Tax Senior (Estate & Trust)

Are you a seasoned tax professional with a passion for estate and trust planning? If so, we want you to be part of our dynamic team in the Chicagoland area! Apply now to take the next step in your career and make a significant impact on our clients' financial futures.

Position: Tax Senior - Estate and Trust Specialist

Job Locations to choose from: Elk Grove Village | McHenry | Elgin | Woodridge, IL

Job Summary: As a Tax Senior specializing in estate and trust planning, you will play a crucial role in providing comprehensive tax services to our clients. You will be responsible for preparing and reviewing complex tax returns, developing tax strategies, and ensuring compliance with federal and state regulations. Your expertise will help our clients navigate the intricacies of estate and trust taxation, ultimately contributing to their financial well-being.

Key Responsibilities

• Prepare and review federal and state tax returns for estates, trusts, and high-net-worth individuals.
• Develop and implement tax planning strategies to minimize tax liabilities and maximize financial benefits for clients.
• Conduct thorough research on tax issues and provide well-informed recommendations.
• Collaborate with clients to understand their financial goals and provide tailored tax advice.
• Stay up-to-date with changes in tax laws and regulations to ensure compliance and optimize tax strategies.
• Mentor and guide junior staff, fostering a collaborative and supportive work environment.
  
  

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field;
• CPA certification preferred.
• 3 years of experience in tax preparation and planning, with a focus on estates and trusts.
• Strong knowledge of federal and state tax laws and regulations.
• Excellent analytical, organizational, and communication skills.
• Ability to work independently and as part of a team in a fast-paced environment.
• Proficiency in tax software and Microsoft Office Suite.
  
  

Benefits

• Competitive base salary
• Bonuses
• Medical, dental, vision
• Employer-funded HRA account
• Short-term and long-term disability
• 401(K)
• Profit Sharing plan
• Flexible work scheduling
• Tuition reimbursement program
• Company events (tax season party, holiday party, and more!)
• Much more!
  
  

Email Your Resume In Word To

Looking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply, but you may also:

bobby.june@cybercoders.com

• Please do NOT change the email subject line in any way. You must keep the JobID: linkedin : BL1-1837428 -- in the email subject line for your application to be considered.***
  
  

Bobby June - Lead Recruiter

For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa.

This job was first posted by CyberCoders on 01/22/2025 and applications will be accepted on an ongoing basis until the position is filled or closed.

CyberCoders is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.