Senior Trust & Estate Tax Advisor

Boeckermann Grafstrom & Mayer; BLOOMINGTON (MN); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health benefits

401(k) with company contribution

Education benefits

Flexible work models

Job summary

Boeckermann Grafstrom & Mayer (BGM) seeks a Senior Trust & Estate Tax Accountant to prepare and review fiduciary, estate, gift, and individual tax returns while providing proactive planning. You will mentor staff and work with partners on complex engagements in a collaborative tax team environment.

The role emphasizes strong fiduciary tax knowledge, client advisory skills, and the ability to manage multiple deadlines in a dynamic firm setting with hybrid work options.

Qualifications

• 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.
• A proactive professional with a “can-do” attitude and strong attention to detail.
• Someone who values client service excellence while supporting team development.
• Proactive, client-focused, and adaptable in a fast-paced environment.

Responsibilities

• 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 clear 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 clear communication and trusted advisory services.
• Stay current on legislative and regulatory changes impacting trust and estate taxation.

Skills

Trust & estate tax knowledge

Public accounting experience

Mentoring junior staff

Communication skills

Analytical skills

Organizational skills

Detail-oriented

Proactive attitude

Education

Bachelor’s degree in accounting

Tools

Microsoft Office Suite

Tax preparation software

Job description

Boeckermann Grafstrom & Mayer (BGM) seeks a Senior Trust & Estate Tax Accountant to prepare and review fiduciary, estate, gift, and individual tax returns while providing proactive planning. You will mentor staff and work with partners on complex engagements in a collaborative tax team environment.

The role emphasizes strong fiduciary tax knowledge, client advisory skills, and the ability to manage multiple deadlines in a dynamic firm setting with hybrid work options.