Tax Senior Associate – Trust & Estate
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Job Description
Senior Tax Associate at BGM CPA handling complex fiduciary, estate, and gift tax returns. Collaborating with partners to provide planning and advisory services to clients in multiple industries.
Responsibilities:
- Prepare and review complex fiduciary (Form 1041), estate (Form 706), gift (Form 709), and individual income tax returns
- Provide proactive trust and estate tax planning, including income and wealth transfer strategies
- Research complex federal and state tax issues
- Respond to IRS and state tax authority notices and inquiries
- Identify client needs and opportunities for additional services
- Review work prepared by staff accountants and provide coaching, training, and feedback
- Collaborate with Partners and Managers on client strategies
- Stay current on legislative and regulatory changes affecting trust and estate taxation
Requirements:
- Bachelor’s degree in accounting (or equivalent work experience)
- Minimum 5–8+ years of public accounting experience, with a strong emphasis on trust, estate, gift, and high-net-worth individual taxation
- Active CPA license preferred
- Strong technical knowledge of fiduciary income tax, estate and gift tax
- Experience reviewing complex tax returns and mentoring junior staff
- Excellent communication, analytical, and organizational skills
- Ability to manage multiple priorities and deadlines
- Proficiency with Microsoft Office Suite and tax preparation software
Benefits:
- 18 days paid time off
- 8 paid holidays
- Health Benefits
- Medical with HSA and FSA options
- Dental and vision
- 401(k) with a generous company contribution
- Access to a personal financial planner
- Legal and life insurance
- Educational Benefits for CPA studies
- Flexible Work Models
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