Estate and Trust Supervisor

Boulay•Minneapolis, MN

4d•$87,000 - $130,000

About The Position

The Estate and Trust Supervisor assists clients with estate, gift, trust, fiduciary, and related tax needs by performing advanced tax and accounting engagements. The role involves working with individuals, families, fiduciaries, and beneficiaries on estate and trust administration, including document analysis, tax return preparation and review, and fiduciary accounting. The supervisor also consults with clients on strategies to minimize estate and gift taxes while supporting their broader estate-planning, charitable, and financial goals. This position manages multiple projects and client relationships, serves as a primary client contact, and works on complex matters with long-term financial and legacy-planning implications. The supervisor collaborates across departments, helps develop less experienced team members, and contributes to team initiatives.

Requirements

Bachelor's degree in Accounting, Finance, or a related field.
At least 4 years of tax experience.
Experience preparing and reviewing gift, estate, trust, and fiduciary income tax returns.
Strong understanding of tax law, the Internal Revenue Code, and related tax compliance and planning concepts.
Proficiency with tax, accounting, and Microsoft Office applications.
Ability to analyze complex client information, solve problems creatively, and develop practical tax solutions.
Strong organizational skills, attention to detail, adaptability, and ability to learn new processes and concepts quickly.
Ability to manage multiple priorities, exercise sound judgment, and handle confidential information professionally and discreetly.
Strong interpersonal, written, and verbal communication skills, with the ability to work independently and collaboratively.

Nice To Haves

Tax experience focused on estate, gift, trust, and fiduciary taxation.

Responsibilities

Prepare and review complex estate, gift, trust, and fiduciary income tax returns.
Perform and review fiduciary accounting and trust administration engagements.
Research and resolve complex tax and estate-planning matters.
Serve as a primary point of contact for clients and manage ongoing relationships.
Collaborate across departments to deliver comprehensive client solutions.
Stay current on tax laws, professional standards, and industry trends.
Manage budgets, billing, invoicing, scheduling, and engagement tracking.
Maintain accurate time entries, CRM records, calendars, and CPE compliance.
Communicate project status proactively and escalate issues as needed.
Seek opportunities to contribute to new projects and support team initiatives.
Delegate, supervise, and review the work of less experienced team members.