Experienced Trust & Estates Professional
Why This Role Stands Out
This role offers significant career growth with a partnership track and the chance to become a subject matter expert in trusts and estates within a reputable firm. You'll thrive here if you have a strong background in public accounting and a keen understanding of tax law, enjoying the flexibility of a hybrid schedule and competitive benefits. Apply to join a team dedicated to personalized client service and professional development.
Quick Overview
Job Description
Job Summary
We are Seeking a full-time Experienced Trust & Estates Professional As an independent CPA firm with a 100-year history, they focus on providing personalized tax and accounting services to closely held private businesses and their owners. This position offers a partnership track for interested candidates and provides competitive benefits, including hybrid scheduling flexibility outside of busy season.
Job Responsibilities
Subject Matter Expertise: Initially serve as, or develop into, the firm''''''''''''''''s primary authority on the taxation of trusts and estates.
Client Management: Work directly with the firm''''''''''''''''s clients to handle tax planning and compliance.
Required Qualifications
Professional Experience: A minimum of 4 years of public accounting experience specifically preparing and reviewing income tax returns.
Domain Expertise: A strong, proven understanding of trust and estate tax returns.
Tax Law Knowledge: Deep understanding of recent Federal and Illinois tax laws impacting individuals as well as closely held businesses (specifically S Corporations and Partnerships).
Skills
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