Tax Senior Associate – Trust & Estate

. Prepare and review complex fiduciary Form 1041, estate Form 706, gift Form 709, and individual income tax returns .

Posted 9/25/2026full-timeRemote • Minnesota • United StatesSenior💰 $115,000 - $130,000 per yearWebsite

Key responsibilities & impact

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

What you’ll need

Bachelor’s degree in accounting (or equivalent work experience)
Minimum 5–8+ years of public accounting experience, with a strong emphasis on trust, estate, gift, and high-net-worth individual taxation
Active CPA license preferred
Strong technical knowledge of fiduciary income tax, estate and gift tax, and related planning strategies
Experience reviewing complex tax returns and mentoring junior staff
Excellent communication, analytical, and organizational skills
Ability to manage multiple priorities and deadlines in a fast-paced environment
Proficiency with Microsoft Office Suite and tax preparation software
Strong attention to detail
Proactive, client-focused, and adaptable approach

Comp & perks

18 days paid time off
8 paid holidays
Medical insurance with HSA and FSA options
Dental insurance
Vision insurance
401(k) with a generous company contribution
Access to a personal financial planner
Legal insurance
Life insurance
Paid time to give to the community
Educational expense assistance for CPA studies or higher education
Flexible work models: in-office, work-from-home, or hybrid, depending on position and location