Estate and Trust Supervisor

This is a fully remote position, open to applicants in Minnesota.

📋 Description

• Prepare and evaluate intricate estate, gift, trust, and fiduciary income tax filings.

• Conduct and assess fiduciary accounting and trust administration projects.

• Investigate and address complex tax and estate planning issues.

• Act as the main point of contact for clients while nurturing ongoing relationships.

• Collaborate with various departments to provide comprehensive solutions for clients.

• Remain informed about tax regulations, professional standards, and industry developments.

• Oversee budgets, billing, invoicing, scheduling, and tracking of engagements.

• Ensure accurate time logs, CRM documentation, calendars, and CPE compliance.

• Proactively communicate project updates and escalate concerns when necessary.

• Look for opportunities to engage in new projects and support team initiatives.

• Assist individuals, families, fiduciaries, and beneficiaries with estate and trust administration, taxation, and planning requirements.

• Advise clients on strategies to reduce estate and gift taxes while achieving their estate planning, charitable, and financial objectives.

⛳️ Requirements

• Bachelor’s degree in Accounting, Finance, or a related discipline.

• Over 4 years of tax experience, ideally with a focus on estate, gift, trust, and fiduciary taxation.

• Proficient in preparing and reviewing estate, gift, trust, and fiduciary income tax returns.

• Solid understanding of tax legislation, the Internal Revenue Code, and associated tax compliance and planning principles.

• Skilled in tax, accounting, and Microsoft Office software.

• Demonstrated ability to analyze intricate client data, creatively solve problems, and formulate practical tax solutions.

• Capability to delegate, oversee, and evaluate the work of junior team members.

• Highly detail-oriented with exceptional organizational capabilities, adaptability, and a quick learning curve for new processes and concepts.

• Proven track record of managing multiple priorities, exercising sound judgment, and maintaining confidentiality with professionalism and discretion.

• Strong interpersonal, written, and verbal communication skills, with the ability to function effectively both independently and as part of a team.

🏝️ Benefits

• 401(k)

• Dental insurance

• Disability insurance

• Employee assistance program

• Flexible schedule

• Health insurance

• Life insurance

• Paid time off

• Parental leave

• Tuition reimbursement

• Vision insurance

• Work from home

• Incentives, commissions, profit sharing, and more may be available depending on the role

• Reasonable accommodation for applicants

• Hybrid (or remote, as applicable) work environment