Tax Senior Associate - Eden Prairie, United States - Boulay

    Boulay
    Boulay Eden Prairie, United States

    1 month ago

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    Description
    Job Description

    Job 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
    Requirements
    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
    Benefits
    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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