Build a Career Fit for Your Life

We are currently seeking a talented and driven professional to join our Estates and Trusts team! The Estate and Trust Manager is responsible for assisting our clients with their internal accounting and estate, gift, and trust needs by performing a variety of more advanced accounting and tax assignments. This includes managing multiple projects and client relationships simultaneously. Tasks are typically conducted with little to no supervision but under the review of a Partner or directly from the client. Delegation and supervisory responsibilities will occur with less experienced staff. This position may also involve working cross-departmentally with other Boulay Departments to effectively accomplish projects and tasks.

Responsibilities

• Working knowledge of the preparation of trust and estate income tax returns
• Working knowledge of the preparation of gift tax returns
• Working knowledge of the preparation of estate tax returns
• Review trust accounting

• Review trust and estate income tax returns
• Review gift tax returns
• Review estate tax returns
• Oversee the drafting of estate plans
• Oversee probate and estate administration

• Oversee the filing of probate documents with the court
• Oversee the complete process of managing all tasks regarding client work
• Anticipate, detect, and correct inaccuracies, conflicts, or other issues within projects
• Research technical issues

Requirements

• Bachelors Degree in Accounting, Finance, or related field

• 6+ years of applicable experience
• CPA, JD, or LLM and/or equivalent licensure
• Specific estate and trust experience
• Tax preparation and review experience (specifically with gift, estate, and trust and estate income tax)
• Solid track record of career achievements and work quality

• Strong computer skills and proficiency in various accounting and other software, including Microsoft Office Suite
• Strong knowledge of Internal Revenue Code, tax law, and tax processes
• Supervisory experience
• Strong desire to help the client and provide quality services
• Ability to creatively solve problems and analyze client data
• Public accounting or professional services experience
• Proficiency with accounting software programs: ProSystemsFx Tax, CaseWare, XCM, Maconomy, Quickbooks, and T-Value
• Proficiency with estate and trust software programs: EstateVal and Estate Planning Tools

Benefits

• 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