Tax Senior Associate- Trust & Estate
About The Position
At BGM, we are dedicated to delivering high-quality client service while fostering a collaborative, supportive team environment. We value innovation, professional growth, and long-term client relationships. We are seeking an experienced Senior Trust & Estate Tax Accountant to join our growing tax team. This role is responsible for preparing and reviewing complex fiduciary, estate, gift, and high-net-worth individual tax returns while providing proactive planning and advisory services. The Senior Accountant will work closely with Partners and Managers, mentor staff, and serve as a trusted technical resource for trust and estate engagements.
Requirements
- 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.
Nice To Haves
- Active CPA license preferred.
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.
Benefits
- 18 days paid time off
- 8 paid holidays
- Medical with HSA and FSA options
- Dental
- Vision
- 401(k) with a generous company contribution
- Access to a personal financial planner
- Legal insurance
- Life insurance
- Paid time to give back to the community
- Assistance with educational expenses (CPA studies or higher education enrollment)
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
Associate degree
