Senior Tax & Estate Planning Cpa

Anthony J. Madonia & Associates, Ltd. is hiring a Senior Tax Estate Planning CPA in Schaumburg, Cook County, US. This full‑time, on‑site role supports attorneys and high‑net‑worth clients with estate, probate, trust and tax strategies.

Key Responsibilities

• Provide comprehensive tax planning and compliance services for estate planning, probate, and trust administration matters.
• Collaborate closely with the firm’s attorneys to develop tax‑efficient strategies for clients’ wealth preservation goals.
• Prepare and review complex tax returns, including fiduciary, estate, and high‑income individual filings.
• Lead client meetings, explain tax implications, and answer technical questions in a clear, client‑focused manner.
• Supervise and mentor junior accountants, reviewing workpapers and ensuring adherence to professional standards.
• Stay current on federal and state tax law changes affecting estates, trusts, and high‑net‑worth individuals.
• Assist with tax aspects of charitable giving, business succession, and multi‑generational wealth transfer.

Required Qualifications

• Active CPA license in Illinois (or ability to obtain).
• Minimum 5 years of experience in tax, estate planning, probate, or trust administration.
• Strong knowledge of federal and Illinois estate and trust tax regulations.
• Excellent communication skills and a client‑service orientation.
• Proficiency with tax software (e.g., CCH, UltraTax) and Microsoft Office suite.
• Demonstrated ability to lead teams and manage multiple complex projects.

Preferred Experience

• Experience working in a law‑firm environment or closely with attorneys.
• Advanced certifications such as EA, CFP, or CTP.
• Familiarity with wealth‑management platforms and financial planning tools.

Compensation & Benefits

Salary: $212,814.69 annually. Competitive benefits package including health, dental, vision, 401(k) match, paid time off, and professional development support.

Frequently Asked Questions

What type of clients will I work with?

You will serve high‑net‑worth individuals, families, and trusts, providing tax planning and compliance for estate, probate, and wealth‑transfer matters.

Is CPA licensure required?

Yes, an active CPA license in Illinois (or the ability to obtain one) is required for this position.

What is the salary for this role?

The position offers a fixed annual salary of $212,814.69, plus a comprehensive benefits package.