Estate & Trust Supervisor - CPA Career

This Estate & Trust Supervisor role at Boulay sits at the mid-senior level of a public accounting career path — typically one step below Manager — and is a strong opportunity for CPAs specializing in high-net-worth private client tax work.

Compensation: The $87K–$130K range is competitive for this specialization in a regional CPA firm setting, though Big 4 and large national firms may pay 10–20% more for equivalent experience. The addition of incentives and profit sharing is a meaningful differentiator at a regional firm.

Skills You'll Build:

• Deep expertise in estate, gift, and fiduciary income tax (Forms 706, 709, 1041) — a highly specialized and in-demand niche
• Client relationship management with HNW individuals and families
• Supervisory and project management skills, preparing you for a Manager promotion
• Fiduciary accounting, a rare and valued technical skill

Career Trajectory: This role is a natural stepping stone to Tax Manager, then Senior Manager/Director in estate planning practice. The specialization is defensible against automation due to its complexity, judgment-intensive nature, and relationship-driven work.

Green Flags: Flexible schedule, hybrid/remote option, tuition reimbursement, and parental leave signal a modern, employee-friendly culture for a regional firm. The emphasis on entrepreneurial mindset suggests room for initiative and advancement.

Consideration: No CPA requirement is explicitly stated in the posting — confirm whether licensure expectations exist before applying if you are not yet licensed.

We are currently looking for an Estate and Trust Supervisor to join our team!

Our Estate & Trust professionals work closely with individuals, families, fiduciaries, and beneficiaries in the administration of estates and trusts, including the analysis of related documents, preparation and review of tax returns, and fiduciary accounting. The team also consults with clients on strategies to minimize estate and gift taxes while helping them achieve their broader estate planning, charitable, and financial goals.

The Estate & Trust Supervisor is responsible for assisting clients with their estate, gift, trust, and related tax needs by performing a variety of advanced tax and accounting engagements. This role offers the opportunity to work on complex and meaningful client matters while managing multiple projects and client relationships simultaneously.

This is an excellent opportunity for a tax professional who enjoys building client relationships, solving complex tax issues, and making a meaningful impact on clients' long-term financial and legacy planning goals.

Responsibilities:

• Prepare and review complex estate, gift, trust, and fiduciary income tax returns.
• Perform and review fiduciary accounting and trust administration engagements.
• Research and resolve complex tax and estate planning matters.
• Serve as a primary point of contact for clients and manage ongoing relationships.
• Collaborate across departments to deliver comprehensive client solutions.
• Stay current on tax laws, professional standards, and industry trends.
• Manage budgets, billing, invoicing, scheduling, and engagement tracking.
• Maintain accurate time entries, CRM records, calendars, and CPE compliance.
• Communicate project status proactively and escalte issues as needed.
• Seek opportunities to contribute to new projects and support team initiatives.

Requirements:

• Bachelor's degree in Accounting, Finance, or a related field.
• 4+ years of tax experience, preferably focused on estate, gift, trust, and fiduciary taxation.
• Experience preparing and reviewing gift, estate, trust, and fiduciary income tax returns.
• Strong understanding of tax law, the Internal Revenue Code, and related tax…