Tax Senior Associate - [Trust & Estate]

Overview

This role is for a Tax Senior Associate to join the Trust & Estate Tax team within the Minnesota practice. The position is considered remote, meaning job duties do not require being performed within proximity to an office location. Remote employees may be required to be present at an office with scheduled notice for client work, team meetings, or trainings.

This position is situated within the National Tax Team and will focus 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 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 within the group to complete engagements from start to finish

Requirements

• Bachelor’s degree in Accounting
• 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 (verbal and written) skills

Preferred Qualifications

• Master’s in Tax
• CPA, EA, LLM, or JD

Compensation & Benefits

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

Total rewards package includes:

• Discretionary performance bonus
• Generous paid time off
• Expanded and inclusive parental benefits
• Access to learning and development platforms
• Flexible work environment
• Additional paid time off to volunteer

Location

Minnesota practice (remote; may require occasional in-office presence with scheduled notice for client work, team meetings, or trainings).