Tax Supervisor, Estate and Trust

Summary

Join our Estate and Trust Tax team as a talented Tax Supervisor, assisting clients with internal accounting and estate needs, managing projects, and working cross-departmentally. With offices in Minnesota and Florida, and a remote workforce, Boulay offers a diverse work environment that empowers you to work where you want and how you want.

Requirements

• Bachelor's Degree in Accounting
• 5+ years of progressively challenging public accounting experience
• Specific estate and trust experience
• CPA, JD, or LLM
• Previous experience with Tax Software programs
• Solid knowledge of Internal Revenue Code
• Ability to reason intelligently and use sound judgment
• Ability to organize work and projects, prioritize and meet deadlines
• Strong attention to details
• Ability to communicate effectively in both written and verbal capacities
• Strong interpersonal skills and team-oriented
• Ability to learn new processes and information quickly

Responsibilities

• Preparing estate, gift and trust tax and informational returns
• Perform Trust accounting
• Manage Probate and Estate administration
• Manage light Real Estate administration
• Performing tax related services for clients including corporate, partnership, and individual tax returns
• Preparing tax computations, workpapers and entries
• Identify tax problems
• Researching technical issues
• Communicating with team members as to the status of engagements/projects
• Working to develop better skills through reading, training seminars, CPE and accepting challenging engagements/projects
• Performing other tasks as necessary

Benefits

• 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