Senior · Regional
BGM · Hybrid
Apply on BGM's site →Goes straight to the employer's own hiring page. We never sit in between.
Prepare and review complex fiduciary estate gift and high net worth individual tax returns and provide planning advice.
Worth knowing: Public accounting experience 5, 8+ years preferred
“Whether you are studying for your CPA, or currently enrolled in higher education, we can help cover some of those expenses.”
bgmgroup Job title: Tax Senior Associate- Trust & Estate Location: Compensation: $115,000-$130,000 BGM offers entrepreneurs, business owners, organizations, and individuals a wide range of advisory, audit, accounting and tax services to meet business and personal needs. We don’t just solve problems, we anticipate needs. We don’t just provide ideas, we provide insight. And we don’t just look at the bottom line, we look for opportunities. We work with our clients to create innovative solutions to help grow their business, achieve their goals, and realize their passion. We service a wide variety of industries including agriculture, healthcare, cannabis, professional services and more! Primary Purpose: 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. Responsibilities include but are not limited to: 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. Preferred Skills & Qualifications: Bachelor’s degree in accounting (or equivalent work experience).
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