Estate and Trust Supervisor

Boulay•Eden Prairie, MN

About The Position

Boulay is seeking an Estate and Trust Supervisor to assist clients with estate, gift, trust, and related tax needs through advanced tax and accounting engagements. The role works with individuals, families, fiduciaries, and beneficiaries on estate and trust administration, including document analysis, tax return preparation and review, and fiduciary accounting. The team also advises clients on strategies to minimize estate and gift taxes while helping them pursue broader estate planning, charitable, and financial goals. This position offers work on complex client matters while managing multiple projects and client relationships. The supervisor serves as a client contact, contributes to practical tax solutions, and helps deliver comprehensive services in collaboration with other departments. The annual salary range is $87,000–$130,000; final compensation may vary based on experience, knowledge, and skills. Additional compensation such as incentives, commissions, or profit sharing may be available depending on the role.

Requirements

Bachelor's degree in Accounting, Finance, or a related field.
At least 4 years of tax experience; experience focused on estate, gift, trust, and fiduciary taxation is preferred.
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.
Ability to delegate, supervise, and review the work of less experienced team members.
Strong attention to detail and organizational skills, 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.