Zen EducateLoretto
We are looking for full-time school paraprofessionals, wanting to start in the next four weeks, to work with K-12 special education students across the Minneapolis-Saint Paul metropolitan area.As a special education paraprofessional, you will support licensed teachers with academic adaptations, self...
Platinum Supplemental InsuranceSaint Paul
If you’re exploring sales careers, you already know sales is the way to get ahead.You can sell just about anywhere, but the key is knowing how to spot the right opportunity.Have you ever noticed that the most successful sales people receive superior support from the companies they work with?
A robus...
Platinum Supplemental InsuranceMinneapolis
If you’re exploring sales careers, you already know sales is the way to get ahead.You can sell just about anywhere, but the key is knowing how to spot the right opportunity.Have you ever noticed that the most successful sales people receive superior support from the companies they work with?
A robus...
Schwan'sBurnsville
If you are interested in building your career in a growing company with popular retail brands such as .Red Baron®, Tony's®, and Freschetta® pizza; Mrs.Smith's® and Edwards® desserts; and Pagoda® Asian-style snacks.Health, Dental, Vision, and Life Insurance and 401K with Company Match.Company uniform...
Augsburg UniversityMinneapolis, 14 mi from Eden Prairie
Job Description
Summary of Position
The Senior Research Program Manager is responsible for performing prospect development functions in support of major and principal gift fundraising along with Augsburg’s grants program. This position executes...
BoulayEden Prairie
We are currently seeking a talented, enthusiastic individual to join our Wealth Management Team in our Eden Prairie, MN office. Are you an adaptable individual who enjoys a fast-paced environment that looks different daily? You could be the person...
MindlanceMaplewood (MN), 19 mi from Eden Prairie
scientific research/ understanding, applied technology, and product or process innovations. Worker will maintain a flow of major technical contributions such as material/product/process innovations and understandings and will document and communicate...
Meet MinneapolisMinneapolis, 14 mi from Eden Prairie
and seminars relating to Meet Minneapolis and the local visitor economy.
• Provides cooperative leadership for the organization’s strategic planning and goal setting processes.
• Develops and manages the annual market research budget, including management...
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Tax Manager | Estate and Trust
Boulay | Eden Prairie | Full-time | apply.workable.com |
We are currently seeking a talented, enthusiastic Tax Manager to join our Estate and Trust Tax team.
The Estate and Trust Manager is responsible for assisting our clients with their internal accounting and estate, gift, and trust needs by performing a variety of more advanced accounting and tax assignments. This includes managing multiple projects and client relationships simultaneously.
Tasks are typically conducted with little to no supervision but under the review of a Partner or directly from the client. Delegation and supervisory responsibilities will occur with less experienced staff. This position may also involve working cross-departmentally with other Boulay Departments to effectively accomplish projects and tasks.
With offices in Minnesota (Eden Prairie, Minneapolis, Mankato) and Florida (Naples) and a remote workforce in 25+ different states, Boulay offers a diverse work environment that empowers you to work where you want and how you want. Together, we strive to help you achieve your professional goals while allowing you the flexibility to reach your personal milestones.
Genuine, inclusive, meaningful relationships are the cornerstone of our culture and the key to our firm’s success.
If you are looking for a unique opportunity to continue advancing professionally, bring fresh perspective, and ensure a balance between personal and professional ambitions, Boulay may be the right fit for you.
Requirements
Essential Functions and Responsibilities: To perform this job, an individual must be able to perform each essential function and responsibility satisfactorily, with or without reasonable accommodation.
• Working knowledge of the preparation of trust and estate income tax returns
• Working knowledge of the preparation of gift tax returns
• Working knowledge of the preparation of estate tax returns
• Review trust accounting
• Review trust and estate income tax returns
• Review gift tax returns
• Review estate tax returns
• Oversee the drafting of estate plans
• Oversee probate and estate administration
• Oversee the filing of probate documents with the court
• Oversee light real-estate administration
• Oversee the complete process of managing all tasks regarding client work
• Anticipate, detect, and correct inaccuracies, conflicts, or other issues within projects
• Research technical issues
• Initiate and manage client communication with staff or Partner
• Collaborate cross-departmentally to gather information and resolve client matters
Qualifications and/or Experience: The requirements listed below are representative of the knowledge, skills and/or abilities required to perform the essential functions of this role successfully.
Required:
• Bachelor’s Degree in Accounting, Finance, or related field
• 6+ years of applicable experience
• CPA, JD, or LLM
• Specific estate and trust experience
• Tax preparation and review experience (specifically with gift, estate, and trust and estate income tax)
• Solid track record of career achievements and work quality
• Strong computer skills and proficiency in various accounting and other software, including Microsoft Office Suite
• Strong knowledge of Internal Revenue Code, tax law, and tax processes
• Supervisory experience
• Strong desire to help the client and provide quality services
Benefits
• 401(k)
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Tuition reimbursement
• Vision insurance
• Work from home
The Estate and Trust Manager is responsible for assisting our clients with their internal accounting and estate, gift, and trust needs by performing a variety of more advanced accounting and tax assignments. This includes managing multiple projects and client relationships simultaneously.
Tasks are typically conducted with little to no supervision but under the review of a Partner or directly from the client. Delegation and supervisory responsibilities will occur with less experienced staff. This position may also involve working cross-departmentally with other Boulay Departments to effectively accomplish projects and tasks.
With offices in Minnesota (Eden Prairie, Minneapolis, Mankato) and Florida (Naples) and a remote workforce in 25+ different states, Boulay offers a diverse work environment that empowers you to work where you want and how you want. Together, we strive to help you achieve your professional goals while allowing you the flexibility to reach your personal milestones.
Genuine, inclusive, meaningful relationships are the cornerstone of our culture and the key to our firm’s success.
If you are looking for a unique opportunity to continue advancing professionally, bring fresh perspective, and ensure a balance between personal and professional ambitions, Boulay may be the right fit for you.
Requirements
Essential Functions and Responsibilities: To perform this job, an individual must be able to perform each essential function and responsibility satisfactorily, with or without reasonable accommodation.
• Working knowledge of the preparation of trust and estate income tax returns
• Working knowledge of the preparation of gift tax returns
• Working knowledge of the preparation of estate tax returns
• Review trust accounting
• Review trust and estate income tax returns
• Review gift tax returns
• Review estate tax returns
• Oversee the drafting of estate plans
• Oversee probate and estate administration
• Oversee the filing of probate documents with the court
• Oversee light real-estate administration
• Oversee the complete process of managing all tasks regarding client work
• Anticipate, detect, and correct inaccuracies, conflicts, or other issues within projects
• Research technical issues
• Initiate and manage client communication with staff or Partner
• Collaborate cross-departmentally to gather information and resolve client matters
Qualifications and/or Experience: The requirements listed below are representative of the knowledge, skills and/or abilities required to perform the essential functions of this role successfully.
Required:
• Bachelor’s Degree in Accounting, Finance, or related field
• 6+ years of applicable experience
• CPA, JD, or LLM
• Specific estate and trust experience
• Tax preparation and review experience (specifically with gift, estate, and trust and estate income tax)
• Solid track record of career achievements and work quality
• Strong computer skills and proficiency in various accounting and other software, including Microsoft Office Suite
• Strong knowledge of Internal Revenue Code, tax law, and tax processes
• Supervisory experience
• Strong desire to help the client and provide quality services
Benefits
• 401(k)
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Tuition reimbursement
• Vision insurance
• Work from home
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