Tax Supervisor - Trusts/Estates

Summary of Position:

• The Tax Supervisor - Trusts/Estates - will play a key role in our Trust & Estate practice, supporting high-net-worth individuals and families. This role will be responsible and focused on day-to-day tax preparation and review for trust and estate engagements, while contributing to interaction for individual and business tax. They will oversee complex tax activities/clients, while managing multiple tax engagements, delivering quality income tax services for our diverse client case. 

Essential Functions:

• Prepare complex fiduciary income tax returns, gift, estate, and various other tax returns (corporate, partnership, individual tax planning) with no direct supervision
• Technical review of Trust, Estate, Private Foundation returns, and individual/business tax returns/planning
• Assist with estate and trust planning strategies
• Conduct appropriate and applicable research regarding tax issues to ensure accuracy and implementation of specific tax law and provide guidance to clients and/or suggest alternatives
• Manage daily client workflow and multiple client projects
• Complete assignments within timeline and budget
• Become Primary contact for trust/estate, individual, business clients
• Provide guidance/feedback to Associates and Senior Associates and encourage their development
• Work directly with high-net-worth individuals, family groups, advisors on Trust and Estate matters - providing tax compliance, tax planning, Estate planning services
• Provide high level personal financial and Estate planning services
• Assist staff with correcting complex errors on tax forms
• Remain familiar with IRS and state tax agencies to address inquiries
• Form "Trusted Advisor" relationship with clients, primary specialty-area focused
• Communicate with clients regarding status of projects

Minimum Qualifications

• Bachelor’s degree in accounting or Master’s degree in accounting or taxation or related field
• Minimum 7 year’s accounting and tax experience with a focus and exposure to trusts and estates
• Experience with trusts, estate returns is required
• Experience with variety of income tax filings; trust, individual, S-Corp/Partnership a plus
• Understanding of and sensitivity to confidential information
• Ability to meet time constraints and client deadlines
• Ability to work overtime from January - April 15 (may be in excess of 55 hours per week). Occasional overtime work required throughout the year.
• Ability to multi-task and manage a complex workload to meet reporting deadlines

Reynolds + Rowella, LLP is an Equal Opportunity Employer and does not discriminate against qualified applicants with regard to race, color, religion, age, sex, national origin, disability, sexual orientation, genetics or veteran status. In addition to federal law requirements Reynolds + Rowella, LLP complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment. This job description indicates in general terms, the type and level of work performed.  The duties described are not to be interpreted as being all-inclusive and management reserves the rights to add, modify, change or rescind the tasks as assigned at any time.  Nothing in this position description changes the at-will employment relationship existing between the company its employees.