Title: Tax Specialist – Trust & Estates
Location: Chicago Area, or open to remote (Hybrid policy 2 days
onsite in Chicagoland)
Term: Full-time (Exempt – minimal OT)
Salary: Open – commensurate with experience. Includes Excellent
Benefits!
Our client is seeking a paralegal with a minimum of 5 years of
estate and gift tax return preparation experience to join its
growing and highly collaborative Trusts & Estates Practice Group.
The ideal candidate will have extensive experience with the
preparation of complex estate and gift tax returns, as well as
aspects of probate estate and trust administration, including
trust accountings.
Key Attributes
§ Superior oral and written communication skills Strong technical
skills
§ Excellent attention to detail
§ Excellent time management skills and ability to adjust to
changing project priorities in a fast-paced and deadline-driven
environment
§ A demonstrated commitment to providing superior client service
§ Must be able to work occasional overtime as needed
Essential Qualifications
§ Bachelor’s Degree or Paralegal Certificate
§ Minimum 5 years of relevant trust and estates experience within
a law firm, financial institution, family office, or accounting
firm setting
§ Open to CPAs / Masters in Tax
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#GiftTax
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