Estate and Trust Manager

🔥 0 minutes ago

❄️ Minnesota – Remote

❄️ Minnesota – Remote

💵 $110k - $165k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👔 Manager

👻 Ghost score 0%

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Boulay

WebsiteLinkedInAll Job Openings

201 - 500 employees

🏗️ Construction

🏥 Healthcare

📦 Logistics

Construction • Healthcare • Logistics

Boulay is a trusted financial advisory firm that has been providing in-depth accounting, audit, tax, and financial consulting services since 1934. With over 300 employees and 115 certified public accountants, Boulay specializes in a wide range of financial services including accounting advisory, assurance and auditing, business consulting, and wealth management. Their expertise extends to estate and trust services, tax planning, retirement planning, transaction advisory, and risk advisory services. Boulay serves individuals, businesses, and public organizations, aiming to understand their clients' specific financial needs and offer personalized recommendations. They also provide specialized services for sectors such as construction, real estate, renewable energy, and more, highlighting their diverse industry engagement. Boulay is committed to helping clients achieve their financial goals with confidence.

📋 Description

• Oversee and review complex estate, gift, trust, and fiduciary income tax engagements • Review fiduciary accounting and trust administration engagements • Serve as a trusted advisor on complex tax, estate planning, and trust matters • Manage multiple client relationships and serve as a primary point of contact • Oversee engagement budgets, billing, scheduling, and overall project execution • Anticipate, identify, and resolve technical, operational, and client service issues • Collaborate across departments to deliver comprehensive client solutions • Lead, mentor, and develop staff through delegation, coaching, and performance feedback • Foster team accountability, engagement, and professional growth • Stay current on tax laws, professional standards, and industry trends • Maintain accurate time entries, CRM records, calendars, and CPE compliance • Contribute to business development, recruiting efforts, and strategic firm initiatives

🎯 Requirements

• Bachelor's degree in Accounting, Finance, or a related field • 6+ years of experience in estate, gift, trust, and fiduciary taxation, including preparation and review of complex tax returns and related engagements • CPA, EA, or J.D. • Strong understanding of tax law, the Internal Revenue Code, and related tax compliance and planning concepts • Proficiency with tax, accounting, and Microsoft Office applications • Proven ability to analyze complex client information, solve problems creatively, and develop practical tax solutions • Demonstrated ability to manage client relationships, lead engagements, and oversee multiple priorities simultaneously • Ability to mentor, delegate, supervise, and review the work of less experienced team members

🏖️ Benefits

• 401(k) • Dental insurance • Disability insurance • Employee assistance program • Flexible schedule • Health insurance • Life insurance • Paid time off • Parental leave • Tuition reimbursement • Vision insurance • Work from home • Incentives, commissions, profit sharing, and more may be available depending on the role • Reasonable accommodation for applicants

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