Tax Senior Associate – Trust & Estate

Job not on LinkedIn

🕒 September 25

❄️ Minnesota – Remote

❄️ Minnesota – Remote

💵 $115k - $130k / year

⏰ Full Time

🟠 Senior

💰 Tax

👻 Ghost score 7%

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BGM Group

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51 - 200 employees

Founded 2008

BGM Group is a company currently developing its website, and details about its operations or services are not available at this time. Please check back later for more information.

📋 Description

• Prepare and review complex fiduciary Form 1041, estate Form 706, gift Form 709, and individual income tax returns • Provide proactive trust and estate tax planning, including income and wealth transfer strategies • Research complex federal and state tax issues and provide recommendations to clients and engagement teams • Respond to IRS and state tax authority notices and inquiries • Identify client needs and opportunities for additional planning or advisory services • Review work prepared by staff accountants and provide coaching, training, and feedback • Collaborate with Partners and Managers on technical issues and client strategies • Build and maintain strong client relationships through communication and trusted advisory services • Stay current on legislative and regulatory changes impacting trust and estate taxation

🎯 Requirements

• Bachelor’s degree in accounting (or equivalent work experience) • Minimum 5–8+ years of public accounting experience, with a strong emphasis on trust, estate, gift, and high-net-worth individual taxation • Active CPA license preferred • Strong technical knowledge of fiduciary income tax, estate and gift tax, and related planning strategies • Experience reviewing complex tax returns and mentoring junior staff • Excellent communication, analytical, and organizational skills • Ability to manage multiple priorities and deadlines in a fast-paced environment • Proficiency with Microsoft Office Suite and tax preparation software • Strong attention to detail • Proactive, client-focused, and adaptable approach

🏖️ Benefits

• 18 days paid time off • 8 paid holidays • Medical insurance with HSA and FSA options • Dental insurance • Vision insurance • 401(k) with a generous company contribution • Access to a personal financial planner • Legal insurance • Life insurance • Paid time to give to the community • Educational expense assistance for CPA studies or higher education • Flexible work models: in-office, work-from-home, or hybrid, depending on position and location

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