Olsen Thielen & Co., LTD
  • Roseville, MN, USA
  • Full Time

Traditional benefits; 401K, Free parking, CPA Reimbursement, Alternative Work Arrangement


Twin Cities' based, Olsen Thielen, a progressive 100-year-old company located in Roseville, MN with an office in Eden Prairie, is currently seeking an Estate and Trust Tax Manager.  If you are ready to advance your career and join an incredible team, this opportunity is perfect for you!

Our firm has a long-standing reputation built on our guiding principles of integrity, independence, continued improvement, and professional excellence.  We take great pride in our people and focus on recruiting and retaining the best staff possible.  Our people are our greatest asset, and we work hard with each employee, to fully realize their potential.  Olsen Thielen will provide you with training, coaching, and the professional development necessary to succeed.  If you want to partner with a firm that will work with you to grow and excel in your career, Olsen Thielen is the place for you! 

Essential Functions: 

  1. Prepares moderately complex fiduciary income tax returns and demonstrates the potential to prepare complex tax returns. Recognizes, anticipates and resolves tax issues; makes recommendations
  1. Prepares moderately complex estate (form 706) and gift (form 709) returns.
  1. Prepares amended returns, tax projections.
  1. Develops the ability to review basic and moderately complex tax returns.
  1. Ability to review and interpret trust documents and wills to effectively assist Trustee's/Executor's administer trusts/estates.
  1. Performs tax research and assists in special tax projects.
  1. Demonstrates a working knowledge of various tax programs and tax software (CCH, Engagement, BNA, RIA, EstateVal, Number Cruncher, Tvalue, e.g.)
  1. Provides work direction to staff.
  1. Demonstrates a referral network starting to develop. Attentive and sensitive to marketing the firm's services.
  1. Demonstrates ability to take on more specified assignments to develop in-charge responsibilities.
  1. Reviews tax information supplied by client; works with confidential client matters and may meet with or call client with questions.

Other Functions:

Tax staff should be familiar with IRS Circular 230 Regulations Governing the Practice of Attorneys, Certified Public Accountants, Actuaries and Enrolled Agents Before the IRS and the AICPA Professional Code of Conduct.  It is the individual responsibility of every employee to maintain a current awareness and understanding of and to fully comply with Olsen Thielen's code of ethics, independence rules and quality control practices. 

Estate and Trust Job Requirements 

  1. Bachelor's Degree in accounting preferred or equivalent work experience.
  1. 3 - 5 years of tax preparation experience preferably working with trusts and estates.
  1. Working knowledge of tax preparation, research, planning and strong knowledge of the tax code and regulations.
  1. Excellent human relations, communication (oral and written) skills.

 

Olsen Thielen is an Equal Opportunity Employer

Olsen Thielen & Co., LTD
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