Tax Supervisor

The Opportunity:

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 and 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.

Qualifications:

• 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., ProSystem fx, UltraTax) 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 Jalen@thewrightstaffingsource.work

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