Estate and Trust Tax Senior or Supervisor

Job overview

The Estate and Trust Tax Senior or Supervisor role is primarily onsite in Chicago, IL, four to five days per week. Compensation is up to $110,000 per year, with paid overtime. The role is with an established public accounting firm serving individual and closely held business clients. The tax professional prepares and reviews complex fiduciary and related tax returns, researches tax issues, and supports planning and compliance. The role also manages client engagements and deadlines while mentoring junior team members and contributing to practice development.

What you'll do

• Prepare complex estate, trust, individual, and pass-through tax returns, including Forms 1041, 706, and 709 and deceased taxpayer returns
• review trust agreements and wills
• research estate and trust tax issues
• assist with planning and compliance
• support client tax and financial planning matters
• manage engagements and deadlines
• mentor junior team members
• contribute to process improvement and business development.

What we're looking for

Skills & competencies

estate and trust tax

tax senior

tax supervisor

chicago il

public accounting

up to $110k/year

paid overtime

forms 1041 706 709

cpa or ea

client advisory

mentoring

onsite 4–5 days

Work arrangement

• Weekend coverage required

Benefits & perks

• Employer-funded medical and vision insurance, 401(k) with profit sharing, four to six or more weeks of paid time off, CPA prep-course reimbursement, CPA exam bonus, tuition reimbursement, and paid professional certification costs.

Why this role

Requires three or more years of current public accounting experience and hands-on preparation of Forms 1041, 706, and 709. CPA or EA, or active pursuit of CPA eligibility, is required.

About the employer

Levelociti is hiring for this role. Industry: Offices of Certified Public Accountants. Sector: 54.