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Estate & Trust Associate - Hybrid or Remote

Boulay PLLP
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This position is flexible with a start date and being in-person, hybrid or remote. We are currently seeking a talented and enthusiastic individual to join our Estate and Trust Department. Our Estate and Trust team works with clients in administration of estates and trusts, including analysis of related documents, preparation and review of tax returns, and fiduciary accounting.

 

As an Associate, you will gain general and specialized tax exposure and perform tax-related research projects. Prepare various types of trust, gift, estate, and individual tax returns. Assist in managing estate administration and complete special projects as assigned. We offer you the opportunity to grow professionally with diverse projects, in-house training programs, professional seminars, direct Partner mentorship and career advancement.

 

We want to help you build a career fit for your life. 

 

If you are looking for a unique opportunity to continue advancing professionally, bring a fresh perspective, and ensure a balance between personal and professional ambitions, Boulay may be the right fit for you. 

 

Responsibilities

  • Prepare trust and estate income tax returns
  • Prepare gift tax returns
  • Prepare estate tax returns
  • Prepare fiduciary accountings
  • Assist with initial preparation of client files
  • Assist in researching technical issues

 

Qualifications and/or Experience

  • Bachelor’s degree in accounting or related field with 150 credit hours
  • 0-3 years of estate and trust experience
  • Minimum 3.0 GPA and a solid track record of academic achievements
  • Proficient in Microsoft Excel, Word and Outlook
  • Familiarity with Internal Revenue Code, tax law, and tax processes
  • Familiarity with accounting software and workflow programs: CCH Axcess Tax, CaseWare, Workstream, and Maconomy.
  • Ability to be flexible to changing circumstances and client needs
  • Exemplary communication and organizational skills
  • Strong desire to learn and develop professionally
  • Desire to be a team player

Boulay Offers

  • Boulay Buddy Program
  • Primary Advisor
  • Paid Holidays, PTO & Personal time
  • Mentorship Programs
  • Training & Development Programs
  • Open Doors at All Levels
  • Extensive Benefit Offerings
  • Employee Appreciation Activities