Tax Supervisor | Estate and Trust

We are currently seeking a talented, enthusiastic Tax Supervisor to join our Estate and Trust Tax team.

The Estate and Trust Supervisor 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. This includes managing multiple projects and client relationships simultaneously. Delegation and supervisory responsibilities will occur with less experienced staff. This position may also involve working cross‑departmentally with other Boulay Departments to effectively accomplish projects and tasks.

With offices in Minnesota (Eden Prairie, Minneapolis, Mankato) 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.

• Preparing estate, gift and trust tax and informational returns
• Performing Trust accounting
• Managing Probate and Estate administration
• Managing light Real Estate administration
• Performing tax related services for clients including corporate, partnership, and individual tax returns
• Preparing tax computations, work papers and entries
• Identifying tax problems
• Researching technical issues
• Communicating with team members regarding the status of engagements and projects
• Working to develop better skills through reading, training seminars, CPE and accepting challenging engagements and projects
• Performing other tasks as necessary

• Bachelor's Degree in Accounting
• 5+ years of progressively challenging public accounting experience
• Specific estate and trust experience
• Previous experience with Tax Software programs
• Solid knowledge of Internal Revenue Code
• Ability to reason intelligently and use sound judgment
• Ability to organize work and projects, prioritize and meet deadlines
• Strong attention to details
• Ability to communicate effectively in both written and verbal capacities
• Strong interpersonal skills and team‑oriented
• Ability to learn new processes and information quickly

The annual salary range for this position is: $87,000 - $130,000. This salary range reflects the anticipated responsibilities and qualifications of a successful candidate for this role. Final compensation may vary depending upon an individual's experience, knowledge, and skills. Individuals may be eligible for additional compensation in the form of incentives, commissions, profit sharing, and more, depending on the role.

• 401(k)
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Tuition reimbursement
• Vision insurance
• Work from home

Boulay is committed to providing reasonable accommodation to all applicants. If you require any accommodation, contact Maria at