Experienced Trust & Estates Professional

Orionplacement; Oakbrook Terrace (IL); On-site; USD 94,000 - 145,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Paid time off

Retirement plan

Vision insurance

Sick pay

401(k) plan

Profit sharing

Job summary

Orionplacement seeks a Tax professional to become a trusted resource in trusts and estates taxation. The role focuses on serving closely held businesses, owners, and high net worth clients from our Oakbrook Terrace office in Illinois.

Initial office-based work with potential hybrid flexibility after orientation, relocation not provided. 4+ years of public accounting tax experience required and strong knowledge of relevant federal and Illinois tax laws.

Qualifications

• 4+ years of public accounting tax experience.
• Strong knowledge of trust and estate taxation.
• Understanding of Federal and Illinois tax laws affecting individuals, partnerships, S corporations, and closely held businesses.

Responsibilities

• Prepare and review complex federal and state income tax returns for trusts, estates, individuals, partnerships, S corporations, and closely held businesses.
• Provide guidance on compliance and planning matters to clients.
• Develop into a leading internal resource for trust and estate taxation.
• Research current tax laws and apply them to client situations.
• Work with clients and firm leadership to identify tax planning opportunities.
• Assist with estate, gift, trust, and related tax compliance and planning.

Skills

Public tax accounting

Tax return preparation

Client service

Analytical thinking

Job description

Pay: $95,000.00 - $145,000.00 per year

Why This Is a Great Opportunity

• Become a key tax resource with the opportunity to develop into our firm's primary authority on trusts and estates taxation.
• Work directly with closely held businesses, business owners, high net worth individuals, trusts, estates, partnerships, and S corporations.
• Build a long term career with partnership track potential for professionals interested in advancing within the firm.
• Enjoy professional scheduling flexibility, including potential hybrid flexibility outside of busy season after an initial orientation period.
• Earn paid overtime or compensated time off, plus employer contributions to a profit sharing plan and access to a 401(k).
• Receive health insurance, paid vacation, sick pay, and a lifetime 15% commission on qualifying new business you bring to the firm.

Location: This opportunity is based in Oakbrook Terrace, Illinois. The role will initially be primarily office based, with the potential to structure a hybrid schedule outside of busy season after the initial orientation period. Candidates relocating independently to the Chicagoland area may be considered, but relocation assistance is not available.

Note: Candidates must have 4+ years of public accounting tax experience preparing and reviewing income tax returns, along with strong knowledge of trust and estate taxation. A solid understanding of current Federal and Illinois tax laws affecting closely held businesses, S corporations, partnerships, and individuals is required.

About Us

Confidential Employer. We are a long established independent CPA firm providing personalized tax, accounting, audit, and advisory services to closely held businesses, business owners, nonprofit organizations, trusts, estates, and high net worth individuals. Our team values long term client relationships, technical excellence, professional flexibility, and opportunities for experienced professionals to build meaningful careers.

Job Description

• Prepare and review complex federal and state income tax returns for trusts, estates, individuals, partnerships, S corporations, and closely held businesses.
• Serve as a trusted tax resource for clients and provide thoughtful guidance on compliance and planning matters.
• Develop into a leading internal resource for trust and estate taxation.
• Research and apply current Federal and Illinois tax laws to client situations.
• Work directly with clients, firm leadership, and other accounting professionals to identify tax planning opportunities.
• Assist with estate, gift, trust, and related tax compliance and planning matters.
• Help strengthen and expand the firm's trust and estate tax capabilities.
• Build lasting client relationships while contributing to the continued growth of the tax practice.

Qualifications

• 4+ years of public accounting tax experience.
• Strong experience preparing and reviewing income tax returns.
• Meaningful knowledge of trust and estate tax returns.
• Strong understanding of Federal and Illinois taxation.
• Experience with closely held businesses, S corporations, partnerships, and individual taxation.
• Strong communication, organization, analytical, and client service skills.
• Ability to work effectively with clients and take increasing ownership of complex tax matters.

Why You Will Love Working Here

• Opportunity to become a recognized subject matter resource within the firm.
• Partnership track available for professionals interested in long term advancement.
• Direct client exposure and meaningful responsibility.
• Professional scheduling flexibility and potential hybrid flexibility outside busy season.
• Paid overtime or compensated time off.
• Profit sharing contribution and 401(k) plan.
• Health insurance, paid vacation, and sick pay.
• Lifetime 15% commission on qualifying new business you bring to the firm.
• Stable, established environment with personalized client relationships and a collaborative team.

JPC-2073

Benefits:

• Dental insurance
• Paid time off
• Retirement plan
• Vision insurance