Estate and Trust Manager

Boulay Financial Advisors, LLC; Eden Prairie (MN); On-site; USD 110,000 - 165,000; Full time

Benefits offered by this job

401(k)

Health insurance

Dental insurance

Vision insurance

Paid time off

Flexible schedule

Work from home

Parental leave

Life insurance

Tuition reimbursement

Employee assistance program

Vision insurance

Hybrid/remote options

Job summary

Boulay Financial Advisors, LLC in Minnesota is seeking an Estate and Trust Manager to lead engagements in estate, gift, and fiduciary taxation, fiduciary accounting, and estate administration.

You will manage a portfolio of client relationships, oversee complex tax and consulting projects, and mentor staff to ensure excellence.

Qualifications

• Oversee and review complex estate, gift, trust, and fiduciary income tax engagements.
• Review fiduciary accounting and trust administration engagements.
• Lead client engagements and manage portfolio of relationships.
• Mentor staff and ensure high-quality service and technical excellence.
• Stay current on tax laws and professional standards.

Responsibilities

• Oversee and review complex estate, gift, trust, and fiduciary income tax engagements.
• Review fiduciary accounting and trust administration engagements.
• Serve as trusted advisor on complex tax and estate planning matters.
• Manage multiple client relationships and projects.
• Foster staff development and accountability.
• Stay current on tax laws and industry trends.

Skills

Client relationship management

Tax analysis

Mentoring staff

Problem solving

Communication

Education

Bachelor's degree in Accounting or Finance

CPA/EA/J.D.

Tools

Microsoft Office

CRM software

Tax software

Job description

We are currently looking for an Estate and Trust Manager to join our team!

Our Estate & Trust professionals work closely with individuals, families, fiduciaries, and beneficiaries in the administration of estates and trusts, including the analysis of related documents, preparation and review of tax returns, and fiduciary accounting. The team also consults with clients on strategies to minimize estate and gift taxes while helping them achieve their broader estate planning, charitable, and financial goals.

The Estate & Trust Manager is responsible for leading client engagements related to estate, gift, and trust taxation, fiduciary accounting, and estate administration. This role involves managing a portfolio of client relationships, overseeing complex tax and consulting engagements, and serving as a trusted advisor to individuals, families, fiduciaries, and beneficiaries. The Estate & Trust Manager is responsible for managing multiple projects simultaneously while ensuring exceptional client service and technical excellence.

This is an excellent opportunity for a tax professional who enjoys building client relationships, solving complex tax issues, and making a meaningful impact on clients' long-term financial and legacy planning goals.

Responsibilities:

- 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.

- Bachelor's degree in Accounting, Finance, or a related field.

- 6+ years of experience in estate, gift, trust, and fiduciary taxation, including the 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.

The annual salary range for this position is: $110,000 - $165,000. This salary range reflects the anticipated responsibilities and qualifications of a successful candidate for this role. Final compensation may vary depending upon an individual’s experience, knowledge, and skills. Individuals may be eligible for additional compensation in the form of incentives, commissions, profit sharing, and more, depending on the role. Boulay offers a wide range of benefits such as medical, dental, vision, 401k, flexible schedules, hybrid (or remote, as applicable) work environment, paid time away, and more.

Boulay is committed to providing reasonable accommodation to all applicants.If you require any accommodation, contact Jenna Nutting at [e-mail].

Boulay is committed to attracting and developing highly talented professionals while providing a premier and inclusive candidate experience. Our Talent Acquisition Team strives to source and recruit diverse talent with an entrepreneurial mindset who will help contribute to the Firm's continued success.

• 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