Supervisor

We are currently seeking a Supervisor to join our Private Client Group which provides Estate Planning Services and Tax Compliance Services.

• Prepare individual trust estate gift and foundation tax returns
• Prepare estate and trust fiduciary accountings
• Provide high level personal financial and estate compliance services
• Review tax information supplied by clients and provide timely high quality client service that meets or exceeds client expectations
• Supervise train mentor and evaluate tax associates
• Perform tax research and respond to inquiries from the IRS and other tax authorities
• Stay current on new tax legislation

Qualifications

• BA/BS degree in accounting from an accredited college/university required; Masters in Taxation preferred
• 3 years progressive experience in public accounting required
• CPA certification or demonstrated progress towards obtaining CPA certification preferred.
• Experience in individual estate trust and gift tax preparation fiduciary accounting and research software required
• Knowledge of Federal State and Local tax laws
• Ability to establish and maintain good client relationships
• Excellent verbal and written communication skills
• Proficiency in Microsoft Office applications required
• Must be able to work additional hours as needed to meet client deliverables