Tax Supervisor

Title: Tax Supervisor - (Trusts/Estates)

Classification: Full-Time, Exempt

Location/

Work Schedule:

Ridgefield, CT (Hybrid) - 3 days on site, 2 days remote

Compensation: 110K-140K + bonus

Benefits: Full Coverage:
Medical/Dental/Vision, 401K, life insurance, PTO etc.

* No agency or recruiter submissions - direct applicants only*

Excellent opportunity to be part of an independent, successful, family-oriented Professional Services Firm that provides a healthy work/life balance, flexibility, and career growth. Due to expansion and promotions, we are hiring for a Tax Supervisor - Trusts & Estates to our team in Ridgefield. We have been named a Top Workplace by Hearst Media Group and received several awards/recognitions:
Accounting Today, Top Firms:
New England, Inside Public Accounting Top 400 Firms, Best of Accounting Award! With offices in Ridgefield and New Canaan CT, Reynolds + Rowella provides accounting and advisory services to individuals and businesses. We’re proud to be one of the few independent regional accounting firms in Fairfield County—offering the expertise and reach of a large firm with the personal touch of a close-knit team.

Why work with Reynolds + Rowella?

We offer:

• Healthy Work/Life Balance – Hybrid Work Schedules
• Reasonable Work Hours during Tax Season
• Rewarding Working Culture – team building and volunteer events, employee-led committees
• Coaching/Mentorship Programs for our staff
• Competitive Compensation + bonuses
• 401(k) savings plan with company match
• Strong Comprehensive Benefits:
  Medical, Dental, Vision, Voluntary/Company Paid
• Life Insurance, short/long-term disability insurance, Medical FSA and Dependent Care
• Generous PTO Program + Paid Holiday Schedule
• Tuition/CPA exam & study materials reimbursement, including paid weekly study time
• Summer Flex Time/Hours – off Fridays
• Dress for your day policy

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, 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 at any given time
• Complete assignments within timeline and budget
• Become Primary contact for trust/estate clients, as well with individual and business
• Keep ‘client team’ apprised of any client contact to avoid duplicate requests
• Provide guidance/feedback to Associates/Sn. Associates - encouraging development
• Work directly with high-net-worth individuals, family groups, advisors on Trust and Estate matters - providing tax compliance, planning, and estate planning services
• Provide high level personal financial and Estate planning services
• Assist staff with correcting complex errors on tax forms
• 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/tax experience with a focus and exposure to trusts and…