Estate Tax Specialist

5 days ago


Minneapolis, Minnesota, United States IDR Healthcare Full time
Estate Specialist/Tax Accountant

IDR Healthcare is seeking a skilled Estate Specialist/Tax Accountant to join our team. As a key member of our organization, you will play a vital role in providing tax expertise to our clients.

Key Responsibilities:
  • Prepare and submit Federal and State fiduciary income tax and gift returns.
  • Manage trust accountings, including conservatorship and estate accountings, for submission to the relevant authorities.
  • Prepare tax returns for foundations, such as 990PFs, and oversee 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.
Required Skills:
  • Experience filing 1041 forms.
  • Proficiency in using a Documentation Management System.
  • Advanced Excel skills.
  • Prior experience in a client-facing role.
  • CPA certification is preferred.


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