Tax Senior Manager - Gift, Trust & Estate Tax

Location: Minneapolis, MN. Work Arrangement: In‑office or Hybrid.

Responsibilities

• Review gift, estate, and fiduciary tax returns.
• Work with staff to ensure returns are completed correctly by required deadlines and under firm processes.
• Coach and mentor staff.
• Interpret and review various legal documents related to estate and business succession planning.
• Assist clients with varying levels of estate‑planning knowledge.
• Analyze the tax situation of individuals and their estates from multiple angles to maximize tax benefits.
• Implement planning processes to create plans based on cash‑flow projections, income distribution, business succession, estate preservation, and estate‑plan flow.
• Manage client relationships internally and externally by proactively seeking solutions that add value to the client experience.
• Participate in business development activities.
• Collaborate with the firm’s Wealth Transition Services team on various projects.

Qualifications

• Bachelor’s degree in Accounting.
• Active CPA license or Enrolled Agent (EA) certification.
• 7+ years of experience in public accounting or a related field, focusing on individual clients and corporate trust companies.
• Expertise in transfer tax and estate planning.
• Experience with flow‑through entities and private foundations.
• Excellent verbal and written communication skills; ability to interact with clients at all income levels and present to groups on wealth‑transition topics.
• Proven ability to manage multiple priorities and meet deadlines.
• Experience developing business and networking.
• Authorization to work in the United States now or in the future without visa sponsorship.

Compensation

Salary range: $145,000 – $174,000 annually. Final compensation decisions depend on geography, experience, education, skills, and internal equity.

Benefits

• Generous paid time off.
• Comprehensive medical, dental, and vision insurance.
• 401(k) profit sharing.
• Life and disability insurance.
• Lifestyle spending account.
• Certification incentives.
• Education assistance.
• Referral program.