Minnesota Licensed Estate Manager
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Job Summary
To support a growing practice, the full-time Minnesota Licensed Estate Manager will lead client engagements related to estate, gift, and trust taxation, oversee fiduciary accounting, and manage multiple client relationships while working remotely.
Key responsibilities
- Oversee and review complex estate, gift, trust, and fiduciary income tax engagements
- Serve as a trusted advisor on complex tax, estate planning, and trust matters
- Manage multiple client relationships and ensure exceptional client service and project execution
Required qualifications
- Bachelor's degree in Accounting, Finance, or a related field
- 6+ years of experience in estate, gift, trust, and fiduciary taxation
- CPA, EA, or J.D. certification
- Strong understanding of tax law and related compliance concepts
- Proficiency with tax, accounting, and Microsoft Office applications
Complete Job Description
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