Trust & Estates Tax Professional

Solid Rock Recruiting, LLC.; Chicago (IL); Hybrid; USD 100,000 - 150,000; Full time

Benefits offered by this job

Paid overtime

Profit sharing

401(k)

Health insurance

Paid vacation and sick time

Lifetime 15% commission on newBusiness

Partnership track

Job summary

Solid Rock Recruiting, LLC partners with a long-established CPA firm in the western Chicago suburbs seeking an experienced Trust & Estates Tax Professional to join its tax practice and become the primary technical resource for trust and estate taxation. You will work directly with clients and contribute to the growth of the practice.

This role offers flexibility based on experience and career goals, with potential hybrid work arrangements after an orientation period and opportunities toward

Qualifications

• 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.
• Familiarity with estate and gift taxation, including Forms 706 and 709, preferred.
• 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.
• CPA or EA designation preferred.
• Interest in becoming a technical resource and potentially advancing into firm leadership.

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.

Skills

Public accounting experience

Trust & estate taxation

Individual tax returns

Fiduciary tax returns (Form 1041)

Estate and gift tax planning (706, 709

Federal & Illinois tax laws

S Corporations & Partnerships tax

Client communication

Engagement management

Job description

Trust & Estates Tax Professional

Location: Chicago Western Suburbs, IL
Compensation: Competitive – Open Based on Experience
Employment Type: Full-Time
Industry: Public Accounting – Taxation

About the Opportunity

Solid Rock Recruiting is partnering with a long-established, independent CPA firm in the western Chicago suburbs seeking an experienced Trust & Estates Tax Professional to join its tax practice.

This opportunity offers something beyond a traditional tax compliance position: the ability to become the firm's primary technical resource for trust and estate taxation, while working directly with clients and contributing to the long-term growth of the practice.

The firm serves closely held businesses, business owners, individuals, families, and trusts and estates. Its tax practice includes compliance and planning involving individual, corporate, partnership, fiduciary, estate, and gift taxation.

Whether you're an experienced Tax Senior looking for greater responsibility or an established Tax Manager interested in developing a specialized practice, this opportunity offers flexibility based on your experience and career goals.

Key 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.

Qualifications

• 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.

• Familiarity with estate and gift taxation, including Forms 706 and 709, preferred.

• 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.

• CPA or EA designation preferred.

• Interest in becoming a technical resource and potentially advancing into firm leadership.

Compensation & Benefits

The firm offers a competitive compensation package, with salary determined by experience and qualifications.

Benefits include:

• 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.

Why Consider This Opportunity?

• Join a well-established, independent public accounting firm with a long history in the Chicago market.

• Opportunity to become the firm's primary trust and estate tax specialist.

• Work directly with business owners, families, and private clients.

• Develop meaningful client relationships and take ownership of specialized tax matters.

• Receive compensation for overtime worked.

• Benefit from profit sharing and additional earning potential for business development.

• Explore a potential path toward partnership.

• Enjoy a professional environment focused on personalized client relationships and long-term career development.