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Tax Preparer (Trusts & Estates)

Posted 8 days ago

orion placementNaperville (IL)

SENIORITY

Senior

SALARY

$50,000.00 - $80,000.00 per year

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About the role

Pay: $50,000.00 - $80,000.00 per year
Why This Is a Great Opportunity Join an established, respected law firm with a growing tax preparation practice. Work on specialized tax matters involving trusts, estates, gifts, and business entities. Enjoy a collaborative environment where your expertise is valued and your contributions make a difference. Build your career with meaningful responsibilities, professional growth, and long-term stability. Receive competitive compensation, comprehensive benefits, and employer-supported health insurance.
Location: Wheaton, IL. This is a 100% on-site position offering the opportunity to work closely with an experienced legal and tax team in a professional, collaborative office environment.
Note: Candidates must have at least 2+ years of tax preparation experience, including exposure to fiduciary, gift, and partnership tax returns. Experience with ProSystem fx Tax software and Microsoft Excel is required.
About Us: Confidential Employer. We are an established suburban Chicago law firm providing sophisticated legal, estate planning, and tax-related services to individuals, families, trusts, and businesses. Our team takes pride in delivering exceptional client service while fostering a collaborative and supportive workplace where professionals can thrive.
Job Description: Prepare federal tax returns, including Forms 709, 1065, and 1041.Handle tax preparation matters involving trusts, estates, gifts, and partnerships. Utilize ProSystem fx Tax software and Microsoft Excel to prepare and review tax information. Review financial documents and supporting records to ensure accurate tax filings. Collaborate with attorneys and other professionals on complex tax and estate-related matters. Assist with preparation of Forms 1040, 706, and 990-PF as experience allows. Maintain organized records, meet filing deadlines, and deliver accurate, timely work.
Qualifications: 2+ years of professional tax preparation experience. Experience preparing Forms 709, 1065, and 1041.Experience with CCH ProSystem fx Tax software. Proficiency in Microsoft Excel. Strong attention to detail, organizational skills, and ability to meet deadlines. Ability to work independently and collaborate with colleagues. Experience with Forms 1040, 706, and 990-PF preferred. Why You Will Love Working HereWe offer a welcoming, professional workplace where your expertise matters. You'll have the chance to work on interesting tax matters, collaborate with knowledgeable professionals, and continue developing your skills. Our comprehensive benefits include employer-supported health insurance, optional dental and vision coverage, and additional employee benefits. Join a team that values quality work, professional relationships, and long-term career growth. JPC-2698
Benefits:
  • Health insurance
  • Paid time off
  • Retirement plan
  • Vision insurance

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