Trusts & Estates Tax Specialist — Growth Path + Hybrid Work

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

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