Tax Senior Associate- Trust & Estate

BGMgroup; BLOOMINGTON (MN); Hybrid; USD 110,000 - 140,000; Full time

Benefits offered by this job

PTO 18 days

Holidays 8

Health benefits

401(k) plan

Educational support

Flexible work model

Job summary

BGM is seeking an experienced Senior Trust & Estate Tax Accountant in Minnesota to prepare and review fiduciary, estate, gift, and high-net-worth individual tax returns while providing proactive planning and advisory services.

The role involves mentoring staff, collaborating with Partners and Managers, and serving as a trusted technical resource on trust and estate engagements. Strong communication and organizational skills are essential.

Qualifications

• Bachelor's degree in accounting or equivalent work experience.
• 5–8+ years public accounting experience in trust, estate, gift, and high-net-worth taxation.
• Active CPA license preferred.
• Strong knowledge of fiduciary income tax, estate and gift tax planning.

Responsibilities

• Prepare and review fiduciary Form 1041, estate Form 706, gift Form 709, and individual returns.
• Provide proactive trust and estate tax planning and advisory services.
• Research federal/state tax issues and provide clear client recommendations.
• Respond to IRS/state notices and inquiries.
• Identify client needs and opportunities for additional planning or advisory services.
• Review staff work and provide coaching and training.
• Collaborate with Partners and Managers on technical issues and client strategies.
• Maintain strong client relationships through clear communication and advisory services.
• Stay current on tax law changes affecting trust and estate taxation.

Skills

Communication

Analytical

Organization

Multitasking

Education

Bachelor's degree in accounting

Tools

Microsoft Office

Tax preparation software

Job description

BGM offers entrepreneurs, business owners, organizations, and individuals a wide range of advisory, audit, accounting and tax services to meet business and personal needs.

We don't just solve problems, we anticipate needs. We don't just provide ideas, we provide insight. And we don't just look at the bottom line, we look for opportunities. We work with our clients to create innovative solutions to help grow their business, achieve their goals, and realize their passion. We service a wide variety of industries including agriculture, healthcare, cannabis, professional services and more!

Primary Purpose:

At BGM, we are dedicated to delivering high-quality client service while fostering a collaborative, supportive team environment. We value innovation, professional growth, and long-term client relationships.

We are seeking an experienced Senior Trust & Estate Tax Accountant to join our growing tax team. This role is responsible for preparing and reviewing complex fiduciary, estate, gift, and high-net-worth individual tax returns while providing proactive planning and advisory services. The Senior Accountant will work closely with Partners and Managers, mentor staff, and serve as a trusted technical resource for trust and estate engagements.

Responsibilities include but are not limited to:

• 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.

Preferred Skills & 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.

What You'll Love About Us

• Make an Impact. We care about your individuality by giving you freedom to grow and create within the company, regardless of your position.
• Rest and Relaxation. 18 days paid time off, 8 paid holidays,
• Health Benefits. Medical with HSA and FSA options, dental, and vision.
• Prepare for the Future. 401(k) with a generous company contribution, access to a personal financial planner, and both legal and life insurance.
• Give back. Get paid to give your time to the community: ask us about this!
• Educational Benefits. Whether you are studying for your CPA, or currently enrolled in higher education, we can help cover some of those expenses.
• Flexible Work Models. In-office, work-from-home, or hybrid, depending on position and location.

We understand that not everyone brings 100% of the skills and experience for the role. At BGM We are focused on building a diverse and inclusive workforce and offer opportunities to those with a variety of workplace experiences and background. We are excited to learn more about you.

BGM is proud to be an equal opportunity employer. We realize the key to creating a company with a strong culture and employee experience comes from who we hire and creating a workplace that celebrates everyone. It is our policy to extend equal opportunity in employment to all individuals without discrimination on the basis of race, color, religion, age, sex, national origin, disability, military service, protected veteran status, genetic information, sexual orientation, gender identity, or any other characteristic protected by federal, state or local law.