- 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
- 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
-
beBee Handyman Eden, WI, United States FreelanceI am in need of a Management service with the following characteristics in Eden, WI:What type of management service is needed? · Accounting, tax and/or tax-related (taxes, income, etc.) · Type of management service contract · Continuous consultancy (monthly or quarterly) · Client ...
-
Tax Manager
2 weeks ago
Boulay Eden Prairie, United StatesWe are currently seeking a Tax Manager to join our vibrant and growing Real Estate practice. The Tax Manager will bring considerable experience advising a range of clients including Real Estate Investment Trusts, Private Real Estate Funds, real estate developers and family office ...
-
Tax Manager
3 weeks ago
Boulay Group Eden Prairie, United StatesWe 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 a ...
-
Tax Manager
1 week ago
Boulay Eden Prairie, United StatesJob Description · Job DescriptionWe 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 perfo ...
-
Tax Manager
1 week ago
Boulay Eden Prairie, United StatesJob Description · Job DescriptionWe are currently seeking a talented and driven leader to join our Private Client Services team · Our Private Client Services team focuses on individual, estate/trust and closely held business clients. Work with this group to provide clients with t ...
-
Tax Manager
1 week ago
Boulay Eden Prairie, United StatesJob Description · Job DescriptionWe are currently seeking a Tax Manager to join our vibrant and growing Real Estate practice. The Tax Manager will bring considerable experience advising a range of clients including Real Estate Investment Trusts, Private Real Estate Funds, real es ...
-
Tax Manager
2 weeks ago
CyberCoders Minnetonka, MN, United StatesMinnetonka, MN · • Minneapolis, MN Full-time $100, $150,000.00Posted 04/26/2024For nearly 40 years, we have provided the highest level of professional financial services to our high-net-worth clients in a manner that ensures not only client but staff satisfaction. Our suite of o ...
-
Manager, Tax and Investment Accounting
3 weeks ago
Margaret A. Cargill Philanthropies Eden Prairie, United StatesClearPoint Search Group is leading the search for the next Manager of Tax and Investment Accounting at Margaret A. Cargill Philanthropies (MACP). The Manager of Tax and Investment Accounting will lead the specialized investment accounting and tax services, leveraging expertise in ...
-
Manager of Tax and Investment Accounting
4 weeks ago
ClearPoint Search Group LLC Eden Prairie, United StatesJob Description · Job Description · ClearPoint Search Group · is leading the search for the next · Manager of Tax and Investment Accounting · at Margaret A. Cargill Philanthropies (MACP). The Manager of Tax and Investment Accounting will lead the specialized investment accou ...
-
Manager, Tax and Investment Accounting
1 week ago
Margaret A. Cargill Philanthropies Eden Prairie, United StatesClearPoint Search Group · is leading the search for the next · Manager of Tax and Investment Accounting · at Margaret A. Cargill Philanthropies (MACP). The Manager of Tax and Investment Accounting will lead the specialized investment accounting and tax services, leveraging exp ...
-
Tax Manager
3 weeks ago
Sterling Freeman Edina, United StatesTax Manager - Edina, MN CPA Firm · Our Tax Managers manage tax compliance workflow, supervise and review tax staff and seniors, approve corporate tax returns. Tax Managers perform tax planning to minimize tax liabilities of individuals, estates, trusts, and businesses and resear ...
-
beBee Handyman Wilson, WI, United States FreelanceI am in need of a Management service with the following characteristics in Wilson, WI:What type of management service is needed? · Administrative, labor, tax and/or fiscal (taxes, income, etc.) · Type of contract for the management service · Continuous consultancy (monthly or qua ...
-
Accounting and Tax Manager
4 days ago
Truity Partners Hopkins, United StatesLocation: Hopkins, Minnesota · Sector: Accounting & Finance · Employment Type: Permanent · Job ID: 39496 · Date Added: 05/22/2024 · APPLY NOW · View All Jobs · Our client is an organization in the greater Minneapolis area looking for an Accounting & Tax Manager. Our client is ...
-
Accounting and Tax Manager
6 days ago
Truity Partners Hopkins, United StatesLocation: Hopkins, Minnesota · Sector: Accounting & Finance · Employment Type: Permanent · Job ID: 39496 · Date Added: 05/19/2024 · APPLY NOW · View All Jobs · Our client is an organization in the greater Minneapolis area looking for an Accounting & Tax Manager. Our client is ...
-
Accounting and Tax Manager
3 days ago
Truity Partners Hopkins, United StatesLocation: Hopkins, Minnesota · Sector: Accounting & Finance · Employment Type: Permanent · Job ID: 39496 · Date Added: 05/26/2024 · APPLY NOW · View All Jobs · Our client is an organization in the greater Minneapolis area looking for an Accounting & Tax Manager. Our client is ...
-
Accounting and Tax Manager
1 day ago
Truity Partners Hopkins, United StatesLocation: Hopkins, Minnesota · Sector: Accounting & Finance · Employment Type: Permanent · Job ID: 39496 · Date Added: 05/23/2024 · APPLY NOW · View All Jobs · Our client is an organization in the greater Minneapolis area looking for an Accounting & Tax Manager. Our client is ...
-
Accounting & Tax Manager
3 weeks ago
Lincoln Search Consultants Inc Hopkins, United StatesTitle: Accounting & Tax Manager · Location: Hopkins, MN · Compensation: up to $80k + bonus making the total comp $100k+ · Overview: · Our distinguished client, a well-established accounting firm, is actively seeking an accomplished and proactive Accounting and Tax Manager to seam ...
-
Accounting and Tax Manager
6 days ago
Truity Partners Hopkins, United StatesLocation: Hopkins, Minnesota · Sector: Accounting & Finance · Employment Type: Permanent · Job ID: 39496 · Date Added: 05/21/2024 · APPLY NOW · View All Jobs · Our client is an organization in the greater Minneapolis area looking for an Accounting & Tax Manager. Our client is ...
-
Accounting & Tax Manager
3 weeks ago
Cameron Craig Group Hopkins, United StatesCompensation: up to $80k + bonus making the total comp $100k+ · Overview: · Our distinguished client, a well-established accounting firm, is actively seeking an accomplished and proactive Accounting and Tax Manager to seamlessly integrate into their local team. This role presents ...
-
Accounting & Tax Manager
3 weeks ago
ITech Consulting Partners Hopkins, United StatesCompensation: up to $80k + bonus making the total comp $100k+ · Overview: · Our distinguished client, a well-established accounting firm, is actively seeking an accomplished and proactive Accounting and Tax Manager to seamlessly integrate into their local team. This role presents ...
Tax Manager - Eden Prairie, United States - Boulay
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.
Requirements
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.
Required: