Tax Manager (Estate, Gift, Trust)

Redpath and Company, Ltd • Saint Paul, MN

7d • $105,000 - $140,000

About The Position

As a Manager on Redpath and Company’s Estate, Gifts, and Trusts team, you will prepare and review complex fiduciary, estate, and gift tax returns, conduct and oversee tax research, identify tax-planning opportunities, and advise clients on trust and wealth-transfer strategies. You will review tax calculations, elections, disclosures, and supporting documentation; supervise and mentor associates and senior-level team members; and serve as a trusted resource to clients on estate, trust, and gift tax matters. The role may require travel to client sites as needed.

Requirements

• Bachelor’s degree in Accounting.
• Active CPA license.
• 5+ years of public accounting experience in Estate, Gift & Trust Tax.
• Ability to manage and mentor staff.
• Advanced technical knowledge of tax concepts and ability to apply tax services to various client situations.
• Ability to travel on-site to clients as needed.

Responsibilities

• Prepare and review complex fiduciary, estate, and gift tax returns, including Forms 1041, 706, and 709.
• Perform and oversee complex tax research involving estate, gift, fiduciary income, and generation-skipping transfer tax matters.
• Identify tax-planning opportunities and recommend appropriate trust and wealth-transfer strategies based on client circumstances.
• Review complex tax calculations, elections, disclosures, and supporting documentation associated with Forms 1041, 706, and 709.
• Supervise, mentor, and review the work of associates and senior-level team members.
• Serve clients as a trusted resource on estate, trust, and gift tax matters.

Benefits

• Medical, dental, and vision plans.
• HSA and FSA.
• Voluntary long-term disability.
• Company-paid short-term disability.
• Paid parenting leave.
• 401(k) plan with company match after 6 months of service.

What This Job Offers

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