Trust & Estate Specialist

2 weeks ago


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

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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