Tax Manager (Estate, Gift, Trust)

Redpath and Company; Saint Paul (MN); On-site; USD 105,000 - 140,000; Full time

Benefits offered by this job

Medical, Dental, and Vision plans

HSA and FSA

Voluntary Long-Term Disability

Company paid Short-Term Disability

Paid parenting leave

401k plan with company match after 6 n

Job summary

Redpath and Company is seeking a Manager on our Estate, Gifts, and Trusts team in Saint Paul, MN. You will prepare and review complex fiduciary, estate, and gift tax returns, conduct tax research, and identify planning opportunities for clients.

The successful candidate will have a Bachelor's in Accounting, an active CPA license, at least 5 years of public accounting experience in Estate, Gift & Trust Tax, and the ability to travel on-site to clients as needed.

Qualifications

• Bachelor’s Degree in Accounting required.
• Active CPA license required.
• 5+ years of public accounting experience in Estate, Gift & Trust Tax.
• Ability to travel on-site to clients as needed.

Responsibilities

• Preparing and reviewing complex fiduciary, estate, and gift tax returns, including Form 1041, Form 706, and Form 709.
• Performing and overseeing complex tax research related to estate, gift, fiduciary income, and GST tax matters.
• Identifying tax planning opportunities and recommending trust and wealth-transfer strategies.
• Reviewing complex tax calculations, elections, disclosures, and supporting documentation.
• Supervising, mentoring, and reviewing the work of associates and senior-level team members.
• Serving clients as a trusted resource on estate, trust, and gift tax matters.

Skills

Estate, Gift & Trust Tax

Education

Bachelor’s Degree in Accounting

Active CPA license

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Partner Full Time Saint Paul, MN, US

Salary Range: $105,000.00 To $140,000.00 Annually

Why Redpath?

At Redpath, you’ll be valued for who you are and supported in where you’re going. We’ve created a culture rooted in trust, teamwork, and genuine relationships, where caring is at the core of how we treat each other and our clients. You’ll do meaningful work here with people who bring a positive, solution-focused mindset to every challenge. Our team is proactive in all we do, taking initiative, clearing roadblocks, and staying ahead for our clients and each other. Here, your voice matters, your growth is a priority, and your work drives real impact. We’re driven to improve, grow, and deliver excellence together, personally and professionally. This isn’t just a job. It’s a place to build a career and a community.

As a Manager on our Estate, Gifts, and Trusts team, your role includes:

• Preparing and reviewing complex fiduciary, estate, and gift tax returns, including Form 1041 (U.S. Income Tax Return for Estates and Trusts), Form 706 (U.S. Estate Tax Return), and Form 709 (U.S. Gift and Generation-Skipping Transfer Tax Return)
• Performing and overseeing complex tax research related to estate, gift, fiduciary income, and GST tax matters
• Identifying tax planning opportunities and recommending appropriate trust and wealth-transfer strategies based on client circumstances
• Reviewing complex tax calculations, elections, disclosures, and supporting documentation associated with Forms 1041, 706, and 709
• Supervising, mentoring, and reviewing the work of associates and senior-level team members
• Serving clients as a trusted resource on estate, trust, and gift tax matters

The successful candidate must have:

• Bachelor’s Degree in Accounting
• Active CPA license
• 5+ years of public accounting experience in Estate, Gift & Trust Tax
• Ability to manage and mentor staff
• Advanced technical knowledge of tax concepts and the ability to apply these services to various client situations
• Ability to travel on-site to clients as needed

Who is Redpath and Company?

• Caring - We show genuine care for our clients and colleagues through meaningful relationships, collaboration, and a constant commitment to adding value in everything we do.
• Proactive - We take initiative, resolve potential obstacles, and are intentional with solutions provided to stay ahead of challenges and opportunities for our clients.
• Positive - We cultivate a solution-oriented culture that embraces change, encourages collaboration, and thrives in the face of challenges.
• Driven - We maintain an unwavering focus on excellence, consistently improving and delivering beyond expectations across all our projects.

Redpath and Company helps clients make more informed decisions that contribute to their financial well-being by providing proactive, innovative, and value-driven CPA and advisory services for closely-held businesses, private equity, government entities, and nonprofit organizations. Core commercial industries served include manufacturing and distribution; construction, real estate, and engineering; and technology.

Areas of service expertise include audit and assurance; personal, business, and international tax; state and local tax; sales and use tax; and succession and estate planning. Redpath also guides clients throughout the entire business life cycle with performance optimization and process improvement; M&A advisory, including corporate and deal strategy, due diligence (financial, tax, operations, and IT), financial modeling, and M&A integration; accounting and management outsourcing; and valuations.

The firm was founded in 1971. With offices located in St. Paul and White Bear Lake, Minnesota, the firm ranks as one of the top CPA and advisory firms in Minnesota.

Redpath is a member of HLB International, a global network of independent advisory and accounting firms. For more information, visit www.redpathcpas.com .

Redpath and Company offers a comprehensive benefit package, including:

• Medical, Dental, and Vision plans
• HSA and FSA
• Voluntary Long-Term Disability
• Company paid Short-Term Disability
• Paid parenting leave
• 401k plan with company match after 6 months of service

Redpath and Company is an equal opportunity employer, and we use E-Verify to confirm the identity and employment eligibility of all new hires.