Senior Tax Estate Planning Cpa

Anthony J. Madonia & Associates, Ltd. is seeking a Senior Certified Public Accountant to join our established and respected practice. This full-time, on-site position will support the firm’s attorneys and clients in matters involving estate planning, probate, trust administration, and tax-related strategies. The ideal candidate is a seasoned CPA with a minimum of 5 years of experience, comfortable working directly with clients and leading internal accounting support, while collaborating with attorneys on complex financial and planning matters. This individual will play a key role in both client service and internal team oversight. Responsibilities: • Lead and manage tax and estate planning engagements, ensuring client needs are met with precision and care. • Collaborate closely with attorneys to develop comprehensive financial strategies that align with client goals. • Oversee the preparation and review of complex tax returns, ensuring compliance with current regulations. • Provide expert guidance to clients on tax-related matters, empowering them to make informed decisions. • Mentor and support junior team members, fostering a collaborative and growth-oriented environment. • Conduct thorough research on tax laws and estate planning trends to keep our strategies innovative and effective. • Facilitate client meetings, presenting financial plans and strategies with clarity and confidence to build trust and rapport. Qualifications: • Active Certified Public Accountant (CPA) license in Illinois. • Experience in estate planning, probate, and trust administration with a minimum of five years in a CPA role. • Ability to prepare and review fiduciary income tax returns, estate tax returns, and individual tax filings with precision. • Proven track record of advising on tax implications related to wealth transfer, inheritance, and long-term planning. • Strong collaboration skills to work effectively with attorneys and develop comprehensive planning strategies. • Proficiency in maintaining accurate financial records and ensuring compliance with applicable regulations. • Excellent communication skills to clearly convey complex information to clients, beneficiaries, and other professionals. • Leadership experience in overseeing, mentoring, and guiding junior CPAs and accounting staff to success. Compensation: $125,000 - $150,000 yearly

• Lead and manage tax and estate planning engagements, ensuring client needs are met with precision and care. • Collaborate closely with attorneys to develop comprehensive financial strategies that align with client goals. • Oversee the preparation and review of complex tax returns, ensuring compliance with current regulations. • Provide expert guidance to clients on tax-related matters, empowering them to make informed decisions. • Mentor and support junior team members, fostering a collaborative and growth-oriented environment. • Conduct thorough research on tax laws and estate planning trends to keep our strategies innovative and effective. • Facilitate client meetings, presenting financial plans and strategies with clarity and confidence to build trust and rapport.

Compensation:
$125,000-$150,000 per year