Job description
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
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
The annual salary range for this position is: $87,000 - $130,000. This salary range reflects the anticipated responsibilities and qualifications of a successful candidate for this role. Final compensation may vary depending upon an individual’s experience, knowledge, and skills. Individuals may be eligible for additional compensation in the form of incentives, commissions, profit sharing, and more, depending on the role. Boulay offers a wide range of benefits such as medical, dental, vision, 401k, flexible schedules, hybrid (or remote, as applicable) work environment, paid time away, and more.
Boulay is committed to providing reasonable accommodation to all applicants . If you require any accommodation, contact Maria at [email protected].
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.
- 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
