Tax Manager - Gift Trust and Estate
$95,000–$130,000 year
HybridMinneapolis, Minnesota, United States
Minneapolis, Minnesota, United StatesHybridFull Time$95,000–$130,000 yearBachelors DegreeLarge
Full TimeBachelors DegreeLarge
Job Summary
Review gift, estate, and fiduciary tax returns while coaching staff to ensure accurate completion by deadlines. Interpret legal documents for estate and business succession planning, analyzing individual tax situations to maximize benefits. Implement planning processes based on cash flow projections, distribution strategies, and estate preservation. Manage internal and external client relationships by proactively seeking value-added solutions and participating in business development activities. Collaborate with the Wealth Transition Services team on various projects.
Required Qualifications
- Bachelor's degree in Accounting
- active CPA license
- Enrolled Agent (EA) certification
- 5 or more years of experience in public accounting tax work
- experience with gift, trust and estate tax returns
- expertise in transfer tax and estate planning
- Must be authorized to work in the United States now or in the future without visa sponsorship
Desired Qualifications
- experience with flow-through entities and private foundations
- Excellent verbal and written communication skills
- multi-tasking master
- experience developing business and networking
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