Estate and Trust Supervisor

Job Summary

To support a growing practice, the full-time Estate and Trust Supervisor will manage complex estate, gift, trust, and fiduciary tax matters while building client relationships and ensuring compliance with tax laws in a remote environment.

Key responsibilities

• Prepare and review complex estate, gift, trust, and fiduciary income tax returns
• Serve as a primary point of contact for clients, managing ongoing relationships and providing comprehensive solutions
• Research and resolve complex tax and estate planning matters while collaborating across departments

Required qualifications

• Bachelor's degree in Accounting, Finance, or a related field
• 4+ years of tax experience, preferably in estate, gift, trust, and fiduciary taxation
• Experience preparing and reviewing gift, estate, trust, and fiduciary income tax returns
• Strong understanding of tax law and related compliance concepts
• Proficiency with tax, accounting, and Microsoft Office applications