Tax Senior Associate- Trust & Estate

About the role

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

• 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.

Requirements

• 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.

Benefits

• Freedom to grow and create within the company, regardless of your position (Make an Impact)
• 18 days paid time off, 8 paid holidays (Rest and Relaxation)
• Health Benefits: Medical with HSA and FSA options, dental, and vision
• 401(k) with a generous company contribution (Prepare for the Future)
• Access to a personal financial planner
• Both legal and life insurance
• Get paid to give your time to the community (Give back)
• Educational Benefits: assistance with CPA study or higher education expenses
• Flexible Work Models: In-office, work-from-home, or hybrid, depending on position and location