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 employer uses a hybrid work model; however, this position is considered remote and does not require job duties 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.

This position is situated within the National Tax Team and focuses on Trust & Estate work, with the potential to help with 1040/1041 work as well.

Responsibilities

• Review gift, estate, and fiduciary income tax returns for the Trust & Estates (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 (verbal and written) skills.

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 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 work permitted; may require scheduled in-office presence for client work, team meetings, or trainings).

Equal Employment Opportunity

The employer is an equal opportunity employer committed to a diverse and inclusive team. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status, and will not be discriminated against on the basis of disability.