Trust & Estates Tax Professional

Solid Rock Recruiting • Chicago, IL

1d

About The Position

Solid Rock Recruiting is partnering with a long-established, independent CPA firm in the western Chicago suburbs to hire an experienced Trust & Estates Tax Professional for its tax practice. The firm serves closely held businesses, business owners, individuals, families, and trusts and estates. Its tax practice includes compliance and planning across individual, corporate, partnership, fiduciary, estate, and gift taxation.

This role offers the opportunity to become the firm’s primary technical resource for trust and estate taxation while working directly with clients and contributing to the growth of the practice. It may suit an experienced Tax Senior seeking greater responsibility or an established Tax Manager interested in developing a specialized practice. The firm offers professional scheduling flexibility and potential hybrid work arrangements outside busy season after an initial orientation period. A potential partnership track is available for professionals interested in long-term advancement.

Requirements

• Minimum of 4 years of public accounting experience.
• Experience preparing and/or reviewing individual income tax returns.
• Strong understanding of trust and estate taxation.
• Experience with fiduciary income tax returns, including Form 1041.
• Knowledge of current federal and Illinois tax laws.
• Understanding of closely held business taxation, particularly S Corporations and Partnerships.
• Strong analytical, organizational, and communication skills.
• Ability to work directly with clients and manage tax engagements.
• Interest in becoming a technical resource and potentially advancing into firm leadership.

Nice To Haves

• Familiarity with estate and gift taxation, including Forms 706 and 709.
• CPA or EA designation.

Responsibilities

• Prepare and review fiduciary and individual income tax returns.
• Handle trust and estate tax compliance and planning matters.
• Prepare or review estate and gift tax returns as applicable.
• Work with closely held businesses, including S Corporations and Partnerships.
• Apply current federal and Illinois tax laws to client situations.
• Provide tax planning and advisory services to individuals, families, and business owners.
• Work directly with clients to understand their tax needs and develop appropriate solutions.
• Serve as, or develop into, the firm’s primary technical authority on trust and estate taxation.
• Collaborate with firm leadership on complex engagements.
• Support the continued growth and development of the trust and estate tax practice.

Benefits

• Paid overtime or compensated time off.
• Employer contributions to a profit-sharing plan.
• 401(k) retirement plan.
• Health insurance.
• Paid vacation and sick time.
• Lifetime 15% commission on new business brought into the firm, subject to firm terms.
• Professional scheduling flexibility.
• Potential hybrid work arrangements outside busy season after an initial orientation period.
• Potential partnership track for professionals interested in long-term advancement.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed