Supervisor (Tax) - Trust & Estate

1 day ago

San Diego, United States Hutchinson & Bloodgood LLP Full time
Job DescriptionJob DescriptionAre you interested in becoming a valued member of a remarkable team and firm? A place where your talents can shine as you assist clients in improving their financial, tax, and business aspects? Are you seeking a collaborative, innovative, and fulfilling work environment where your contributions are recognized and rewarded?

Look no further With over 100 years in the industry, our firm serves clients locally and globally. Our expertise extends across a wide array of industries, ensuring that we can cater to the unique needs of clients from diverse sectors.

Join our team and experience a collaborative and enriching work environment. With an emphasis on continuous technical training and the development of essential skills, we prioritize your success by providing the tools and resources needed to thrive in the world of public accounting

Job Summary:

The Supervisor (Tax) - Trust & Estate will support our firm's high-net-worth clients in managing their tax affairs related to trusts, estates, and individual income taxes. Assists in projects as required by Managers, Directors, and Partners. Meets client’s needs and concerns. Promotes teamwork and works as team member. Prepares correspondence accurately and in a timely manner.

Essential Functions: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the job requirements. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Tax Preparation and Financial Reporting

  • 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.

Client Relationship Management

  • Provides meaningful recommendations for clients, if applicable.
  • Drafts clear written documentation.
  • Provides a high level of professional service and quality.
  • Addresses any and all concerns of clients in a timely manner.
  • Utilizes firm resources in providing “full service” to our clients.
  • Participates in networking functions.

Supervisory Functions

  • Delegates assignments and monitors progress of work.
  • Reviews work of associates and senior associates.
  • Provides feedback and direction.
  • Motivates the team to maintain high standards of productivity and quality.
  • Provides on-the-job training to ensure high level of skills of the team.
  • Problem solves any issues with productivity or skill.
  • Provides onboarding functions for new associates to ensure knowledge and skills are developed.
  • Alerts manager about any infraction of a standard of conduct or performance issue and ensures a high level of staff morale and productivity.

Administrative Tasks

  • Works independently with a minimum of supervision.
  • Follows all policies and procedures established by firm.
  • Enters time daily to ensure current and accurate tracking of hours.
  • Assigns hours to each client to ensure accurate billing.
  • Follows safety rules according to firm Injury and Illness Prevention Program (IIPP).

Marginal Functions

  • Accepts special projects as assigned

Job Requirements: To perform this job successfully, the individual must possess the following education, licenses and certifications, experience, and skills.

Education

  • Minimum Education required: Bachelor’s degree.

Licenses and Certifications

  • CPA Certification required.
  • Must possess and maintain a valid driver's license to travel to client locations.

Experience

Minimum Experience required: 4+ years of experience in public accounting

Technical Skills

  • High level understanding of accounting theory and accounting practices.
  • High level understanding of the rules, regulations, and code of conduct.
  • High level familiarity with pertinent IRC (Internal Revenue Code) sections and regulations.
  • High proficiency in the preparation of corporate, individual, partnership and other tax returns prepared by the Firm.
  • High organizational skills with excellent attention to detail.
  • High ability to work under pressure, multi-task and meet deadlines.
  • High level of PC skills, including Microsoft Windows and Office applications.
  • High level of abilities with various accounting systems.

Interpersonal Skills

  • High level of enthusiasm to work collaboratively in a team environment to meet and exceed expectations for internal and external clients.
  • Self-motivated, adaptable, able to work with minimal direction in a high-pressure environment.
  • Works independently and is self-motivated to complete tasks and assignments with a minimum amount of supervision and is flexible to accept tasks and projects.
  • Upholds the professional standards of conduct for respectful behavior and demonstrates a high degree of personal integrity.
  • Ability to use independent judgment in determining procedures and processes.
  • Ability to work with all levels of management and non-management staff.

What we offer:

  • 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

The compensation for this position ranges from $79,000 - $115,000. Actual compensation will be dependent upon the individual’s qualifications, experience, skills, licensure, and certifications.

  • Trust and Estate Tax Specialist

    1 month ago

    San Diego, California, United States RES Consultant Group Full time

    Job Title: Trust and Estate Tax SpecialistA competitive salary for this role is estimated at $95,000 to $110,000 annually, depending on experience.OverviewWe are a boutique CPA firm specializing in working with privately held businesses, family offices, and high-net-worth individuals. Our client is seeking an experienced Trust and Estate Tax Manager to join...

  • Tax Specialist

    3 weeks ago

    San Diego, California, United States Hutchinson & Bloodgood LLP Full time

    Hutchinson & Bloodgood LLP is seeking a Tax Specialist - Estate and Trust to support our firm's high-net-worth clients in managing their tax affairs related to trusts, estates, and individual income taxes.">This role will involve assisting in projects as required by Managers, Directors, and Partners, meeting client needs and concerns, promoting teamwork,...

  • Director, Tax Trust

    1 month ago

    San Francisco, United States Charles Schwab Full time

    Position Type: RegularYour opportunityWealth and Advice Solutions is Schwab's comprehensive Wealth Management organization filled with talent that excels at personal relationships, specialized service and providing ongoing advice built on Schwab's approach to investing. The Wealth Strategies Consulting Group addresses complex wealth management needs of...

  • Director, Tax Trust

    4 weeks ago

    San Francisco, United States CFA Institute Full time

    Position Type: Regular Your opportunityWealth and Advice Solutions is Schwab's comprehensive Wealth Management organization filled with talent that excels at personal relationships, specialized service and providing ongoing advice built on Schwab's approach to investing. The Wealth Strategies Consulting Group addresses complex wealth management needs of...

  • Director, Tax Trust

    4 weeks ago

    San Francisco, United States Charles Schwab Full time

    Position Type: RegularYour opportunityWealth and Advice Solutions is Schwab's comprehensive Wealth Management organization filled with talent that excels at personal relationships, specialized service and providing ongoing advice built on Schwab’s approach to investing.  The Wealth Strategies Consulting Group addresses complex wealth management needs of...

  • Trust and Estate Attorney

    3 hours ago

    San Francisco, United States Jobot Full time

    Mid-size trust and estate firm! HYBRIDThis Jobot Job is hosted by: Mallory CallowayAre you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.Salary: $100,000 - $200,000 per yearA bit about us:Mid-size trust and estate firm!Why join us?Medical Benefits401kPTOCompetitive payJob DetailsJob Details:We are currently seeking a highly...

  • Trust and Estate Attorney

    24 hours ago

    San Francisco, United States Jobot Full time

    Job DescriptionJob DescriptionMid-size trust and estate firm! HYBRIDThis Jobot Job is hosted by: Mallory CallowayAre you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary: $100,000 - $200,000 per yearA bit about us:Mid-size trust and estate firm!Why join us?Medical Benefits401kPTOCompetitive payJob DetailsJob...

  • Trusts & Estates Litigation Associate

    3 months ago

    San Diego, United States Van Dyke & Associates, APLC Full time

    Company Description Van Dyke & Associates, APLC is an AV Rated firm based in Downtown San Diego, specializing in complex Trust & Probate litigation, trial, and appeals. The firm serves individual and fiduciary clients with disputed Trust & Estate matters. Visit www.vdalaw.com for more information. Role Description This is a full-time on-site role for a...

  • Tax and Estate Expert Leader

    2 weeks ago

    San Diego, California, United States Hutchinson & Bloodgood LLP Full time

    Seeking a Tax and Estate Expert Leader to support high-net-worth clients in managing their tax affairs related to trusts, estates, and individual income taxes.ResponsibilitiesAssumes substantial responsibility for compiled, reviewed or audit and tax engagements.Possesses critical thinking for problem solving and effectively communicates solutions to...

  • Trusts and Estates Law Professional

    1 week ago

    San Diego, California, United States Weiner Law Full time

    Job DescriptionSenior Estate Planning Attorney sought for a challenging role at Weiner Law. The successful candidate will handle a diverse range of estate planning tasks, supervise junior staff, and contribute to the firm's growth and success.Key AccountabilitiesEstate planning document preparation and reviewProbate and trust administration case...

  • Associate Attorney

    2 days ago

    San Diego, United States Jobot Full time

    Job DescriptionJob DescriptionGrowing law firm seeking experienced Associate Attorney (Trusts & Estates) to join their San Diego team!This Jobot Job is hosted by: Brittany PerryAre you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary: $150,000 - $215,000 per yearA bit about us:Growing law firm seeking experienced...

  • Paralegal (Trusts & Estates)

    24 hours ago

    San Diego, United States Jobot Full time

    Job DescriptionJob DescriptionGrowing legal firm seeking experienced Paralegal (Trusts & Estates) to join their team!This Jobot Job is hosted by: Brittany PerryAre you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary: $80,000 - $100,000 per yearA bit about us:Growing legal firm seeking experienced Paralegal (Trusts &...

  • Trusts & Estates Attorney

    4 weeks ago

    San Francisco, CA, United States DLKLawGroup PC Full time

    The Trusts & Estates Attorney must have at least three (3) years of recent experience designing plans for high-net-worth clients, including designing and drafting irrevocable trusts such as Crummey trusts, intentionally defective grantor trusts, irrevocable life insurance trusts, charitable split-interest trusts, and grantor retained annuity trusts, as well...

  • Associate Attorney

    1 day ago

    San Diego, United States Jobot Full time

    Job DescriptionJob DescriptionGrowing legal firm seeking an experienced Associate Attorney (Trusts & Estates) to join their team in San Diego!This Jobot Job is hosted by: Brittany PerryAre you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary: $130,000 - $160,000 per yearA bit about us:Growing legal firm seeking an...

  • Trust and Estate Secretary

    4 months ago

    San Francisco, United States Jobot Full time

    Job DescriptionJob DescriptionTrust/Estate SecretaryThis Jobot Job is hosted by: Trey MattsonAre you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary: $75,000 - $90,000 per yearA bit about us:Our prestigious law firm is seeking a seasoned Permanent Trust and Estate Secretary. The ideal candidate will have a minimum of...

  • Tax Manager

    1 hour ago

    San Diego, United States Moss Adams LLP Full time

    Job Number:Tax Manager - Real Estate (27662)Employee StatusRegular Schedule: Full TimePrimary LocationSan Diego, CADescriptionAt Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care—about you, about our clients, and about our communities. Here, you’ll work towards our mission of empowering others to...

  • Secretarial Support for Trusts and Estates

    1 month ago

    San Diego, California, United States Hahn Loeser & Parks LLP Full time

    Responsibilities and QualificationsThis role requires a minimum of 5 years of relevant work experience, preferably in trusts and estates or litigation. You must have excellent communication and organizational skills, as well as strong computer proficiency with Microsoft Office Suite. Additional responsibilities include:Managing complex calendars and...

  • Trusts & Estates Litigation Paralegal

    4 weeks ago

    San Diego, CA, United States DLKLawGroup PC Full time

    The Trusts & Estates Litigation Paralegal must have at least three (3) years of recent Trusts & Estates litigation experience and will manage the discovery process as well as prepare cases for depositions, mediations and trials. The Trusts & Estates Litigation Paralegal will prepare legal documents, filings, and/or general correspondence with accuracy and...

  • Trusts & Estates Paralegal

    7 days ago

    San Rafael, United States Thompson Welch Soroko & Gilbert LLP Full time

    Thompson Welch Soroko & Gilbert LLP seeks a dedicated paralegal to join our Estate Planning, Trust, and Probate practice.About UsWe are committed to delivering exceptional legal services to our clients. Join our professional and friendly team and embark on a rewarding career journey with opportunities for growth. Our firm is conveniently located near the...

  • Trusts & Estates Paralegal

    2 months ago

    San Rafael, United States Thompson Welch Soroko & Gilbert LLP Full time

    Thompson Welch Soroko & Gilbert LLP seeks a dedicated paralegal to join our Estate Planning, Trust, and Probate practice.About UsWe are committed to delivering exceptional legal services to our clients. Join our professional and friendly team and embark on a rewarding career journey with opportunities for growth. Our firm is conveniently located near the...