Tax Paraprofessional - T&E [Trust & Estate]

Overview

A professional services firm is seeking a Tax Paraprofessional to join their Trust & Estate Tax team within the National Tax practice. This is a remote position, though occasional presence at an office may be required for client work, team meetings, or training sessions.

Responsibilities

• Prepare gift, estate, and fiduciary income tax returns
• Prepare fiduciary accountings for trusts and estates
• Assist in tax planning and consulting for high net worth clients regarding estate and income taxes
• Conduct research on various estate, gift, and trust-related issues
• Interact with clients to gather data required for preparing and filing returns
• Prepare and review returns and reconciliation schedules
• Assist in project coordination including workflow, deadline management, and scheduling
• Schedule and set appointments with clients and internal team members
• Follow up with team members and clients regarding outstanding items
• Support other team members with engagement delivery, including legal research, report writing, and activity narratives on technical issues
• Assist with documentation analysis and other administrative duties

Requirements

• Solid organizational skills with the ability to multitask effectively
• Strong analytical skills and attention to detail
• Proficiency with Microsoft Office software (Excel, Word, Outlook)
• Ability to prioritize tasks and work under tight deadlines
• Excellent verbal and written communication and presentation skills
• Ability to build and maintain strong relationships with firm and client personnel at all levels
• Willingness to work overtime as required

Compensation & Benefits

• Salary range in Illinois: $60,000 to $90,000
• Discretionary performance bonus
• Generous paid time off
• Expanded and inclusive parental benefits
• Access to comprehensive learning and development platforms

Location

• Remote position with possible occasional office visits
• Candidates should be within a commutable distance to an office for occasional in-person requirements

Equal Opportunity

The employer is committed to building a diverse, equitable, and inclusive workplace. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, protected veteran status, or disability status.