Experienced Trust & Estates Professional

Pay: $95,000.00 - $145,000.00 per year

Why This Is a Great Opportunity

• Become a key tax resource with the opportunity to develop into our firm's primary authority on trusts and estates taxation.
• Work directly with closely held businesses, business owners, high net worth individuals, trusts, estates, partnerships, and S corporations.
• Build a long term career with partnership track potential for professionals interested in advancing within the firm.
• Enjoy professional scheduling flexibility, including potential hybrid flexibility outside of busy season after an initial orientation period.
• Earn paid overtime or compensated time off, plus employer contributions to a profit sharing plan and access to a 401(k).
• Receive health insurance, paid vacation, sick pay, and a lifetime 15% commission on qualifying new business you bring to the firm.

Location: This opportunity is based in Oakbrook Terrace, Illinois. The role will initially be primarily office based, with the potential to structure a hybrid schedule outside of busy season after the initial orientation period. Candidates relocating independently to the Chicagoland area may be considered, but relocation assistance is not available.

Note: Candidates must have 4+ years of public accounting tax experience preparing and 2+ years of experience reviewing income tax returns, along with strong knowledge of trust and estate taxation. A solid understanding of current Federal and Illinois tax laws affecting closely held businesses, S corporations, partnerships, and individuals is required.

About Us

Confidential Employer. We are a long established independent CPA firm providing personalized tax, accounting, audit, and advisory services to closely held businesses, business owners, nonprofit organizations, trusts, estates, and high net worth individuals. Our team values long term client relationships, technical excellence, professional flexibility, and opportunities for experienced professionals to build meaningful careers.

Job Description

• Prepare and review complex federal and state income tax returns for trusts, estates, individuals, partnerships, S corporations, and closely held businesses.
• Serve as a trusted tax resource for clients and provide thoughtful guidance on compliance and planning matters.
• Develop into a leading internal resource for trust and estate taxation.
• Research and apply current Federal and Illinois tax laws to client situations.
• Work directly with clients, firm leadership, and other accounting professionals to identify tax planning opportunities.
• Assist with estate, gift, trust, and related tax compliance and planning matters.
• Help strengthen and expand the firm's trust and estate tax capabilities.
• Build lasting client relationships while contributing to the continued growth of the tax practice.

Qualifications

• 4+ years of public accounting tax experience.
• 2+ years of experience reviewing income tax returns
• Meaningful knowledge of trust and estate tax returns.
• Strong understanding of Federal and Illinois taxation.
• Experience with closely held businesses, S corporations, partnerships, and individual taxation.
• Strong communication, organization, analytical, and client service skills.
• Ability to work effectively with clients and take increasing ownership of complex tax matters.

Why You Will Love Working Here

• Opportunity to become a recognized subject matter resource within the firm.
• Partnership track available for professionals interested in long term advancement.
• Direct client exposure and meaningful responsibility.
• Professional scheduling flexibility and potential hybrid flexibility outside busy season.
• Paid overtime or compensated time off.
• Profit sharing contribution and 401(k) plan.
• Health insurance, paid vacation, and sick pay.
• Lifetime 15% commission on qualifying new business you bring to the firm.
• Stable, established environment with personalized client relationships and a collaborative team.

JPC-2073

Benefits:

• Dental insurance
• Paid time off
• Retirement plan
• Vision insurance

Requirements: Must-have: 4+ yrs of public accounting tax exp. Must have 2+ yrs trust & estates tax returns exp. 

• No narrow specialists; broad tax/accounting experience required.
• CPA firm experience in 2023 or later required.
• No relocation assistance or visa sponsorship.

Submission Email / Name: Michael -

mkelsey@bagleycpa.com

Quick Recruiter Reference

Long established CPA firm in Oakbrook Terrace seeking a 4+ year public accounting tax professional with strong trust and estate experience. Handles trusts, estates, individuals, partnerships, S corporations, and closely held businesses, with opportunity to become the firm’s primary trust and estate tax authority. Partnership track, strong benefits, and potential hybrid flexibility outside busy season after orientation.

Recruiters Submission: To submit, cancel - Experienced Trust & Estates Professional - George Bagley and Company L.L.C. - JPC-2073 - source

**New Job Order Alert**

• Client job title: Experienced Trust & Estates Professional

• Location: Oakbrook Terrace, IL

• On-site, hybrid, remote: on-site

• Experience: 4

• Good fit job titles/keywords for candidates: Senior Tax Accountant, Tax Senior, Senior Tax Associate, Trust & Estate Tax Senior, Fiduciary Tax Senior, Estate & Trust Tax Accountant, Tax Supervisor, Form 1041, Estate Tax, Trust Tax

• # of hires needed: 1