Tax Senior Associate- Trust & Estate

Tax Senior Associate – Trust & Estate

Join BGM as an experienced Senior Trust & Estate Tax Accountant. BGM provides advisory, audit and tax services to entrepreneurs, business owners and individuals.

Deliver high‑quality client service while fostering a collaborative, supportive team environment.

• 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 and provide clear recommendations.
• Respond to IRS and state tax authority notices and inquiries.
• Identify client needs and opportunities for additional planning or advisory services.
• Review work prepared by staff accountants and provide coaching, training, and feedback.
• Collaborate with Partners and Managers on technical issues and client strategies.
• Build and maintain strong client relationships through clear communication and trusted advisory services.
• Stay current on legislative and regulatory changes impacting trust and estate taxation.

• 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, and related planning strategies.
• Experience reviewing complex tax returns and mentoring junior staff.
• Excellent communication, analytical and organizational skills.
• Ability to manage multiple priorities and deadlines in a fast‑paced environment.
• Proficiency with Microsoft Office Suite and tax preparation software.
• Proactive professional with a “can‑do” attitude and strong attention to detail.
• Client‑service excellence and team development focus.

• 18 days paid time off, 8 paid holidays.
• Medical with HSA and FSA options, dental, and vision.
• 401(k) with generous company contribution, personal financial planner and insurance.
• Community giving program.
• Educational benefits for CPA or higher education.
• Flexible work models: in‑office, work‑from‑home, hybrid.

BGM is an equal‑opportunity employer. We celebrate diversity and inclusion. Employment is protected against discrimination on the basis of race, color, religion, age, sex, national origin, disability, military service, veteran status, genetic information, sexual orientation, gender identity, or any other characteristic protected by federal, state or local law.

Location:

Minneapolis, MN. Salary range: $68,000–$75,000.