Tax Senior Associate - T&E [Trust & Estate]

Overview

The organization is seeking a Tax Senior Associate to join the Trust & Estate Tax team within its National Tax practice.

This is a hybrid organization. While the position is remote and does not require duties to be performed near an office location, remote employees may be required to be present at an office with scheduled notice for client work, team meetings, or trainings.

Responsibilities

• Review gift, estate, and fiduciary income tax returns for the T&E Group.
• Handle 1040/1041 returns as needed.
• Review fiduciary accounting for trusts and estates.
• Provide tax planning and consulting to high net worth clients for estate and individual income taxes.
• Manage all aspects of client relationships.
• Manage a team of professionals within the group to complete engagements from start to finish.

Requirements

• Bachelor’s degree in Accounting; Master’s in Tax is a plus.
• CPA, EA, LLM, or JD preferred.
• Minimum of 3 years of progressive tax experience with trusts and estates, as well as high net worth clients.
• Strong tax research skills.
• Excellent communication and presentation skills (verbal and written).

Compensation & Benefits

In Illinois, the salary range for a National Tax Senior Associate is $85,000 to $125,000. Actual compensation within the range will be dependent upon the individual’s skills, experience, qualifications, and location, and applicable employment laws.

Total rewards include a discretionary performance bonus, generous paid time off, expanded and inclusive parental benefits, and access to learning and development platforms.

Location

Remote, with potential on-site requirements in connection with client work, team meetings, or trainings.

Equal Opportunity

The organization is an equal opportunity employer committed to a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status, and will not be discriminated against on the basis of disability.