Estate and Trust Manager

This is a fully remote position, open to applicants in Minnesota.

📋 Description

• Supervise and evaluate intricate estate, gift, trust, and fiduciary income tax assignments

• Assess fiduciary accounting and trust administration projects

• Act as a reliable advisor on complex taxation, estate planning, and trust issues

• Manage various client relationships and function as the primary contact

• Oversee engagement budgets, invoicing, scheduling, and overall project management

• Proactively identify and address technical, operational, and client service challenges

• Collaborate with different departments to provide comprehensive client solutions

• Lead, mentor, and nurture staff through delegation, coaching, and performance evaluations

• Promote team accountability, engagement, and professional development

• Keep informed on tax legislation, professional standards, and industry developments

• Ensure accurate time tracking, CRM documentation, calendars, and CPE adherence

• Contribute to business development, recruitment efforts, and strategic initiatives of the firm

⛳️ Requirements

• Bachelor's degree in Accounting, Finance, or a related discipline

• Over 6 years of experience in estate, gift, trust, and fiduciary taxation, including the preparation and review of complex tax returns and associated projects

• CPA, EA, or J.D. designation

• Strong knowledge of tax legislation, the Internal Revenue Code, and associated tax compliance and planning principles

• Proficiency in tax, accounting, and Microsoft Office software

• Established ability to analyze intricate client data, creatively solve problems, and devise practical tax strategies

• Proven track record in managing client relationships, leading projects, and handling multiple priorities at once

• Capability to mentor, delegate, supervise, and review the tasks of less experienced team members

🏝️ Benefits

• 401(k)

• Dental insurance

• Disability insurance

• Employee assistance program

• Flexible schedule

• Health insurance

• Life insurance

• Paid time off

• Parental leave

• Tuition reimbursement

• Vision insurance

• Work from home opportunities

• Incentives, commissions, profit sharing, and more may be available depending on the position

• Reasonable accommodations for applicants