BGM Group

• Prepare and review complex fiduciary Form 1041, estate Form 706, gift Form 709, and individual income tax returns
• Provide proactive trust and estate tax planning, including income and wealth transfer strategies
• Research complex federal and state tax issues and provide recommendations to clients and engagement teams
• Respond to IRS and state tax authority notices and inquiries
• Identify client needs and opportunities for additional planning or advisory services
• Review work prepared by staff accountants and provide coaching, training, and feedback
• Collaborate with Partners and Managers on technical issues and client strategies
• Build and maintain strong client relationships through communication and trusted advisory services
• Stay current on legislative and regulatory changes impacting trust and estate taxation

Tax Senior Associate – Trust & Estate