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Tax Supervisor
1 month ago
The Tax Supervisor - Trust & Estate will support our firm's high-net-worth clients in managing their tax affairs related to trusts, estates, and individual income taxes. This role will assist in projects as required by Managers, Directors, and Partners, meeting client needs and concerns while promoting teamwork and working as a team member. The successful candidate will prepare correspondence accurately and in a timely manner.
Key Responsibilities- Assumes substantial responsibility for compiled, reviewed or audit and tax engagements.
- Possesses critical thinking for problem solving and effectively communicates solutions to problems.
- Provides meaningful recommendations for clients, if applicable.
- Stays current on accounting and tax law matters.
- Minimum Education required: Bachelor's degree.
- CPA Certification required.
- Must possess and maintain a valid driver's license to travel to client locations.
- Minimum Experience required: 4+ years of experience in public accounting.
- Competitive compensation
- Unlimited PTO for qualified employees
- Generous health and welfare benefits
- Focus on work/life balance
- Flexible schedules
- Opportunity to work with a friendly and supportive team
- Strong mentoring program with a focus on the success of each team member
