Overview
Tax Paralegal Jobs in Chicago, Illinois, USA at LHH Recruitment Solutions
Trusts & Estates – Tax Specialist   SENIOR PARALEGAL OR ATTORNEY
Location:
West Loop/Riverside area of downtown Chicago
Salary Range:
$90,000 – $265,000 depending upon level of experience,
education
, and licensure
Billable Hours:
1200 annually
LHH Recruitment Solutions is seeking a tax professional with 5+ years of estate and gift tax return preparation experience to join its client  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.
This is not an entry-level position. Please apply if you meet the essential minimum qualifications outlined below.
This role requires working onsite for a minimum of 3 days per week and allows for 2 days
work-from-home
flexibility
upon successful completion of onboarding.
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
Minimum Qualifications:
Bachelor  Degree or Paralegal Certificate
5+ years of relevant and recent trust and estates experience within a US law firm, financial institution, family office, or accounting firm setting
5+ years of experience preparing Estate Tax Returns (IRS Form 706), Gift Tax Returns (Form 709), and Form 1041 Income Tax Returns
Open to CPAs / Masters in Tax / JD / LLM / Licensed Attorneys / Senior Paralegals
Primary Responsibilities:
Provide tax preparation and reporting services to affluent clients
Prepare estate tax returns (IRS Form 706 and state estate tax returns), Final Form 1040, and Form 1041 fiduciary income tax returns
Review and prepare fiduciary accounting for trusts and estates
Review estate planning documents
Assist with administration of estates and trusts
Maintain active communication with clients
Interact with trust administrators, executors, clients, attorneys, financial advisors, and colleagues on matters related to estate tax returns and federal and state fiduciary income taxes
Preferred Experience:
Knowledge and experience with preparation of Final 1040 for decedents
Proficient in reading and interpreting trust documents
CPA, MST, LLM, or JD a plus but not required
Experience with GO RS tax software and CCH Pro System Axcess or related software
Experience with tax reporting for foundations a plus but not required (e.g., IRS Form 5227, Forms 990, 990-PF, and 990-T)
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Pay Details:
$90,000.00 to $ per year
Search managed by:
Holly Hilderhoff
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Title: Tax Paralegal
Company: LHH Recruitment Solutions
Location: Chicago, Illinois, USA
Category: Law/Legal, Finance & Banking (Accounting & Finance)
