Estate and Trust Supervisor

Overview

This position supports clients with estate, gift, trust, and fiduciary tax and accounting needs, including analysis of related documents, preparation and review of tax returns, fiduciary accounting, and advisory support related to estate planning and tax strategy.

The Estate and Trust Supervisor manages multiple projects and client relationships while handling advanced tax and accounting engagements involving estates, gifts, trusts, and related fiduciary matters.

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 client 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.
• Seek opportunities to contribute to new projects and support team initiatives.

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.
• Proven ability to analyze complex client information, solve problems creatively, and develop practical tax solutions.
• Ability to delegate, supervise, and review the work of less experienced team members.
• Highly detail-oriented with strong organizational skills, adaptability, and the ability to learn new processes and concepts quickly.
• Demonstrated ability to manage multiple priorities, exercise sound judgment, and handle confidential information with professionalism and discretion.
• Strong interpersonal, written, and verbal communication skills, with the ability to work effectively independently and collaboratively.

Preferred Qualifications

• Not specified.

Compensation & Benefits

• Annual salary range: $87,000 - $130,000.
• Final compensation may vary based on experience, knowledge, and skills.
• Additional compensation may be available in the form of incentives, commissions, profit sharing, and more, depending on the role.
• Benefits may include:
  • 401(k)
  • Dental insurance
  • Disability insurance
  • Employee assistance program
  • Flexible schedule
  • Health insurance
  • Life insurance
  • Paid time off
  • Parental leave
  • Tuition reimbursement
  • Vision insurance
  • Work from home

Location

Hybrid (or remote, as applicable).