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Boulay

Estate and Trust Manager

Boulay

. Oversee and review complex estate, gift, trust, and fiduciary income tax engagements .

Posted 11/6/2026full-timeRemote • Minnesota • United StatesMid-LevelSenior💰 $110,000 - $165,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Expertise in estate, gift, trust, and fiduciary taxation, with a strong understanding of tax law and compliance. Proven ability to manage client relationships, lead teams, and deliver comprehensive solutions while staying current on industry trends.

Highest-signal resume keywords
Estate And Gift TaxationFiduciary Income TaxClient Relationship ManagementTax Law ComplianceTeam Leadership And Mentoring

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Tax Return PreparationFiduciary AccountingTrust AdministrationComplex Problem SolvingBudget ManagementProject ExecutionTax Compliance ConceptsFinancial Analysis
Soft Skills
CoachingDelegationPerformance FeedbackCreative Problem Solving
Tools & Technologies
Microsoft OfficeCRM Applications
Certifications & Qualifications
CPAEAJ.D.
Industry Keywords
Internal Revenue CodeEstate PlanningTrust MattersProfessional StandardsCPE Compliance

About the role

Key responsibilities & impact
  • Oversee and review complex estate, gift, trust, and fiduciary income tax engagements
  • Review fiduciary accounting and trust administration engagements
  • Serve as a trusted advisor on complex tax, estate planning, and trust matters
  • Manage multiple client relationships and serve as a primary point of contact
  • Oversee engagement budgets, billing, scheduling, and overall project execution
  • Anticipate, identify, and resolve technical, operational, and client service issues
  • Collaborate across departments to deliver comprehensive client solutions
  • Lead, mentor, and develop staff through delegation, coaching, and performance feedback
  • Foster team accountability, engagement, and professional growth
  • Stay current on tax laws, professional standards, and industry trends
  • Maintain accurate time entries, CRM records, calendars, and CPE compliance
  • Contribute to business development, recruiting efforts, and strategic firm initiatives

Requirements

What you’ll need
  • Bachelor's degree in Accounting, Finance, or a related field
  • 6+ years of experience in estate, gift, trust, and fiduciary taxation, including preparation and review of complex tax returns and related engagements
  • CPA, EA, or J.D.
  • Strong understanding of tax law, the Internal Revenue Code, and related tax compliance and planning concepts
  • Proficiency with tax, accounting, and Microsoft Office applications
  • Proven ability to analyze complex client information, solve problems creatively, and develop practical tax solutions
  • Demonstrated ability to manage client relationships, lead engagements, and oversee multiple priorities simultaneously
  • Ability to mentor, delegate, supervise, and review the work of less experienced team members

Benefits

Comp & perks
  • 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
  • Incentives, commissions, profit sharing, and more may be available depending on the role
  • Reasonable accommodation for applicants