Estate & Trust Senior Associate job opportunity at Boulay.

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Date2026-04-27T16:51:37.145Z bot
Boulay Estate & Trust Senior Associate
Experience: 2-years
Pattern: Full-time
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degreeAssociate
loacation Eden Prairie, United States
loacation Eden Prairie....United States
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We are currently seeking a Senior Associate to join our Estate & Trust team! The Senior Associate is responsible for assisting our clients with their internal accounting and estate, gift, and trust needs by performing a variety of advanced accounting and tax assignments. Tasks are conducted under limited direct supervision but under the review of Supervisor, Manager, or Partner.  This position may also involve working cross-departmentally with other Boulay Departments to effectively accomplish projects and tasks. 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 fresh perspective, and ensure a balance between personal and professional ambitions, Boulay may be the right fit for you. Essential Functions and Responsibilities: Prepare complex trust and estate income, gift, and estate tax returns Perform trust accounting  Review basic trust and estate income tax returns  Assist with drafting estate plans  Assist with probate and estate administration  Assist with the filing of probate documents with the court  Assist with light real-estate administration  Assist with initial preparation of client files   Demonstrate proficiency with software, time management, and communication, while maintaining professionalism and adhering to Firm standards and ethical guidelines Complete other duties, tasks, or special projects as assigned  Required: Bachelor’s Degree in Accounting, Finance, or related field  2+ years of applicable experience   Strong computer skills and proficiency in various accounting and other software, including Microsoft Office Suite   Knowledge of Internal Revenue Code, tax law, and tax processes Demonstrates adaptability, strong attention to detail, and the ability to quickly learn new processes, apply accounting concepts, and handle sensitive information with discretion. Excels in independent work and collaboration, with strong interpersonal skills, sound judgment, and the ability to communicate effectively in both written and verbal English while managing multiple priorities. Preferred:    Previous estate and trust experience  Previous tax preparation experience CPA licensure or actively working towards it  Familiarity with accounting software programs: ProSystemsFx Tax, CaseWare, XCM, Maconomy, Quickbooks, and T-Value   Familiarity with estate and trust software programs: EstateVal and Estate Planning Tools 

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