Copeland Buhl · 5 days ago
Senior Accountant- Trust, Estate, and Gift Tax
Plymouth,MN,US
Full-time
Onsite
Senior LevelCopeland Buhl is looking to add a Senior Accountant to their High Net Worth market segment. This role involves organizing and driving client deliverables, ensuring compliance, and collaborating with a team to support clients in managing and growing generational wealth.
ConsultingLegal
Responsibilities
Draft and/or review Trust (1041), Estate (706), and Gift (709) tax returns
Collaborate cross-departmentally to gather information and resolve client matters
Communicate effectively with Trustees and Beneficiaries as needed
Research tax laws and offer support on technical tax issues
Work collaboratively in a team environment with all levels including partners
Share technical expertise to support the firm and clients
Qualification
Required
Bachelor's degree in accounting
Trust, estate, and/or gift tax experience
Proven ability to meet firm standards for chargeable hours and realization
Experience serving as a Staff Accountant or in a similar role
Proficient with Microsoft Office Suite
Preferred
Either Certified Public Accountant (CPA) or Enrolled Agent (EA)
Experience with Individual (1040) and Partnership (1065) tax returns
CCH Axcess Suite experience
Benefits
Additional earned time off available
401(k) with company match
Medical with company contribution to HSA
Firm provided and tracked CPE
Company
Copeland Buhl
Welcome to Copeland Buhl. We're your firm for life. At Copeland Buhl, we’re your enduring partner in growth.
Founded in 1971
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Allison Stevens
Partner
Andrew Graf
Partner
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