Trusts & Estates Tax Specialist - #366927

Our client is a long-established, independent CPA firm serving closely held businesses and their owners. The firm has no plans to sell or merge. Its practice is advisory, not compliance-only, and there is a real path to partnership.

The Role

You will be, or grow into, the firm’s go-to authority on trust and estate taxation, working directly with clients.

• Prepare and review trust, estate, gift and related income tax returns
• Advise on trust and estate tax planning, including complex trusts and ESBTs
• Support related S corporation, partnership and individual clients

Requirements

• 4+ years of public accounting tax experience, including at a CPA firm in 2023 or later
• Hands-on trusts and estates specialty (not generalist exposure)
• Current federal and Illinois tax knowledge
• Chicagoland-based. No relocation or visa sponsorship.
• On-site to start, with local client travel
• Clean background and IDFPR record
• CPA or EA preferred

Schedule

• Busy seasons: 55+ hrs/week, including Saturdays 9–4
• Off-season: 40–50 hrs/week. Hybrid is available for candidates with 8+ years of experience.
• 1,675 billable hour target

Compensation & Benefits

• $80,000–$200,000 base, depending on experience
• Paid overtime, banked as time off or cash
• Lifetime commission on clients you bring in (optional)
• Generous profit sharing / 401(k) contribution
• Employee health premium 100% covered, plus disability, life insurance, PTO and a partnership track