Job Description
This Jobot Job is hosted by: Colleen Gormley
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and sending us your resume.
Salary: $110,000 - $185,000 per year
A bit about us:
Our client, a mid-sized CPA firm based out of Illinois, is looking for experience tax professionals to join their specialized estate, gifts & trusts team! Join a wonderful firm that offers exceptional work/life balance and benefits of larger firms combined with white-glove client service of a boutique firm!
Why join us?
Work/life balance
Work fully remote, hybrid, or from our Northbrook or Frankfort offices.
Generous paid time off, personal days, and sick days
Medical/Dental
401k
Job Details
Job Details:
Prepare and review estate tax returns (Form 706), gift tax returns (Form 709), and fiduciary income tax returns (Form 1041)
Collaborate with trust administrators, attorneys, and clients on estate and trust administration
Review trust and estate plan documents and help clients with their estate planning analysis
Be a trusted advisor to affluent families, helping them navigate complex tax matters with confidence
Gain exposure to estate administration and trust funding.
Qualifications:
Bachelor’s degree (or equivalent legal or paralegal education)
MST, JD, or LLM a plus but not required
Licensed EA, CPA or Attorney a plus but not required
3+ years of experience in gift/estate experience
An understanding of the concepts of Estate, Trust and Gift planning
Excellent communication and presentation skills
Ability to create and manage relationships with outside professionals, especially estate attorneys
Ability to delegate work and help mentor staff
Proficient in Microsoft Office products (Excel, Outlook and Teams)
Familiarity with CCH Axcess or ProSystem or other software equivalents such as GEMS; GO RS experience is a bonus
Interested in hearing more? Easy Apply now by clicking the "Apply" button.
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