Bachelor's degree in accounting or Master's degree in accounting/taxation
Minimum 7 years of accounting and tax experience focused on trusts and estates
Required experience with trust and estate returns
Exposure to varied income tax filings including S-Corp and partnerships is beneficial
Understanding of confidentiality in handling client information
Ability to work overtime during peak tax season (January - April 15)
Strong multi-tasking capabilities to manage complex workloads
Responsibilities
Prepare complex fiduciary income tax returns and other tax documents with minimal supervision
Conduct technical reviews of Trust, Estate, and individual/business tax returns
Assist in developing estate and trust planning strategies
Research tax issues for accuracy and compliance with tax laws
Manage daily client workflows and multiple engagements effectively
Serve as the primary contact for clients on trust/estate and individual/business matters
Guide and mentor Associates and Senior Associates in their professional development
Benefits
Flexible work hours during off-peak seasons
Mentorship and professional development opportunities
Direct interaction with high-net-worth clients and their financial advisors
Dynamic work environment with diverse client engagements
Potential for performance bonuses
Full Job Description
Title: Tax Supervisor (Trusts/Estates)
Classification: Full-Time, Exempt
Reports to: Tax Manager
Comp: 110-130K (DOE) + bonuses
*No agency or recruiter submissions - direct applicants only*
Summary of Position:
The Tax Supervisor - Trusts/Estates - will play a key role in our Trust & Estate practice, supporting high-net-worth individuals and families. This role will be responsible and focused on day-to-day tax preparation and review for trust and estate engagements, while contributing to interaction for individual and business tax. They will oversee complex tax activities/clients, while managing multiple tax engagements, delivering quality income tax services for our diverse client case.
Essential Functions:
Prepare complex fiduciary income tax returns, gift, estate, and various other tax returns (corporate, partnership, individual tax planning) with no direct supervision
Technical review of Trust, Estate, Private Foundation returns, and individual/business tax returns/planning
Assist with estate and trust planning strategies
Conduct appropriate and applicable research regarding tax issues to ensure accuracy and implementation of specific tax law and provide guidance to clients and/or suggest alternatives
Manage daily client workflow and multiple client projects
Complete assignments within timeline and budget
Become Primary contact for trust/estate, individual, business clients
Provide guidance/feedback to Associates and Senior Associates and encourage their development
Work directly with high-net-worth individuals, family groups, advisors on Trust and Estate matters - providing tax compliance, tax planning, Estate planning services
Provide high level personal financial and Estate planning services
Assist staff with correcting complex errors on tax forms
Remain familiar with IRS and state tax agencies to address inquiries
Form "Trusted Advisor" relationship with clients, primary specialty-area focused
Communicate with clients regarding status of projects
Minimum Qualifications
Bachelor's degree in accounting or Master's degree in accounting or taxation or related field
Minimum 7 year's accounting and tax experience with a focus and exposure to trusts and estates
Experience with trusts, estate returns is required
Experience with variety of income tax filings; trust, individual, S-Corp/Partnership a plus
Understanding of and sensitivity to confidential information
Ability to meet time constraints and client deadlines
Ability to work overtime from January - April 15 (may be in excess of 55 hours per week). Occasional overtime work required throughout the year.
Ability to multi-task and manage a complex workload to meet reporting deadlines
