Tax, Trusts & Estates Associate

We are currently seeking a talented and driven professional to join our Estates and Trusts team!

The Estate and Trust Senior Associate is responsible for assisting our clients with their internal accounting and estate, gift, and trust needs by performing a variety of more advanced accounting and tax assignments.

With offices in Minnesota (Eden Prairie, Minneapolis, Mankato) and Florida (Naples) and a remote workforce in 20+ different states, Boulay offers a diverse work environment that empowers you to work where you want and how you want. Together, we strive to help you achieve your professional goals while allowing you the flexibility to reach your personal milestones.

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...

Responsibilities

• Provide legal advice and guidance on a wide range of tax and trust planning matters.
• Collaborate with senior associates and partners to manage client relationships and deliver exceptional client service.
• Conduct legal research and analysis to support the preparation of legal documents, including wills, trusts, and estate planning documents.
• Participate in meetings with clients to review and discuss legal matters related to tax, trusts, and estates.
• Manage and maintain accurate case files and legal documentation.
• Participate in the development and delivery of training programs related to tax, trust, and estate matters.
• Keep abreast of legal developments and changes in tax and estate laws and regulations.

Requirements

• Juris Doctorate degree from an accredited law school.
• Active license to practice law in the state
• At least 3+...

Responsibilities

• Provide legal advice and guidance on a wide range of tax and trust planning matters.
• Collaborate with senior associates and partners to manage client relationships and deliver exceptional client service.
• Conduct legal research and analysis to support the preparation of legal documents, including wills, trusts, and estate planning documents.
• Participate in meetings with clients to review and discuss legal matters related to tax, trusts, and estates.
• Manage and maintain accurate case files and legal documentation.
• Participate in the development and delivery of training programs related to tax, trust, and estate matters.
• Keep abreast of legal developments and changes in tax and estate laws and regulations.

Requirements

• Juris Doctorate degree from an accredited law school.
• Active license to practice law in the state
• At least 3+...

Responsibilities

• Provide legal advice and guidance on a wide range of tax and trust planning matters.
• Collaborate with senior associates and partners to manage client relationships and deliver exceptional client service.
• Conduct legal research and analysis to support the preparation of legal documents, including wills, trusts, and estate planning documents.
• Participate in meetings with clients to review and discuss legal matters related to tax, trusts, and estates.
• Manage and maintain accurate case files and legal documentation.
• Participate in the development and delivery of training programs related to tax, trust, and estate matters.
• Keep abreast of legal developments and changes in tax and estate laws and regulations.

Requirements

• Juris Doctorate degree from an accredited law school.
• Active license to practice law in the state
• At least 3+...

Responsibilities

• Provide legal advice and guidance on a wide range of tax and trust planning matters.
• Collaborate with senior associates and partners to manage client relationships and deliver exceptional client service.
• Conduct legal research and analysis to support the preparation of legal documents, including wills, trusts, and estate planning documents.
• Participate in meetings with clients to review and discuss legal matters related to tax, trusts, and estates.
• Manage and maintain accurate case files and legal documentation.
• Participate in the development and delivery of training programs related to tax, trust, and estate matters.
• Keep abreast of legal developments and changes in tax and estate laws and regulations.

Requirements

• Juris Doctorate degree from an accredited law school.
• Active license to practice law in the state
• At least 3+...