Knowhirematch
Join One of Chicagoland’s Premier CPA Firms
With over 70 years of excellence and recognition as a Great Lakes regional leader (Crain’s Chicago Business & Accounting Today, 2020), our firm is dedicated to the success of both our clients and our people. We continue to expand by acquiring forward-thinking firms and investing in top talent, offering clear career paths, significant growth and income potential, and comprehensive benefits—all within a collaborative, people-first culture.
The Opportunity
Position:
Tax Senior / Supervisor – High-Net-Worth Individuals, Trusts & Estates Location:
Chicagoland (75% remote outside peak seasons) Path:
Direct line to partner; bonus & incentive potential As a Tax Senior or Supervisor, you’ll serve as a trusted adviser on sophisticated tax matters for high-net-worth individuals, estates, and trusts. You’ll interact daily with clients, managers, partners, and external advisors, using your expertise to deepen client relationships and uncover new opportunities. What You’ll Do
Tax Preparation & Review
Manage the preparation and review of IRS Forms 1040, 1041, 706, and 709
Client Relationship Development
Build and maintain strong partnerships with clients, financial advisors, and legal counsel Uncover unstated client needs and recommend additional services
Subject-Matter Expertise
Act as the in-house trust and estate tax specialist for colleagues and clients Present tax strategies and best practices to groups of varying sizes
Process Improvement
Design and implement workflow enhancements to boost productivity and consistency
Internal Collaboration & Referrals
Educate internal teams on your service capabilities to drive cross-practice referrals
What You Bring
Education & Credentials
Bachelor’s degree (Accounting preferred) Active credential: CPA, EA, MST, JD, LLM, CTFA, or AEP
Experience
7–10 years in a trusts & estates or high-net-worth tax role at a CPA firm, law firm, trust company, or family office Proven track record with Forms 1040, 1041, 706, and 709
Skills & Mindset
Exceptional client service and interpersonal skills Strong analytical, written, and presentation abilities Collaborative attitude and ability to build consensus Talent for diagnosing unstated client needs
Why You’ll Love Working Here
Award-Winning Culture:
“Best Place to Work” honoree Clear Path to Partner:
Advancement tied to performance Flexible/Hybrid Model:
75% remote, with on-site peaks only Jan–Apr 15 and Aug 15–Oct 15 ️
Summer Fridays Off
(Memorial Day–Labor Day) 37-Hour Workweeks
outside peak season ️
Work-Life Balance:
Generous PTO, holidays, and sick leave Modern, Paperless Office:
Cutting-edge technology Professional Development:
Technical & leadership training curriculum Business Casual Dress Code Firm-Wide Events:
Celebrate successes and build camaraderie Comprehensive Benefits:
401(k) matching, health/dental/vision, and more If you’re a proactive tax professional looking to elevate your career and make a real impact, we want to hear from you!
#J-18808-Ljbffr
Position:
Tax Senior / Supervisor – High-Net-Worth Individuals, Trusts & Estates Location:
Chicagoland (75% remote outside peak seasons) Path:
Direct line to partner; bonus & incentive potential As a Tax Senior or Supervisor, you’ll serve as a trusted adviser on sophisticated tax matters for high-net-worth individuals, estates, and trusts. You’ll interact daily with clients, managers, partners, and external advisors, using your expertise to deepen client relationships and uncover new opportunities. What You’ll Do
Tax Preparation & Review
Manage the preparation and review of IRS Forms 1040, 1041, 706, and 709
Client Relationship Development
Build and maintain strong partnerships with clients, financial advisors, and legal counsel Uncover unstated client needs and recommend additional services
Subject-Matter Expertise
Act as the in-house trust and estate tax specialist for colleagues and clients Present tax strategies and best practices to groups of varying sizes
Process Improvement
Design and implement workflow enhancements to boost productivity and consistency
Internal Collaboration & Referrals
Educate internal teams on your service capabilities to drive cross-practice referrals
What You Bring
Education & Credentials
Bachelor’s degree (Accounting preferred) Active credential: CPA, EA, MST, JD, LLM, CTFA, or AEP
Experience
7–10 years in a trusts & estates or high-net-worth tax role at a CPA firm, law firm, trust company, or family office Proven track record with Forms 1040, 1041, 706, and 709
Skills & Mindset
Exceptional client service and interpersonal skills Strong analytical, written, and presentation abilities Collaborative attitude and ability to build consensus Talent for diagnosing unstated client needs
Why You’ll Love Working Here
Award-Winning Culture:
“Best Place to Work” honoree Clear Path to Partner:
Advancement tied to performance Flexible/Hybrid Model:
75% remote, with on-site peaks only Jan–Apr 15 and Aug 15–Oct 15 ️
Summer Fridays Off
(Memorial Day–Labor Day) 37-Hour Workweeks
outside peak season ️
Work-Life Balance:
Generous PTO, holidays, and sick leave Modern, Paperless Office:
Cutting-edge technology Professional Development:
Technical & leadership training curriculum Business Casual Dress Code Firm-Wide Events:
Celebrate successes and build camaraderie Comprehensive Benefits:
401(k) matching, health/dental/vision, and more If you’re a proactive tax professional looking to elevate your career and make a real impact, we want to hear from you!
#J-18808-Ljbffr