What are the responsibilities and job description for the Trust & Wealth Tax Advisor position at Financial Recruiters International?
About the Opportunity:
Our client is a well-established, independently owned community bank that has served North Central Illinois for more than 120 years. Its Trust & Wealth Management group works closely with individuals, families and business owners on trust administration, estate planning and wealth preservation.
The bank is adding a CPA to serve as its in-house Trust & Wealth Tax Advisor. This is a technical, client-facing role that will grow into the team's go-to tax expert and succeed a long-tenured, highly valued tax resource. It is not a business development role. The ideal person enjoys the technical side of tax and can explain it clearly to clients.
What You Will Do:
- Prepare and review fiduciary, trust and estate tax returns in house, including Form 1041 and Schedule K-1
- Prepare personal tax returns for high net worth clients and business owners
- Meet with clients and beneficiaries to explain filings, tax issues and related investment concepts in plain language
- Serve as the tax resource for trust officers, wealth advisors and the operations team
- Support tax planning, trust administration and income and principal allocation analysis
- Partner with the fiduciary team on estate and wealth transfer matters
- Help clients and colleagues make sense of complex tax topics so the right decisions get made
- Grow into an officer-level relationship role with high net worth clients over time
What You Bring
Required
- CPA license
- Bachelor's degree in Accounting or a related field
- 2 to 5 years of tax experience
- Hands-on experience preparing trust returns (Form 1041) and beneficiary K-1s
- Strong written and verbal communication, with the ability to make complex tax topics simple
Preferred
- Trust, fiduciary or wealth management experience at a bank, trust company or CPA firm
- Experience working with high net worth individuals, families and business owners
- CTFA or CFP designation
- Public accounting background and an interest in moving to a client-centered, collaborative setting
- Based within commuting distance of DeKalb County, or open to relocating
Why This Role:
- A growing practice. The Trust & Wealth group is in a deliberate growth phase, with a goal of more than doubling assets under management in the coming years. You will help shape how it grows.
- A team, not a group of independent actors. The bank hires for technical skill and a genuine commitment to teamwork and service.
- Community-rooted culture. An independent bank with offices across small towns in North Central Illinois, built on relationships and a servant attitude.
- Mentorship and a clear path. The role comes with a career progression plan toward an officer-level advisor position.
- Better balance. Client exposure and meaningful work without the grind of public accounting busy season.
- Benefits. Competitive base salary, annual profit sharing, 401(k), medical coverage and paid time off.