Boeckermann Grafstrom & Mayer
Tax Senior Associate- Trust & Estate
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Job Description
- Req#: 232
Employer Industry: Accounting and Tax Services
Why consider this job opportunity:
- Opportunity for career advancement and growth within the organization
- 18 days paid time off and 8 paid holidays
- Health benefits including medical, dental, and vision with HSA and FSA options
- 401(k) with a generous company contribution and access to a personal financial planner
- Flexible work models: in-office, work-from-home, or hybrid options available
- Supportive and collaborative work environment that values innovation and professional growth
What to Expect (Job Responsibilities):
- Prepare and review complex fiduciary, estate, gift, 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
- Review work prepared by staff accountants and provide coaching, training, and feedback
- Build and maintain strong client relationships through clear communication and trusted advisory services
What is Required (Qualifications):
- Bachelor’s degree in accounting or equivalent work experience
- Minimum 5–8+ years of public accounting experience with a focus 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
- Excellent communication, analytical, and organizational skills
- Proficiency with Microsoft Office Suite and tax preparation software
How to Stand Out (Preferred Qualifications):
- Active CPA license
- Experience reviewing complex tax returns and mentoring junior staff
- A proactive professional with a “can-do” attitude and strong attention to detail
- Someone who values client service excellence while supporting team development
#Accounting #TaxServices #CareerOpportunity #FlexibleWork #ClientServiceExcellence
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We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.About the company
Boeckermann Grafstrom & Mayer (BGM) is a firm of entrepreneurial and proactive CPAs and Advisors providing auditing, accounting, tax and advisory services.
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