist III to coordinate tax reporting for fiduciary, trust, and individual tax returns, mentoring junior staff, and interfacing with Wealth Advisors on complex issues. The role requires a bachelor's degree in accounting, finance, or economics...
- Jobot is seeking a highly skilled Tax Preparer in Wheaton, IL for a permanent, on-site role. The specialist will prepare and review returns for individuals, partnerships, trusts, and corporations, ensuring accuracy and compliance while providing tax planning guidance. The...Permanent employment
- ...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...Summer workLocal area
CyberCoders
Chicago, IL2 days ago - Busey Bank is seeking a Tax Specialist III to coordinate tax reporting for fiduciary accounts, prepare trust and individual tax returns, and mentor junior staff. The role interfaces with Wealth Advisors and tax authorities to ensure accurate filings. The position requires...
$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 timeWork experience placementInternshipLocal areaRSM
Chicago, IL4 days ago$21 - $26 per hour
...customers. Our ultimate goal is to become the trusted authority and leading partner for state departments of insurance, surplus lines associations, and brokers nationwide. We’re achieving... ...facet of our customers reporting and tax filings through education and innovative,...Full timeRemote workInsCipher
Chicago, IL1 day 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...Work at office- JLL in Westmont, IL is seeking a Senior Associate Accountant I to manage complex accounting tasks and prepare property-level financial statements... ...with cross-functional teams. The position emphasizes real estate accounting experience, familiarity with Yardi and MRI, and...
- ...Tax Associate | Chicago, ILA private, Chicago-area family office is growing its internal tax function and looking to add a Tax Associate.... ...support tax compliance, reporting, and planning for individuals, trusts, partnerships, and related investment entities — gathering and...InternshipWork at office1 day per week
Connect Search
Chicago, IL2 days ago $15.9 - $19.7 per hour
...Seasonal Tax AssociateAs a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services—no prior tax experience required. With training and support from day one, you'll work directly with clients to gather information, prepare tax returns, and...Hourly payMinimum wageTemporary workSeasonal workWork at officeLocal areaWeekend workAfternoon shiftH&R Block
Downers Grove, IL3 days ago$260k - $390k
...Associate Job OpportunityTempting Recruitment are working alongside our client, who are... ...law firm is seeking a mid-level Tax Associate to join its Chicago-based tax... ...experience in partnership taxation and/or real estate investment trusts (REITs) would be particularly well...Tempting Recruitment
Chicago, IL2 days ago- ...Tax Expert to provide trusted tax guidance for individual and small business customers through virtual support channels. Key Responsibilities Analyze individual and small business tax situations and answer complex tax questions. Prepare and review tax returns...
Tharp Consulting
Downers Grove, IL2 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 workWork from home
Distinct | North America
Chicago, IL2 days ago $85k - $95k
...EisnerAmper Tax Senior Associate At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make... ...Experience preparing tax returns for individuals, trust/estates, and or entities Preferred/Desired Qualifications: Master'...Temporary workLocal areaEisnerAmper
Chicago, IL2 days ago- ...Tax SeniorOur client, a public accounting firm with locations in Downtown Chicago and the... ...without the excessive hours and burnout often associated with public accounting.ResponsibilitiesPreparing and reviewing individual, trust, and business tax returns.Managing tax...
Verital Advisory Search
Chicago, IL3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax Associate - Trust & Estates. Be the first to apply!
Related searches
- tax professional Oakbrook Terrace, IL
- international tax senior Oakbrook Terrace, IL
- senior manager tax Oakbrook Terrace, IL
- tax services Oakbrook Terrace, IL
- tax Oakbrook Terrace, IL
- state tax Oakbrook Terrace, IL
- senior manager m&a tax Oakbrook Terrace, IL
- sap tax technology consultant
- senior tax associate
- accountant tax preparer