Tax Supervisor | Estate and Trust

We are currently seeking a talented, enthusiastic Tax Supervisor to join our Estate and Trust Tax team.

The Estate and Trust Supervisor is responsible for assisting our clients with their internal accounting and estate, gift, and trust needs by performing a variety of more advanced accounting and tax assignments. This includes managing multiple projects and client relationships simultaneously. Delegation and supervisory responsibilities will occur with less experienced staff. This position may also involve working cross-departmentally with other Boulay Departments to effectively accomplish projects and tasks.

With offices in Minnesota (Eden Prairie, Minneapolis, Mankato) and Florida (Naples) and a remote workforce in 25+ different states, Boulay offers a diverse work environment that empowers you to work where you want and how you want. Together, we strive to help you achieve your professional goals while allowing you the flexibility to reach your personal milestones.

We want to help you build a career fit for your life.

If you are looking for a unique opportunity to continue advancing professionally, bring fresh perspective, and ensure a balance between personal and professional ambitions, Boulay may be the right fit for you.

Responsibilities:

• Preparing estate, gift and trust tax and informational returns.
• Perform Trust accounting
• Manage Probate and Estate administration
• Manage light Real Estate administration
• Performing tax related services for clients including corporate, partnership, and individual tax returns
• Preparing tax computations, workpapers and entries
• Identify tax problems.
• Researching technical issues
• Communicating with team members as to the status of engagements/projects
• Working to develop better skills through reading, training seminars, CPE and accepting challenging engagements/projects
• Performing other tasks as necessary

Requirements

• Bachelor's Degree in Accounting
• 5+ years of progressively challenging public accounting experience
• Specific estate and trust experience  
• CPA, JD, or LLM
• Previous experience with Tax Software programs
• Solid knowledge of Internal Revenue Code
• Ability to reason intelligently and use sound judgment
• Ability to organize work and projects, prioritize and meet deadlines
• Strong attention to details
• Ability to communicate effectively in both written and verbal capacities
• Strong interpersonal skills and team-oriented
• Ability to learn new processes and information quickly

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
• Boulay is committed to attracting and developing highly talented professionals while providing a premier and inclusive candidate experience. Our Talent Acquisition Team strives to source and recruit diverse talent with an entrepreneurial mindset who will help contribute to the Firm's continued success