Estate and Trust Supervisor
B
BoulayEstate and trust taxation
Workable workplace: remote; Workable remote: TrueFull-TimeManager
SalaryThe annual salary range for this position is: $87,000 - $130,000.
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Job Details
- Experience
- 4+ years of tax experience
- Required Skills
- Microsoft OfficeCRM
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 compliance and planning concepts.
- Proficiency with tax, accounting, and Microsoft Office applications.
- Ability to analyze complex client information, solve problems, and develop practical tax solutions.
- Ability to delegate, supervise, and review the work of less experienced team members.
- Ability to manage multiple priorities, exercise sound judgment, and handle confidential information professionally.
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 escalate issues as needed.
- Contribute to new projects and support team initiatives.
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