BGM · 1 month ago
Senior Tax Associate- Trust & Estate
United States
Full-time
Hybrid
Senior Level
$115K/yr - $130K/yr
5+ years expBGM offers a wide range of advisory, audit, accounting and tax services to meet business and personal needs. They are seeking an experienced Senior Trust & Estate Tax Accountant to prepare and review complex tax returns while providing proactive planning and advisory services.
ConsultingFinancial ServicesInsurance
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 and provide clear recommendations to clients and engagement teams
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
Qualification
Required
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
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
A proactive professional with a 'can-do' attitude and strong attention to detail
Someone who values client service excellence while supporting team development
Proactive, client-focused, and adaptable in a fast-paced environment
Preferred
Active CPA license preferred
Benefits
18 days paid time off, 8 paid holidays
Medical with HSA and FSA options, dental, and vision
401(k) with a generous company contribution, access to a personal financial planner, and both legal and life insurance
Get paid to give your time to the community
Whether you are studying for your CPA, or currently enrolled in higher education, we can help cover some of those expenses
Flexible Work Models . In-office, work-from-home, or hybrid, depending on position and location
Company
BGM
Since 1982, BGM has been fueled by an entrepreneurial spirit that matches the same passion for problem solving, innovation, and forward thinking displayed by our clients.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Daniel Boeckermann
Co-Founder, Chairman of the Board of Directors
Katie Frazier, CFP®
Wealth Partner, CCO and COO
Company data provided by crunchbase