Tax Supervisor Trust and Estates
About The Position
We are seeking a motivated and ambitious Tax Supervisor to join our firm. This position offers a unique opportunity for career growth and advancement, with a clear path to partnership with our firm. As a Tax Supervisor supporting our Estate and Trust tax team, you will be responsible for conducting thorough research, analysis, and review of complex tax matters related to estates and trusts. You will provide expert advice and guidance on tax planning strategies for high-net-worth individuals, trusts, and gifts. Your expertise in international tax issues, including cross-border transactions and international estate planning, will be integral to the success of our firm. PBMares Core Values: Integrity Trust Respect Accountability Caring
Responsibilities
- Reviewing complex gift, estate, and fiduciary income tax returns, including related schedules and forms
- Reviewing of fiduciary accountings for estates and trusts
- Providing tax planning and consulting to our firm's high net worth client for estate and individual income taxes
- Researching and consulting on various estate, gift, and trust related issues, such as trustee and beneficiary issues, Crummey obligations, and generation skipping tax issues.
- Identifying additional estate and income tax planning opportunities for clients
- Overseeing billing and collections of clients
- Managing, coaching, and mentoring staff, seniors, and supervisors
- Researching and drafting memorandum involving complex tax matters
- Identifying and implementing tax planning opportunities
- Overseeing complete tax research projects for a variety of clients and diverse industries
- Managing multiple engagements concurrently with various teams to efficiently meet client deadlines
- Conducting constructive discussions with team members on their evaluations and providing counsel accordingly
- Serving in professional development programs as an instructor or discussion leader
Benefits
- Full benefits: medical, dental, 401K match
- Paid Time Off
- 11 paid holidays per year
- Flexible work schedule to include hybrid work environment.
- Summer Hours- Friday half days (based on a minimum 40 hour work week)
- Company investment of a minimum of 40 hours learning and development annually
- Path to Partner Program
- CPA Certification reimbursement and bonus program
- The opportunity to grow and shape the future of the firm
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Industry
Professional, Scientific, and Technical Services
Education Level
No Education Listed
Number of Employees
251-500 employees
