Estate and Trust Manager

Boulay • Eden Prairie, MN

3d

About The Position

The Estate and Trust Manager leads client engagements related to estate, gift, and trust taxation, fiduciary accounting, and estate administration. The role manages a portfolio of client relationships, oversees complex tax and consulting engagements, and serves as a trusted advisor to individuals, families, fiduciaries, and beneficiaries. The manager oversees multiple projects while ensuring exceptional client service and technical excellence.

Boulay’s Estate & Trust professionals work closely with individuals, families, fiduciaries, and beneficiaries in administering estates and trusts. Their work includes analyzing related documents, preparing and reviewing tax returns, and performing fiduciary accounting. The team also advises clients on strategies to minimize estate and gift taxes while supporting their broader estate-planning, charitable, and financial goals. This is an opportunity for a tax professional interested in building client relationships, solving complex tax issues, and contributing to clients’ long-term financial and legacy-planning goals.

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field.
• At least 6 years of experience in estate, gift, trust, and fiduciary taxation, including preparing and reviewing complex tax returns and related engagements.
• CPA, EA, or J.D.
• Strong understanding of tax law, the Internal Revenue Code, and related tax compliance and planning concepts.
• Proficiency with tax, accounting, and Microsoft Office applications.
• Ability to analyze complex client information, solve problems creatively, and develop practical tax solutions.
• Demonstrated ability to manage client relationships, lead engagements, and oversee multiple priorities simultaneously.
• Ability to mentor, delegate, supervise, and review the work of less experienced team members.

Responsibilities

• Oversee and review complex estate, gift, trust, and fiduciary income tax engagements.
• Review fiduciary accounting and trust administration engagements.
• Serve as a trusted advisor on complex tax, estate-planning, and trust matters.
• Manage multiple client relationships and serve as a primary point of contact.
• Oversee engagement budgets, billing, scheduling, and overall project execution.
• Anticipate, identify, and resolve technical, operational, and client service issues.
• Collaborate across departments to deliver comprehensive client solutions.
• Lead, mentor, and develop staff through delegation, coaching, and performance feedback.
• Foster team accountability, engagement, and professional growth.
• Stay current on tax laws, professional standards, and industry trends.
• Maintain accurate time entries, CRM records, calendars, and CPE compliance.
• Contribute to business development, recruiting efforts, and strategic firm initiatives.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• 401(k)
• Flexible schedules
• Hybrid or remote work environment, as applicable
• Paid time away
• Disability insurance
• Employee assistance program
• Life insurance
• Parental leave
• Tuition reimbursement
• Work from home
• Potential additional compensation, including incentives, commissions, and profit sharing, depending on the role

What This Job Offers

• Job Type: Full-time
• Career Level: Manager