Boulay is hiring a
Tax Supervisor | Estate and Trust

Summary

Boulay is hiring a Tax Supervisor to join their Estate and Trust Tax team. The Tax Supervisor will assist clients with advanced accounting and tax assignments, manage projects and client relationships, and potentially work cross-departmentally. Boulay offers a flexible work environment and empowers employees to achieve personal and professional goals.

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

Responsibilities

• Preparing estate, gift and trust tax and informational returns
• Perform Trust accounting
• Manage Probate and Estate administration
• Managing light Real Estate administration
• Performing tax related services for clients including corporate, partnership, and individual tax returns
• Preparing tax computations, workpapers and entries
• Identifying 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

Preferred Qualifications

• 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

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