Tax Senior Associate - [Trust & Estate]

Overview

This role is part of the organization’s Trust & Estate Tax team within the Minnesota practice. This is a remote position, so job duties do not need to be performed within proximity of an office location. With scheduled notice, remote employees may be required to be present at an office for client work, team meetings, or trainings.

The position sits within the National Tax Team and focuses on Trust & Estate work, with the potential to support 1040/1041 work as needed.

Responsibilities

• Review gift, estate, and fiduciary income tax returns for the Trust & Estate (T&E) group.
• Handle 1040/1041 returns as needed.
• Review fiduciary accounting for trusts and estates.
• Provide tax planning and consulting to high net worth clients for estate and individual income taxes.
• Manage all aspects of client relationships.
• Manage a team of professionals to complete engagements from start to finish.

Requirements

• Bachelor’s degree in Accounting; Master’s in Tax is a plus.
• Minimum of 3 years of progressive tax experience with trusts and estates, as well as high net worth clients.
• Strong tax research skills.
• Excellent communication and presentation skills (verbal and written).

Preferred Qualifications

• CPA, EA, LLM, or JD preferred.

Compensation & Benefits

In Minnesota, the salary range for Tax Senior Associates is $70,000 - $105,000. Salary determination varies based on factors such as geographical location, qualifications, experience, skills, and competencies.

The total rewards package includes:

• Discretionary performance bonus
• Generous paid time off
• Expanded and inclusive parental benefits
• Access to learning and development platforms
• Paid time off for employees to volunteer

Location

• Minnesota practice (remote position).