Tax Senior Associate- Trust & Estate

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 an