Tax Senior Associate - [Trust & Estate]

Overview

This role supports the Trust & Estate Tax team within the organization’s National Tax Team and is based in the Minnesota practice. The position is considered remote, meaning it does not require job duties to be performed within proximity of an office location. However, remote employees may be required to be present at an office with scheduled notice for client work, team meetings, or trainings.

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 within the group to complete engagements from start to finish.

Requirements

• Bachelor’s degree in Accounting; Master’s in Tax is a plus.
• CPA, EA, LLM, or JD is preferred.
• 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

• 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 include: a discretionary performance bonus; generous paid time off; expanded and inclusive parental benefits; and access to learning and development platforms.

Location

• Minnesota (remote within the practice, with potential in-office attendance as scheduled and communicated with notice).