Job Title

OverviewWant to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page!Job details: This Jobot Job is hosted by Colleen Gormley. Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.Salary $110,000 - $185,000 per year.Why join usOur client, a mid-sized CPA firm based out of Illinois, is looking for experience tax professionals to join their specialized estate, gifts & trusts team! Join a wonderful firm that offers exceptional work/life balance and benefits of larger firms combined with white-glove client service of a boutique firm!BenefitsWork/life balanceWork fully remote, hybrid, or from our Northbrook or Frankfort offices.Generous paid time off, personal days, and sick daysMedical/Dental401kJob DetailsPrepare and review estate tax returns (Form 706), gift tax returns (Form 709), and fiduciary income tax returns (Form 1041)Collaborate with trust administrators, attorneys, and clients on estate and trust administrationReview trust and estate plan documents and help clients with their estate planning analysisBe a trusted advisor to affluent families, helping them navigate complex tax matters with confidenceGain exposure to estate administration and trust funding.QualificationsBachelor's degree (or equivalent legal or paralegal education)MST, JD, or LLM a plus but not requiredLicensed EA, CPA or Attorney a plus but not required3+ years of experience in gift/estate experienceAn understanding of the concepts of Estate, Trust and Gift planningExcellent communication and presentation skillsAbility to create and manage relationships with outside professionals, especially estate attorneysAbility to delegate work and help mentor staffProficient in Microsoft Office products (Excel, Outlook and Teams)Familiarity with CCH Axcess or ProSystem or other software equivalents such as GEMS; GO RS experience is a bonusInterested in hearing more? Easy Apply now by clicking the "Easy Apply" button.Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance formation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here /privacy-policyWant to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page! #J-18808-Ljbffr