Trust & Estate Tax Associate

1 month ago


Minneapolis, United States Adams & Martin Group Full time

Adams & Martin Group is looking for an Associate with 3 plus years of firm experience in Trust & Estates and Tax. Must be licensed in MN.

Duties:

Prepare Federal and State fiduciary income tax returns including individual and partnership tax returns, partnership accounting, and calculating individual estimated tax payments and liquidity estimates. CPA or enrolled agent preferred.
Prepare Federal and State estate and gift tax returns.
Prepare trust accountings including conservatorship and estate accountings to be filed with the appropriate court.
Prepare foundation tax returns, including 990PFs and application for recognition of exemption (Form 1023).
Remain current on relevant tax law developments and changes.
Prepare probate and related papers.
Gather and arrange for valuation of decedents' assets.
Oversee fiduciary accounting and bookkeeping.


Desired Skills and Experience

Adams & Martin Group is looking for a minimum of 3-5 year Associate with experience in Trust & Estates and Tax. Must be licensed in MN.

Duties:

Prepare Federal and State fiduciary income tax returns including individual and partnership tax returns, partnership accounting, and calculating individual estimated tax payments and liquidity estimates. CPA or enrolled agent preferred.
Prepare Federal and State estate and gift tax returns.
Prepare trust accountings including conservatorship and estate accountings to be filed with the appropriate court.
Prepare foundation tax returns, including 990PFs and application for recognition of exemption (Form 1023).
Remain current on relevant tax law developments and changes.
Prepare probate and related papers.
Gather and arrange for valuation of decedents' assets.
Oversee fiduciary accounting and bookkeeping.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.



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