Trust & Estate Specialist
2 weeks ago
Tax and Fiduciary Services Associate
Adams & Martin Group seeks a skilled Tax and Fiduciary Services 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 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
- Minimum of 3-5 year Associate with experience in Trust & Estates and Tax.
- Licensed in MN.
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