Trust and Estate Senior Tax Associate

Trusts & Estates Tax Senior

Oakbrook Terrace, IL

Enjoy Trusts & Estates work, but find yourself fitting it in around everything else?

If it’s the part of tax you’d like to do more of, this smaller CPA firm has room for you to build your career around it.

You’ll work directly with clients, get involved in planning as well as preparing and reviewing returns, and have Partners around you to talk through the more complicated questions.

You don’t need to know everything on day one. They’re looking for someone with a strong grounding in Trusts & Estates who wants to keep learning and take more ownership.

Over time, you could become the person clients and colleagues come to for advice in this area.

You’ll still work with closely held businesses and their owners too, keeping variety across S Corporations, Partnerships and individual tax.

And what does life at the firm look like?

They’ve been independent for 100 years, stayed local and built relationships that last. You’ll work closely with the Partners and get to know the clients behind the returns.

They also recognise that extra hours should give you something back. There’s paid overtime or additional time off, alongside profit sharing that’s been paid consistently for more than 20 years.

A few other things worth knowing:

• Flexible scheduling
• Hybrid working
• A lifetime 15% commission on new business you bring in
• 401(k), health insurance and paid vacation

If Partnership is something you want to work towards, there’s a route to explore here too.

You’ll need at least four years of public accounting tax experience, experience preparing and reviewing returns, and a strong understanding of Trusts & Estates taxation. Wider experience across business and individual tax matters too.

If you enjoy this work and want more opportunity to get into it properly, let’s have a conversation.

Don’t worry if you don’t have a resume made up, just reach out on LinkedIn. If you want to explore a genuinely different kind of senior tax role, apply in confidence or message Imogen Talbot Slack at Distinct North America to talk it through.