Supervisor (Tax) - Trust & Estate

Join our team and experience a collaborative and enriching work environment. With an emphasis on continuous technical training and the development of essential skills, we prioritize your success by providing the tools and resources needed to thrive in the world of public accounting!

Job Summary:

The Supervisor (Tax) - Trust & Estate will support our firm's high-net-worth clients in managing their tax affairs related to trusts, estates, and individual income taxes. Assists in projects as required by Managers, Directors, and Partners. Meets client’s needs and concerns. Promotes teamwork and works as team member. Prepares correspondence accurately and in a timely manner.

Essential Functions: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the job requirements. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Tax Preparation and Financial Reporting

• Assumes substantial responsibility for compiled, reviewed or audit and tax engagements.
• Possesses critical thinking for problem solving and effectively communicates solutions to problems.
• Provides meaningful recommendations for clients, if applicable.
• Stays current on accounting and tax law matters.
  
  

Client Relationship Management

• Provides meaningful recommendations for clients, if applicable.
• Drafts clear written documentation.
• Provides a high level of professional service and quality.
• Addresses any and all concerns of clients in a timely manner.
• Utilizes firm resources in providing “full service” to our clients.
• Participates in networking functions.

Supervisory Functions

• Delegates assignments and monitors progress of work.
• Reviews work of associates and senior associates.
• Provides feedback and direction.
• Motivates the team to maintain high standards of productivity and quality.
• Provides on-the-job training to ensure high level of skills of the team.
• Problem solves any issues with productivity or skill.
• Provides onboarding functions for new associates to ensure knowledge and skills are developed.
• Alerts manager about any infraction of a standard of conduct or performance issue and ensures a high level of staff morale and productivity.

Administrative Tasks

• Works independently with a minimum of supervision.
• Follows all policies and procedures established by firm.
• Enters time daily to ensure current and accurate tracking of hours.
• Assigns hours to each client to ensure accurate billing.
• Follows safety rules according to firm Injury and Illness Prevention Program (IIPP).
  
  

Marginal Functions

• Accepts special projects as assigned

Job Requirements: To perform this job successfully, the individual must possess the following education, licenses and certifications, experience, and skills.

Education

• Minimum Education required: Bachelor’s degree.

Licenses and Certifications

• CPA Certification required.
• Must possess and maintain a valid driver's license to travel to client locations.

Experience

Minimum Experience required: 4+ years of experience in public accounting

Technical Skills

• High level understanding of accounting theory and accounting practices.
• High level understanding of the rules, regulations, and code of conduct.
• High level familiarity with pertinent IRC (Internal Revenue Code) sections and regulations.
• High proficiency in the preparation of corporate, individual, partnership and other tax returns prepared by the Firm.
• High organizational skills with excellent attention to detail.
• High ability to work under pressure, multi-task and meet deadlines.
• High level of PC skills, including Microsoft Windows and Office applications.
• High level of abilities with various accounting systems.

Interpersonal Skills

• High level of enthusiasm to work collaboratively in a team environment to meet and exceed expectations for internal and external clients.
• Self-motivated, adaptable, able to work with minimal direction in a high-pressure environment.
• Works independently and is self-motivated to complete tasks and assignments with a minimum amount of supervision and is flexible to accept tasks and projects.
• Upholds the professional standards of conduct for respectful behavior and demonstrates a high degree of personal integrity.
• Ability to use independent judgment in determining procedures and processes.
• Ability to work with all levels of management and non-management staff.

What we offer:

• Competitive compensation
• Unlimited PTO for qualified employees!
• Generous health and welfare benefits
• Focus on work/life balance
• Flexible schedules
• Opportunity to work with a friendly and supportive team
• Strong mentoring program with a focus on the success of each team member

The compensation for this position ranges from $79,000 - $115,000. Actual compensation will be dependent upon the individual’s qualifications, experience, skills, licensure, and certifications.