Tax Senior Associate - [Trust & Estate]

Overview

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

The role sits within the National Tax Team and will focus on Trust & Estate work, with the potential to support 1040/1041 work.

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; 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 (verbal and written) skills.

Preferred Qualifications

• CPA, EA, LLM, or JD.

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.
• 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 practice. Remote role (no requirement to perform duties near an office location), with possible scheduled in-office attendance for client work, team meetings, or trainings.