Trust and Estates Tax Professional

Job overview

The Trust and Estates Tax Professional role is initially primarily office-based in Oakbrook Terrace, Illinois, with potential hybrid flexibility outside busy season after an initial orientation period. Compensation is $95,000–$145,000 per year. The confidential employer is an independent CPA firm serving closely held businesses, individuals, nonprofits, trusts, and estates. The professional prepares and reviews complex tax returns and advises clients on compliance and planning. The role is intended to build the firm’s trust and estate tax expertise, strengthen its tax practice, and develop lasting client relationships, with partnership-track potential for those interested in advancement.

What you'll do

• Prepare and review federal and state income tax returns for trusts, estates, individuals, partnerships, S corporations, and closely held businesses
• advise clients on tax compliance and planning
• research and apply federal and Illinois tax laws
• identify tax planning opportunities with clients and firm leadership
• assist with estate, gift, and trust tax matters
• help expand the firm’s trust and estate tax capabilities.

What we're looking for

Skills & competencies

trust and estates tax

oakbrook terrace il

hybrid potential

orion placement

$95k–$145k

public accounting

tax returns

trust taxation

estate taxation

partnership track

full-time

Work arrangement

• Weekend coverage required

Benefits & perks

• Paid overtime or compensated time off
• profit sharing
• 401(k)
• health, dental, and vision insurance
• paid vacation and sick pay
• 15% lifetime commission on qualifying new business.

Why this role

Requires four or more years of public accounting tax experience, two or more years reviewing returns, and strong trust and estate taxation knowledge. Hybrid flexibility may be available outside busy season after orientation.

About the employer

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