Senior Tax andamp; Estate Planning Cpa

Anthony J. Madonia & Associates, Ltd. is seeking a Senior Certified Public Accountant to join our established and respected practice. This full-time, on-site position will support the firm’s attorneys and clients in matters involving estate planning, probate, trust administration, and tax-related strategies.

The ideal candidate is a seasoned CPA with a minimum of 5 years of experience, comfortable working directly with clients and leading internal accounting support, while collaborating with attorneys on complex financial and planning matters. This individual will play a key role in both client service and internal team oversight.

$125,000 - $150,000 yearly

• Lead and manage tax and estate planning engagements, ensuring client needs are met with precision and care.
• Collaborate closely with attorneys to develop comprehensive financial strategies that align with client goals.
• Oversee the preparation and review of complex tax returns, ensuring compliance with current regulations.
• Provide expert guidance to clients on tax-related matters, empowering them to make informed decisions.
• Mentor and support junior team members, fostering a collaborative and growth-oriented environment.
• Conduct thorough research on tax laws and estate planning trends to keep our strategies innovative and effective.
• Facilitate client meetings, presenting financial plans and strategies with clarity and confidence to build trust and rapport.

• Active Certified Public Accountant (CPA) license in Illinois.
• Experience in estate planning, probate, and trust administration with a minimum of five years in a CPA role.
• Ability to prepare and review fiduciary income tax returns, estate tax returns, and individual tax filings with precision.
• Proven track record of advising on tax implications related to wealth transfer, inheritance, and long-term planning.
• Strong collaboration skills to work effectively with attorneys and develop comprehensive planning strategies.
• Proficiency in maintaining accurate financial records and ensuring compliance with applicable regulations.
• Excellent communication skills to clearly convey complex information to clients, beneficiaries, and other professionals.
• Leadership experience in overseeing, mentoring, and guiding junior CPAs and accounting staff to success.

Anthony J. Madonia & Associates, Ltd. is a well-established Illinois law firm providing thoughtful andstrategic legal counsel to individuals, families, and businesses. Our practice includes estate planning, probate and trust administration, tax planning, business and corporate law, and related litigation matters. We are known for a client-focused approach, attention to detail, and commitment to helping clients make informed decisions with confidence.

Compensation details: 125000-150000 Yearly Salary

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