Trust and Estate Tax Specialist
4 weeks ago
About the Role:
Adams & Martin Group is seeking a highly skilled Trust & Estate Tax Associate to join our team. As a key member of our team, 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.
Key Responsibilities:
- 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.
Requirements:
We are looking for a highly skilled and experienced professional with a strong background in trust and estate tax. A CPA or enrolled agent certification is preferred. You must be licensed in MN and have excellent communication and organizational skills.
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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Trust and Estate Tax Specialist
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