Trust and Estate Tax Specialist

2 weeks ago


Minneapolis, Minnesota, United States ADAMS & MARTIN GROUP Full time
Job Description

Adams & Martin Group is seeking a highly skilled Trust & Estate Tax Associate to join our team.

Key Responsibilities:

  • 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.
  • 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 applications 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.

Requirements:

  • 3+ years of firm experience in Trust & Estates and Tax.
  • Licensed in MN.
  • CPA or enrolled agent preferred.

Equal Employment Opportunity:

Adams & Martin Group is an equal opportunity employer and welcomes applications from diverse candidates. 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.



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