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Porte Brown LLC Logo Porte Brown LLC · Finance

Senior Tax Accountant - Estate & Trust

United States, Elk Grove Village, McHenry, Elgin, Woodridge, IL 105000.00 - 115000.00 USD / Year · Job Posted December 11, 2025

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Job Description

We are currently seeking a Senior Tax Accountant with a specialization in Estate and Trust to join our talented team. The Senior E & T Accountant is responsible for organizing client assignments and projects including the completion of assigned tasks and project components as well as coaching and mentoring team members in client and self-development expectations.

Job Responsibility

  • Assist partners and managers in consulting with closely held business and individual clients on financial and tax planning matters
  • Prepare tax returns, including consolidated or multi-state business returns, complex pass-through entities, and complex individuals
  • Identify and research all aspects of estate and trust engagements, including planning, research, compliance and reporting
  • Reading through trust agreements and wills to determine appropriate filings and estate structure
  • Complete monthly and quarterly accounting projects at client locations
  • Demonstrate an interest in practice development
  • Advises and coaches team members and sets example by demonstrating high energy level and enthusiasm
  • Actively supports new initiatives
  • Identify opportunities to improve assignment profitability and efficiency
  • Pursues self-development opportunities
  • Work as an effective team member to complete project components and assigned tasks
  • Must be able to manage own work schedule
  • Actively work to build networking, marketing and business development skills

Requirements

  • 3+ years of current Public Accounting Experience
  • Experience preparing Form 1041 Fiduciary Income tax returns
  • Experience preparing Form 709 Gift Tax returns
  • Experience preparing Form 706 Estate Tax returns
  • Experience preparing Deceased Taxpayer Income Tax returns
  • BA/BS Degree in Accounting, Finance, or related field
  • CPA Certification
  • or eligible to sit for the CPA exam
  • Proficiency with tax software, MS Office, and working knowledge of QuickBooks
  • Strong client rapport and project management skills
  • Strong technical knowledge and skills
  • Strong problem-solving capabilities
  • Ability to multi-task and manage multiple projects simultaneously
  • Organization – Managing your own schedule
  • Excellent verbal and written communication skills with ability to focus on complex financial information
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