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

Overview

A professional services firm is seeking a Tax Senior Associate to join their Trust & Estate Tax team within the National Tax practice. This is a remote position, with occasional requirements to attend office locations for client work, team meetings, or training sessions.

Responsibilities

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

Requirements

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

Compensation & Benefits

• Salary range in Illinois: $80,000 to $120,000, dependent on skills, experience, qualifications, location, and applicable laws.
• Discretionary performance bonus.
• Generous paid time off.
• Expanded and inclusive parental benefits.
• Access to comprehensive learning and development platforms.

Location

• Remote position with flexibility; most professionals are located within commutable distance to an office.
• May require occasional presence at an office for client work, meetings, or training with scheduled notice.

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. Applicants with disabilities who need assistance during the recruitment process are encouraged to request accommodations.