Tax Supervisor

About us:

At HR Talent Partners, we focus on matching outstanding professionals with organizations that prioritize excellence. By leveraging our expertise in industry trends and offering a tailored approach, we aim to support businesses in creating strong, dynamic teams while helping individuals grow and succeed in their careers.

The Opportunity:

We are seeking a detail-oriented and experienced Tax Supervisor with a specialized focus on trusts and estates. This hands-on role requires a CPA designation and a strong foundation in trust and estate taxation, compliance, and planning. The ideal candidate will bring both technical expertise and leadership skills to support our high-net-worth clients and mentor junior staff.

Key Responsibilities:

• Tax Compliance: Prepare and review trust, estate, and gift tax returns (Forms 1041, 706, and 709), ensuring accuracy and compliance with federal and state tax laws.
• Tax Planning: Assist in developing and implementing strategic tax planning opportunities for trusts, estates, and high-net-worth individuals.
• Research and Analysis: Conduct in-depth research on complex trust and estate tax issues, providing clear and actionable recommendations to clients.
• Client Interaction: Serve as a key contact for clients, trustees, and beneficiaries, delivering exceptional service and proactive communication.
• Collaboration: Work closely with attorneys, wealth advisors, and other professionals to address clients' trust and estate needs comprehensively.
• Team Leadership: Supervise and mentor junior staff, providing guidance and training to enhance their technical and professional development.
• Quality Assurance: Ensure all deliverables meet high standards of accuracy, professionalism, and timeliness.
• Process Improvement: Identify opportunities to streamline workflows and improve efficiency in the tax preparation and review processes.

Qualifications:

• Education: Bachelors degree in Accounting, Finance, or a related field (Masters in Taxation preferred).
• Certification: CPA license is required.
• Experience:
  • 3+ years of experience in tax, with a focus on trust and estate taxation.
  • Experience in public accounting or a specialized tax advisory firm is highly desirable.
• Technical Expertise:
  • Proficiency in tax software (e.g., ProSystem fx, UltraTax) and accounting tools.
  • Strong understanding of federal and state trust and estate tax laws and regulations.
• Soft Skills:
  • Excellent organizational and analytical skills with a strong attention to detail.
  • Outstanding communication and interpersonal abilities, with a client-first approach.
  • Proven ability to manage multiple priorities and meet deadlines in a fast-paced environment.

How to Apply:
Apply directly to this ad by submitting your application on this page, or send your resume, cover letter, and additional information to [email protected]

Be sure to include the job title and location in the subject line for immediate consideration.

Learn more about HR Talent Partners:
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• $50K Life Insurance
  
• Busy season meals
  
• Cash bonus upon acquiring CPA license
  
• Company-sponsored social events
  
• Company trip with required CPE courses for all license holders
  
• Competitive 401K package
  
• Comprehensive medical package with dental and vision coverage
  
• Extensive training
  
• EZ Tag
  
• Firm discounts for CPA exam study materials
  
• Flexible off-season hours
  
• Generous vacation package
  
• On-site fitness facilities with lockers and showers
• Potential annual bonus
  
• Potential annual raise
  
• ST/LT Disability Insurance