Tax Senior Associate – Trust & Estate

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

📋 Description

• Prepare and examine intricate fiduciary Form 1041, estate Form 706, gift Form 709, and individual income tax returns.

• Deliver proactive trust and estate tax planning, encompassing income and wealth transfer strategies.

• Investigate complex federal and state tax issues and offer recommendations to clients and engagement teams.

• Address inquiries and notices from the IRS and state tax authorities.

• Recognize client needs and opportunities for additional planning or advisory services.

• Review the work completed by staff accountants while providing coaching, training, and feedback.

• Collaborate with Partners and Managers on technical matters and client strategies.

• Foster and sustain strong client relationships through effective communication and trusted advisory services.

• Remain updated on legislative and regulatory changes that affect trust and estate taxation.

⛳️ Requirements

• Bachelor’s degree in accounting (or equivalent work experience).

• A minimum of 5–8+ years of public accounting experience, focusing significantly on trust, estate, gift, and high-net-worth individual taxation.

• An active CPA license is preferred.

• Robust technical knowledge of fiduciary income tax, estate and gift tax, and associated planning strategies.

• Experience in reviewing complex tax returns and mentoring junior staff members.

• Exceptional communication, analytical, and organizational skills.

• Capability to handle multiple priorities and meet deadlines in a fast-paced environment.

• Proficiency in Microsoft Office Suite and tax preparation software.

• Strong attention to detail.

• Proactive, client-focused, and adaptable approach.

🏝️ Benefits

• 18 days of paid time off.

• 8 paid holidays.

• Medical insurance with HSA and FSA options.

• Dental insurance.

• Vision insurance.

• 401(k) with a generous company contribution.

• Access to a personal financial planner.

• Legal insurance.

• Life insurance.

• Paid time to contribute to the community.

• Educational expense assistance for CPA studies or higher education.

• Flexible work models: in-office, remote, or hybrid, depending on position and location.