Estate Specialist/Tax Accountant

4 days ago


Minneapolis, Minnesota, United States IDR Healthcare Full time

We are seeking a highly skilled Estate Specialist/Tax Accountant to join our team at IDR Healthcare. As a key member of our organization, you will play a critical role in providing exceptional tax services to our clients.

Key Responsibilities:

  • Prepare and submit Federal and State fiduciary income tax and gift returns
  • Handle trust accountings, including conservatorship and estate accountings, for submission to the relevant court
  • Prepare tax returns for foundations, such as 990PFs, and manage the application process for exemption recognition (Form 1023)
  • Stay up-to-date on changes and developments in tax laws
  • Prepare probate documents and related paperwork

Requirements:

  • Experience filing 1041 forms
  • Experience using a Documentation Management System
  • Proficiency in Excel
  • Prior experience in a client-facing role
  • CPA certification is preferred


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