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Tax Specialist; Trust and Wealth

Job in Chicago, Cook County, Illinois, 60290, USA
Listing for: Financial Recruiters International
Full Time position
Listed on 2026-02-01
Job specializations:
  • Finance & Banking
    Accounting & Finance, Tax Accountant
  • Accounting
    Accounting & Finance, Tax Accountant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Tax Specialist (Trust and Wealth)

Overview

Now Hiring:
Trust Officer – Tax Specialist (Full-Time)

📍 West Suburbs of Chicago | Community Bank

A growing community bank is hiring a Trust Officer / Tax Specialist to support its trust and wealth team. This is a full-time, non-sales role focused on fiduciary and trust tax preparation in a stable, team-oriented environment.

Role Highlights
  • Prepare and review trust, estate, and fiduciary tax returns
  • Serve as a technical tax resource to the trust team
  • Support tax planning, compliance, and internal operations
Ideal Background
  • Strong foundation in tax preparation
  • Detail-oriented, technically strong, clear communicator
  • From CPA firms, community banks, or strong entry-level profiles
Qualifications
  • Bachelor’s in Accounting or related field
  • Tax experience required; CPA or CTFA STRONGLY PREFERRED
  • 3–10 years of experience; within 100 miles of Northwest CHI
Why This Role
  • Stable community bank environment
  • Strong mentorship and succession path
  • Excellent work-life balance vs. public accounting
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