Tax Senior Associate - Eden Prairie, United States - Boulay Group

Description

We are currently seeking a talented and driven professional to join our Estates and Trusts team

The Estate and Trust Senior Associate 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.

Tasks are conducted under limited direct supervision but under the review of the Supervisor, Manager, or Partner.
With offices in Minnesota (Eden Prairie, Minneapolis, Mankato) and Florida (Naples) and a remote workforce in 20+ 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.

We want to help you build a career fit for your life.

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.

Responsibilities:
Prepare more advanced trust and estate income tax returns
Prepare more advanced gift tax returns
Prepare more advanced estate tax returns
Perform and review trust accounting
Review trust and estate income tax returns
Review gift tax returns
Review estate tax returns
Assist with drafting estate plans
Research technical issues
Bachelor's Degree in Accounting, Finance, or related field
2+ years of

applicable experience
Some estate and

trust experience
Some tax

preparation and review experience (specifically with gift, estate, and

trust and estate income tax)
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
Ability to

creatively solve problems and analyze client data
Previous estate and trust experience
Previous tax preparation experience

Familiarity with accounting software programs:
ProSystemsFx Tax, CaseWare, XCM, Maconomy, Quickbooks, and T-Value
Familiarity

with estate and trust software programs: EstateVal and Estate Planning

Tools
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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