Tax Supervisor | Estate and Trust

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Requirements:

• Bachelor's Degree in Accounting.
• 5+ years of progressively challenging public accounting experience.
• Specific estate and trust experience.
• CPA, JD, or LLM required.
• Previous experience with Tax Software programs.
• Solid knowledge of Internal Revenue Code.
• Ability to reason intelligently and use sound judgment.
• Strong organizational skills to prioritize and meet deadlines.
• Attention to details.
• Effective communication skills in both written and verbal capacities.
• Strong interpersonal skills and team-oriented.
• Ability to learn new processes and information quickly.

Responsibilities:

• Preparing estate, gift and trust tax and informational returns.
• Performing Trust accounting.
• Managing Probate and Estate administration.
• Managing light Real Estate administration.
• Providing tax-related services for clients including corporate, partnership, and individual tax returns.
• Preparing tax computations, workpapers, and entries.
• Identifying tax problems and researching technical issues.
• Communicating with team members regarding engagement/project status.
• Developing skills through reading, training seminars, and accepting challenging engagements.
• Performing other tasks as necessary.