Senior Tax Accountant - Estates & Trusts

Job Description

Job Description

Senior Tax Accountant - Estates & Trusts

Senior Tax Accountant - Estates & Trusts

Locations: Elk Grove Village, McHenry, Elgin, & Woodridge, IL

Employment Type: Full-Time

Experience Level: Senior / Specialist

Salary Range: $105,000 - $115,000 + Benefits

About the Opportunity

We are looking for a technically sharp Senior Tax Accountant with a dedicated focus on Estate and Trust services to join our growing team. In this role, you will do more than just process returns; you will be a vital consultant helping high-net-worth individuals and closely held businesses protect and transition their legacies.

As a Senior Specialist, you will take ownership of complex projects from inception to completion, managing your own schedule while providing essential coaching to junior team members. If you have a passion for the intricate details of fiduciary taxation and a drive for professional growth, we have the perfect seat for you.

The Impact You Will Make

• Specialized Compliance: Lead the preparation of complex Form 1041 (Fiduciary), Form 709 (Gift), and Form 706 (Estate) tax returns, as well as final returns for deceased taxpayers.

• Structural Analysis: Review trust agreements and wills to interpret estate structures and determine the most effective filing strategies.

• Strategic Advisory: Partner with managers and partners to consult on tax and financial planning for family-owned businesses and individuals.

• Technical Research: Navigate complex estate and trust regulations, conducting deep-dive research to ensure compliance and identify planning opportunities.

• Project Management: Oversee monthly and quarterly accounting projects, ensuring efficiency and profitability while maintaining our high-quality standards.

• Mentorship & Culture: Set the bar for high energy and enthusiasm within the team, providing guidance and coaching to emerging talent.

• Business Development: Actively participate in networking and marketing initiatives to help expand the firm's reputation and client base.

What You Bring to the Team

• Experience: At least 3+ years of current experience in a public accounting firm with a focus on estates and trusts.

• Education: BA/BS in Accounting, Finance, or a related field.

• Licensure: CPA certification is preferred , or currently eligible and motivated to sit for the CPA exam.

• Technical Skills: Proficiency in modern tax software, MS Office, and QuickBooks .

• Analytical Mindset: Exceptional problem-solving skills and the ability to interpret complex financial information and legal documents.

• Communication: Strong verbal and written skills, with the ability to build immediate rapport with clients and stakeholders.

Why Choose Us?

We offer a collaborative environment that values both your technical expertise and your individual career goals.

• Competitive Pay: A strong base salary range of $105k-$115k with merit-based growth.

• Professional Support: Full support for CPA candidates and continuous self-development opportunities.

• Autonomy: The flexibility to manage your own work schedule and project components.

• Strategic Role: A chance to specialize in a high-demand niche within a supportive, multi-location firm.

Benefits

 

- For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 06/04/2026 and applications will be accepted on an ongoing basis until the position is filled or closed. Everforth CyberCoders is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter .  Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at  View email address on ziprecruiter.com to make arrangements.