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Tax Associate
1 month ago
Brand New Opportunity: Estate and Gift Tax Associate
???? Join a Tight-Knit CPA Firm with an Unmatched Work-Life Balance Up to $120k Package
About Us:
???? Award-Winning Firm: Honored as a G400 by AICPA, one of only 20 in Illinois, we are dedicated to providing exceptional experiences for both clients and team members.
???? Leadership: Managed by confident, capable, and humble leaders who prioritize your growth and success.
Role: Estate and Gift Tax Associate
- High-Profile Clients: Deliver tax preparation and reporting services to prestigious clients.
- Comprehensive Tax Services: Prepare estate tax returns (IRS Form 706 and state estate tax returns), Final Form 1040, and Form 1041 fiduciary income tax returns (if knowledgeable).
- Estate Planning: Review and prepare fiduciary accountings for trusts and estates, and review estate planning documents.
- Collaborative Environment: Work closely with trust administrators, executors, clients, attorneys, financial advisors, and colleagues on estate tax returns and fiduciary income taxes.
Salary & Benefits:
???? Competitive Compensation:
- Salary range of $100k $120k + Annual Bonus
- Flexible Schedule: Choose the hours that work best for you.
- Work Options: Hybrid or fully remote options available.
- Comprehensive Benefits: 401K/profit-sharing program, competitive medical and dental plans.
- Additional Perks: MST and CPA reimbursement, annual bonus pool, summer Fridays, and office closure between Christmas and New Year.
Location: Hybrid or Remote
???? Requirements:
- 3-5 years of experience with estate, gift, and trust tax returns.
Interested?
For a confidential discussion about this opportunity, please email your resume to rebecca.oconnell@data-revolutionhr.com. Let us know your availability for a call to discuss this role in more detail.
