Boulay ยท 2 months ago
Tax Supervisor | Estate and Trust
United States
Full-time
Remote
Mid, Senior Level
$87K/yr - $130K/yr
5+ years expBoulay is a company that offers a diverse work environment with a focus on professional and personal growth. They are seeking a Tax Supervisor to assist clients with estate, gift, and trust needs, manage projects and client relationships, and supervise less experienced staff. The role involves preparing tax returns, performing trust accounting, and communicating with team members on project statuses.
Accounting
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
Qualification
Required
Bachelor's Degree in Accounting
5+ years of progressively challenging public accounting experience
Specific estate and trust experience
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
Company
Boulay
We help our clients reach business and personal goals with sound advice and strategic accounting, tax, business planning and wealth management services.
201-500 employees
H1B Sponsorship
Boulay has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (2)
2021 (1)
2020 (1)
Funding
Current Stage
Growth StageLeadership Team
Andrea Thermos, CPA
Partner
Andrew Kremer, JD, CPA
Partner | Estate and Trust Attorney
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