Trusts & Estates Tax Pro for High-Net Worth Clients

Teksky LLC; Oakbrook Terrace (IL); In loco; USD 90.000 - 130.000; Tempo pieno

Descrizione del lavoro

Teksky LLC in Oakbrook Terrace, Illinois seeks an experienced Trust & Estates Tax Professional to join our tax practice, focusing on trust, estate and individual tax preparation and compliance while working directly with clients and managing complex engagements.

You will prepare and review Form 1041, Form 706, and Form 709, research complex tax issues, and collaborate with attorneys, executors, and advisors to ensure accurate filings and timely delivery.

Competenze

• Bachelor’s degree in Accounting, Finance, Taxation, or related field.
• Several years of tax accounting experience with trusts and estates.
• Strong knowledge of federal and state income tax laws.
• Experience preparing Form 1041 – U.S. Income Tax Return for Estates and Trusts.
• Experience with Form 706 and/or Form 709 preferred.
• Strong analytical, research, and problem-solving skills.
• Excellent written and verbal communication skills.
• Ability to manage multiple client engagements and meet deadlines.
• Strong attention to detail and accuracy.

Mansioni

• Prepare and review federal and state trust and estate tax returns.
• Prepare and review individual income tax returns for high-net-worth clients.
• Handle estate, trust, fiduciary, and related tax matters.
• Research complex federal and state tax issues.
• Analyze tax documents, financial records, and supporting schedules.
• Assist with estate and trust tax planning and compliance.
• Communicate with clients to obtain information and resolve tax-related questions.
• Collaborate with attorneys, financial advisors, executors, trustees, and other professionals as needed.
• Identify tax issues and recommend appropriate solutions.
• Ensure tax returns and filings are accurate and completed within required deadlines.
• Maintain organized client files and supporting documentation.
• Stay current with changes in federal and state tax laws and regulations.

Conoscenze

Communication skills

Analytical skills

Attention to detail

Time management

Formazione

Bachelor's degree in Accounting/Finance/Taxation

Descrizione del lavoro

Teksky LLC in Oakbrook Terrace, Illinois seeks an experienced Trust & Estates Tax Professional to join our tax practice, focusing on trust, estate and individual tax preparation and compliance while working directly with clients and managing complex engagements.

You will prepare and review Form 1041, Form 706, and Form 709, research complex tax issues, and collaborate with attorneys, executors, and advisors to ensure accurate filings and timely delivery.