Estate and Trust Manager
B
BoulayEstate and trust taxation
Workable workplace: remote; Workable locations: Eden Prairie, Minnesota, United States. Minneapolis, Minnesota, United StatesFull-TimeManager
Salary$110,000 - $165,000
Apply NowOpens the employer's application page
Job Details
- Experience
- 6+ years of experience in estate, gift, trust, and fiduciary taxation
- Required Skills
- Microsoft Office
Requirements
- Bachelor's degree in Accounting, Finance, or a related field.
- 6+ years of experience in estate, gift, trust, and fiduciary taxation.
- Experience preparing and reviewing complex tax returns and related engagements.
- CPA, EA, or J.D.
- Strong understanding of tax law, the Internal Revenue Code, and tax compliance and planning concepts.
- Proficiency with tax, accounting, and Microsoft Office applications.
- Ability to analyze complex client information, solve problems, and develop practical tax solutions.
- Ability to manage client relationships, lead engagements, and oversee multiple priorities.
- Ability to mentor, delegate, supervise, and review the work of less experienced team members.
Responsibilities
- Oversee and review complex estate, gift, trust, and fiduciary income tax engagements.
- Review fiduciary accounting and trust administration engagements.
- Advise clients on complex tax, estate planning, and trust matters.
- Manage client relationships and serve as a primary point of contact.
- Oversee engagement budgets, billing, scheduling, and project execution.
- Identify and resolve technical, operational, and client service issues.
- Collaborate across departments to deliver client solutions.
- Lead, mentor, and develop staff through delegation, coaching, and performance feedback.
- Maintain time entries, CRM records, calendars, and CPE compliance.
- Contribute to business development, recruiting, and strategic firm initiatives.
View Full Description & ApplyYou'll be redirected to the employer's site
