BGM Group

• 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
• Respond to IRS and state tax authority notices and inquiries
• Identify client needs and opportunities for additional services
• Review work prepared by staff accountants and provide coaching, training, and feedback
• Collaborate with Partners and Managers on client strategies
• Stay current on legislative and regulatory changes affecting trust and estate taxation

Tax Senior Associate – Trust & Estate

IT Support

• Manage multiple client engagements simultaneously, ensuring project success.
• Lead audit teams, oversee workflow, and provide timely performance evaluations.
• Identify client needs and opportunities to recommend business and process improvements.
• Maintain strong communication with clients to manage expectations and ensure satisfaction.
• Partner with firm leadership on proposals, business development, and risk management.
• Recruit, train, and mentor staff, providing feedback and knowledge sharing.
• Build and nurture client relationships, serving as a trusted advisor.

Audit Manager

• Review and sign federal, state, and local individual income tax returns prepared by staff, ensuring accuracy and compliance with applicable laws.
• Manage the end-to-end tax preparation process for individual clients, including planning, execution, and final review.
• Provide guidance and mentorship to junior tax staff, fostering professional development and ensuring quality control.
• Conduct thorough tax planning and research to minimize client tax liabilities and identify tax-saving opportunities.
• Maintain up-to-date knowledge of tax laws and regulations, implementing changes as necessary to ensure compliance.
• Communicate effectively with clients to gather necessary information and provide updates on tax return status.
• Respond to inquiries from tax authorities and assist clients during audits or examinations.

Tax Senior Associate – Trust & Estate

Audit Manager

Senior Tax Manager – Individual Tax Review & Compliance