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Eden Prairie

    Tax Manager - Eden Prairie, United States - Boulay Group

    Boulay Group
    Boulay Group Eden Prairie, United States

    3 weeks ago

    Default job background
    Description
    We are currently seeking a talented, enthusiastic Tax Manager to join our Estate and Trust Tax team.

    The Estate and Trust Manager is responsible for assisting our clients with their internal accounting and estate, gift, and trust needs by performing a variety of more advanced accounting and tax assignments.

    This includes managing multiple projects and client relationships simultaneously.

    Tasks are typically conducted with little to no supervision but under the review of a Partner or directly from the client.

    Delegation and supervisory responsibilities will occur with less experienced staff. This position may also involve working cross-departmentally with other Boulay Departments to effectively accomplish projects and tasks.

    With offices in Minnesota (Eden Prairie, Minneapolis, Mankato) and Florida (Naples) and a remote workforce in 25+ different states, Boulay offers a diverse work environment that empowers you to work where you want and how you want.

    Together, we strive to help you achieve your professional goals while allowing you the flexibility to reach your personal milestones.

    Genuine, inclusive, meaningful relationships are the cornerstone of our culture and the key to our firm's success.

    If you are looking for a unique opportunity to continue advancing professionally, bring fresh perspective, and ensure a balance between personal and professional ambitions, Boulay may be the right fit for you.


    Essential Functions and Responsibilities:

    To perform this job, an individual must be able to perform each essential function and responsibility satisfactorily, with or without reasonable accommodation.

    Working knowledge of the preparation of trust and estate income tax returns
    Working knowledge of the preparation of gift tax returns
    Working knowledge of the preparation of estate tax returns
    Review trust accounting
    Review trust and estate income tax returns
    Review gift tax returns
    Review estate tax returns
    Oversee the drafting of estate plans
    Oversee probate and estate administration
    Oversee the filing of probate documents with the court
    Oversee light real-estate administration
    Oversee the complete process of managing all tasks regarding client work
    Anticipate, detect, and correct inaccuracies, conflicts, or other issues within projects
    Research technical issues
    Initiate and manage client communication with staff or Partner
    Collaborate cross-departmentally to gather information and resolve client matters

    Qualifications and/or Experience:

    The requirements listed below are representative of the knowledge, skills and/or abilities required to perform the essential functions of this role successfully.


    Required:
    Bachelor's Degree in Accounting, Finance, or related field
    6+ years of applicable experience
    CPA, JD, or LLM
    Specific estate and trust experience
    Tax preparation and review experience (specifically with gift, estate, and trust and estate income tax)
    Solid track record of career achievements and work quality
    Strong computer skills and proficiency in various accounting and other software, including Microsoft Office Suite
    Strong knowledge of Internal Revenue Code, tax law, and tax processes
    Supervisory experience
    Strong desire to help the client and provide quality services
    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

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