Tax Supervisor

We are seeking a detail-oriented and experienced Tax Supervisor with a specialized focus on trusts and estates. This hands‑on role requires a CPA designation and a strong foundation in trust and estate taxation, compliance, and planning. The ideal candidate will bring both technical expertise and leadership skills to support our high‑net‑worth clients and mentor junior staff.

Key Responsibilities:

• Tax Compliance:
  Prepare and review trust, estate, and gift tax returns (Forms 1041, 706, and 709), ensuring accuracy and compliance with federal and state tax laws.
• Tax Planning:
  Assist in developing and implementing strategic tax planning opportunities for trusts, estates, and high‑net‑worth individuals.
• Research & Analysis:
  Conduct in-depth research on complex trust and estate tax issues, providing clear and actionable recommendations to clients.
• Client Interaction:
  Serve as a key contact for clients, trustees, and beneficiaries, delivering exceptional service and proactive communication.
• Collaboration:
  
  Work closely with attorneys, wealth advisors, and other professionals to address clients' trust and estate needs comprehensively.
• Team Leadership:
  Supervise and mentor junior staff, providing guidance and training to enhance their technical and professional development.
• Quality Assurance:
  Ensure all deliverables meet high standards of accuracy, professionalism, and timeliness.
• Process Improvement:
  Identify opportunities to streamline workflows and improve efficiency in the tax preparation and review processes.

Education:

Bachelors degree in Accounting, Finance, or a related field (Masters in Taxation preferred).

Certification: CPA license is required.

• Experience:
  • 3+ years of experience in tax, with a focus on trust and estate taxation.
  • Experience in public accounting or a specialized tax advisory firm is highly desirable.
• Technical Expertise:
  • Proficiency in tax software (e.g., Pro System FX, Ultra Tax) and accounting tools.
  • Strong understanding of federal and state trust and estate tax laws and regulations.
• Soft Skills:
  • Excellent organizational and analytical skills with a strong attention to detail.
  • Outstanding communication and interpersonal abilities, with a client‑first approach.
  • Proven ability to manage multiple priorities and meet deadlines in a fast‑paced environment.

How to Apply:

Apply directly to this ad by submitting your application on this page, or send your resume, cover letter, and additional information to (Use the "Apply for this Job" box below).

Be sure to include the job title and location in the subject line for immediate consideration.