Tax Manager (Estate, Gift, Trust)
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, including Forms 1041, 706, and 709. You will perform and oversee complex tax research, identify tax-planning opportunities, and recommend trust and wealth-transfer strategies suited to client circumstances. The role also involves reviewing tax calculations, elections, disclosures, and supporting documentation; supervising and mentoring associates and senior-level team members; and serving as a trusted resource to clients on estate, trust, and gift tax matters. Travel to client sites may be required as needed. Redpath and Company is a CPA and advisory firm serving closely held businesses, private equity, government entities, and nonprofit organizations. Its service areas include audit and assurance, tax, succession and estate planning, business performance improvement, M&A advisory, outsourcing, and valuations. Founded in 1971, the firm has offices in St. Paul and White Bear Lake, Minnesota, and is a member of HLB International.
Requirements
- Bachelor’s degree in Accounting.
- Active CPA license.
- At least 5 years of public accounting experience in Estate, Gift & Trust Tax.
- Ability to manage and mentor staff.
- Advanced technical knowledge of tax concepts and the ability to apply tax services to varied 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 related to estate, gift, fiduciary income, and generation-skipping transfer tax matters.
- Identify tax-planning opportunities and recommend 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.
- Travel on-site to clients as needed.
Benefits
- Medical, dental, and vision plans.
- Health Savings Account (HSA) and Flexible Spending Account (FSA).
- Voluntary long-term disability.
- Company-paid short-term disability.
- Paid parenting leave.
- 401(k) plan with company match after 6 months of service.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
