PBMares, LLP · 2 weeks ago
Tax Supervisor Trust and Estates
New Bern-MC Area
Full-time
Hybrid
Mid, Senior Level
$85K/yr - $120K/yr
3+ years expPBMares, LLP is a leading firm seeking a motivated and ambitious Tax Supervisor to join their Estate and Trust tax team. The role involves conducting research, analysis, and review of complex tax matters related to estates and trusts, providing expert advice on tax planning strategies for high-net-worth individuals, and overseeing the management and mentoring of staff.
AccountingConsultingProfessional Services
No H1B
U.S. Citizen Only
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
Qualification
Required
Minimum of 3 years of experience in tax compliance and planning, with a focus on estates and trusts and high-net-worth individuals
CPA and/or JD Certification
Bachelor's degree in Accounting, Finance, or a related field
Proficiency in using tax software systems such as, Sure Prep, GEMs, CCH Axcess, Microsoft Suites, and Adobe
Excellent analytical skills and attention to detail
Strong organizational and time management abilities
Exceptional written and verbal communication skills
Extensive experience in researching, reviewing, and planning complex tax matters. Experience working with individuals
Preferred
Masters degree preferred
Strong technical knowledge of fiduciary tax, gift and estate tax compliance issues and estate planning
Experience working with high-net-worth individuals living abroad including estate planning
Strong knowledge of international tax issues and cross-border transactions as it relates to estates and trusts
Ability to read, interpret and summarize trust documents
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
Company
PBMares, LLP
PBMares is an accounting company that offers accounting and business consulting services in the Mid-Atlantic region.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Kyle Ilsley
Chief Financial Officer
Mary Aldrich, SPHR, SHRM-SCP, AAAPM
Partner and Chief Operating Officer
Company data provided by crunchbase