Estate & Trust Leader (Remote/Flexible Schedule)

Boulay; Minneapolis (MN); Ibrido; USD 110.000 - 165.000; Tempo pieno

Vantaggi offerti da questo lavoro

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

Descrizione del lavoro

Boulay is seeking an Estate and Trust Manager to lead engagements in estate, gift, and fiduciary taxation. You will oversee complex tax work, fiduciary accounting, and estate administration while serving as a trusted adviser to individuals, families, and beneficiaries.

You will manage multiple client relationships, drive project execution, and mentor staff to deliver exceptional client service and technical excellence. Hybrid or remote work options are available.

Competenze

• Bachelor's degree in Accounting, Finance, or related field required.
• 6+ years of estate, gift, trust, and fiduciary taxation experience.
• CPA, EA, or J.D. designation required.
• Strong understanding of tax law and related compliance concepts.
• Proficiency with tax and accounting software and Microsoft Office.
• Ability to mentor, lead engagements, and manage multiple priorities.

Mansioni

• 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 tax and estate planning matters.
• Manage multiple client relationships as the primary contact.
• Oversee budgets, billing, scheduling, and project execution.
• Lead, mentor, and develop staff.

Conoscenze

Tax analysis

Client management

Mentoring

Problem solving

Formazione

Bachelor's degree in Accounting/Finance

CPA/EA/JD

Strumenti

Microsoft Office

Descrizione del lavoro

Boulay is seeking an Estate and Trust Manager to lead engagements in estate, gift, and fiduciary taxation. You will oversee complex tax work, fiduciary accounting, and estate administration while serving as a trusted adviser to individuals, families, and beneficiaries.

You will manage multiple client relationships, drive project execution, and mentor staff to deliver exceptional client service and technical excellence. Hybrid or remote work options are available.