Financial Recruiters International · 4 days ago
Tax Specialist (Trust and Wealth)
Chicago, IL
Full-time
Onsite
Mid, Senior Level
3+ years expFinancial Recruiters International is a growing community bank seeking a Trust Officer / Tax Specialist to join its trust and wealth team. This full-time role focuses on fiduciary and trust tax preparation, providing support for tax planning and compliance in a stable, team-oriented environment.
Financial Services
Hiring Manager
Christie Burgess, STA
Responsibilities
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
Qualification
Required
Bachelor's in Accounting or related field
Tax experience required
3–10 years of experience; within 100 miles of Northwest CHI
Preferred
CPA or CTFA STRONGLY PREFERRED
Strong foundation in tax preparation
Detail-oriented, technically strong, clear communicator
From CPA firms, community banks, or strong entry-level profiles
Company
Financial Recruiters International
Financial Recruiters International was founded as a full cycle recruiting company. Specializing in financial services.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Kevin Sailor
CEO and Managing Partner
Company data provided by crunchbase