Tax Supervisor

Summary

Join Boulay's Estate and Trust Tax team as a Tax Supervisor. You will assist clients with internal accounting and estate, gift, and trust needs, managing multiple projects and client relationships. Supervisory responsibilities will include overseeing less experienced staff. This role may involve cross-departmental collaboration. Boulay offers a diverse work environment with flexible work options across various locations. The company prioritizes employee growth and work-life balance. This unique opportunity allows for professional advancement and a fulfilling career.

Requirements

• Bachelor's Degree in Accounting
• 5+ years of progressively challenging public accounting experience
• Specific estate and trust experience
• 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