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
Ensure you read the information regarding this opportunity thoroughly before making an application.
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. xhyhwjd
- Ability to supervise, mentor, and train junior staff.
Vacancy posted 16 days ago
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