Tax Supervisor
Tax Supervisor
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Job Description
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 detailoriented and experienced Tax Supervisor with a specialized focus on trusts and estates. This handson 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 highnetworth clients and mentor junior staff.
Key Responsibilities:
- Tax Compliance: Prepare and review trust estate and gift tax returns (Formsand 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 highnetworth individuals.
- Research and Analysis: Conduct indepth 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 clientfirst approach.
- Proven ability to manage multiple priorities and meet deadlines in a fastpaced 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
Be sure to include the job title and location in the subject line for immediate consideration.
Learn more about HR Talent Partners:
Visit our LinkedIn profile HERE to connect with us professionally.
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- $50K Life Insurance
- Busy season meals
- Cash bonus upon acquiring CPA license
- Companysponsored 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 offseason hours
- Generous vacation package
- Onsite fitness facilities with lockers and showers
- Potential annual bonus
- Potential annual raise
- ST/LT Disability Insurance
Employment Type
Full Time
