
Staff Cpa - Estate & Tax Planning
Anthony J. Madonia & Associates, Ltd. • Schaumburg, IL, US
Posted 2 months ago
Description
Anthony J. Madonia & Associates, Ltd. is seeking a Certified Public Accountant to join our established and respected practice. This full-time, on-site position will work closely with the firm’s senior CPA, attorneys, and clients on matters involving estate planning, probate, trust administration, and tax-related planning.
The ideal candidate is detail-oriented, organized, and interested in growing within a collaborative legal and financial planning environment. This role is a strong fit for a CPA who has experience in tax or accounting and wants to build deeper experience in estate, trust, and probate-related matters.
Work Environment
This is a full-time, on-site position based in Schaumburg, Illinois. The firm offers a collaborative and professional environment focused on delivering high-quality service to clients. This position will work under the direction of the senior CPA while also collaborating with attorneys and other members of the firm.
Compensation
Compensation will be commensurate with experience and qualifications.
Benefits
- Group Health Insurance with BlueCross Blue Shield. The firm pays 80 percent of employee premiums and 20 percent of dependent coverage, 30 day eligibility requirement.
- Company paid Vision and Dental Insurance.
- Company paid Group Life Insurance.
- Company paid Short Term and Long Term Disability Insurance.
- 401(k) plan with company matching contribution up to 4 percent of pay, 90-day eligibility requirement.
- Paid vacation time and sick days.
Responsibilities
- Collaborate with senior CPA and attorneys to develop comprehensive estate and tax planning strategies for clients.
- Prepare and review tax returns, ensuring compliance with federal, state, and local tax laws.
- Assist in the administration of trusts and estates, providing guidance and support to clients throughout the process.
- Analyze financial data to identify opportunities for tax savings and risk mitigation.
- Maintain accurate and organized records of all client interactions and financial documents.
- Communicate complex financial concepts in a clear and accessible manner to clients and team members.
- Stay updated on changes in tax legislation and industry best practices to ensure clients receive the most current advice and strategies.
Qualifications
- Active Certified Public Accountant (CPA) license in Illinois.
- Experience in estate and tax planning, with a focus on trusts and probate matters.
- Ability to collaborate effectively with senior CPAs, attorneys, and clients to develop comprehensive strategies.
- Proven track record of preparing and reviewing tax returns in compliance with federal, state, and local laws.
- Strong analytical skills to identify opportunities for tax savings and risk mitigation.
- Excellent organizational skills to maintain accurate and organized client records.
- Ability to communicate complex financial concepts clearly and accessibly to clients and team members alike.
About Anthony J. Madonia & Associates, Ltd.
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.
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