Estate Planning Tax Specialist

7 days ago


Minneapolis, Minnesota, United States Adams & Martin Group Full time
Job Overview

We are seeking an experienced Estate Planning Tax Specialist to join our team at Adams & Martin Group.

Compensation

The estimated salary for this position is $80,000 - $110,000 per year, depending on experience.

Responsibilities

As an Estate Planning Tax Specialist, you will be responsible for:

  • Preparing federal and state fiduciary income tax returns, including individual and partnership tax returns, partnership accounting, and calculating individual estimated tax payments and liquidity estimates;
  • Preparing federal and state estate and gift tax returns;
  • Preparing trust accountings, including conservatorship and estate accountings to be filed with the appropriate court;
  • Preparing foundation tax returns, including 990PFs and application for recognition of exemption (Form 1023);
  • Staying current on relevant tax law developments and changes;
  • Preparing probate and related papers;
  • Gathering and arranging for valuation of decedents' assets;
  • Overseeing fiduciary accounting and bookkeeping.
Requirements

To be considered for this position, you must have:

  • A minimum of 3 years of experience in trust and estates and tax;
  • Licensure in MN or willingness to obtain licensure;
  • Certification as a CPA or enrolled agent is preferred but not required.
About Us

Adams & Martin Group is an equal opportunity employer. We consider all qualified applicants 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 are committed to providing a fair and inclusive work environment that values diversity and promotes equity.



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