Senior Tax Manager - Estate, Gift & Trust

Brady Martz; Minot (ND); Hybrid; USD 80,000 - 110,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) profit-sharing plan

Disability insurance

Flexible time-off program

Job summary

A leading accounting firm in North Dakota is seeking a Senior Manager for Transfer Tax Technical Research and Compliance. This role requires expertise in federal and state transfer tax laws and the ability to guide clients and internal teams on complex estate planning strategies. The ideal candidate will have over 5 years of relevant experience and will play a key role in mentoring junior staff. Benefits include comprehensive health insurance, a 401(k) plan, and a flexible time-off program.

Qualifications

• 5+ years of experience in tax law, focusing on transfer tax and fiduciary income tax.
• Licensed CPA preferred.
• Strong technology skills and the ability to meet deadlines.

Responsibilities

• Conduct comprehensive technical research on transfer tax issues.
• Prepare and review federal and state estate and gift tax returns.
• Mentor and train staff on estate and trust compliance.

Skills

Technical research

Communication skills

Teamwork

Innovative thinking

Education

Bachelor's Degree in accounting or related field

Tools

Accounting software

Job description

Open to onsite, hybrid, or remote working arrangement.

Senior Manager - Transfer Tax Technical Research and Compliance serves as a subject matter expert on federal and state transfer tax matters, including estate, gift, and generation‑skipping transfer (GST) taxes. This role is responsible for overseeing the technical accuracy, quality, and efficiency of complex transfer tax return engagements, providing in-depth research and guidance on sophisticated estate planning strategies, and supporting client service teams with technical expertise and training.

This position is ideal for an experienced tax professional with deep knowledge of transfer tax law, a passion for technical research, and the ability to translate complex concepts into practical guidance for clients and internal teams.

Responsibilities

• Conduct comprehensive technical research on federal and state transfer tax issues, including estate, gift, and GST taxation; prepare written analyses and planning recommendations.
• Conduct comprehensive research on income tax issues, including fiduciary income tax; prepare written analyses and planning recommendations.
• Review and interpret legal documents (wills, trust agreements, buy‑sell agreements) in the context of estate tax compliance and planning.
• Oversee the preparation, review, and filing of federal and state estate (Form 706) and gift (Form 709) tax returns.
• Serve as an internal resource, providing technical guidance and proactive recommendations on estate and trust matters.
• Mentor and train staff in estate and trust compliance and technical research.
• Monitor changes in estate and trust tax law and advise firm leadership on implications.
• Partner with accounting team, wealth solutions team and attorneys to design and implement estate planning, trust administration, and business succession strategies.

Requirements

• Bachelor’s Degree in accounting or related field required.
• 5+ years of experience in tax law, including transfer tax and fiduciary income tax, preferably in public accounting.
• Licensed CPA preferred.
• Strong technology skills.
• Ability to work on multiple projects and meet deadlines.
• Ability to communicate clearly in writing and verbally.
• Team player.
• Ability to think innovatively.

Benefits

Health insurance; dental insurance; vision insurance; an employer‑funded profit‑sharing plan with a 401(k) option (upon meeting eligibility requirements); group term life insurance; disability insurance; flexible spending accounts; and a flexible time‑off and paid leave program.

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Accounting/Auditing

Industries

IT Services and IT Consulting