Estate and Trust Supervisor

Boulay Financial Advisors, LLC; Eden Prairie (MN); Hybrid; USD 87,000 - 130,000; Full time

Benefits offered by this job

401(k)

Dental insurance

Vision insurance

Health insurance

Disability insurance

Life insurance

Paid time off

Parental leave

Tuition reimbursement

Flexible schedule

Work from home

Job summary

Boulay Financial Advisors, LLC is seeking an Estate and Trust Supervisor to assist clients with estate, gift, trust, and related tax needs. You will manage complex engagements, supervise staff, and collaborate across departments to deliver comprehensive client solutions.

The role emphasizes building client relationships, solving complex tax issues, and guiding long-term financial and legacy planning. A strong tax background and meticulous attention to detail are essential.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• 4+ years of tax experience, preferably estate, gift, trust, and fiduciary taxation.
• Experience preparing and reviewing gift, estate, trust, and fiduciary income tax returns.
• Strong understanding of tax law and the Internal Revenue Code.
• Proficiency with tax, accounting, and Microsoft Office applications.

Responsibilities

• Prepare and review complex estate, gift, trust, and fiduciary income tax returns.
• Perform and review fiduciary accounting and trust administration engagements.
• Research and resolve complex tax and estate planning matters.
• Serve as a primary point of contact for clients and manage ongoing relationships.
• Collaborate across departments to deliver comprehensive client solutions.
• Stay current on tax laws, professional standards, and industry trends.
• Manage budgets, billing, invoicing, scheduling, and engagement tracking.
• Maintain accurate time entries, CRM records, calendars, and CPE compliance.
• Communicate project status proactively and escalate issues as needed.
• Seek opportunities to contribute to new projects and support team initiatives.

Skills

Communication

Team leadership

Problem solving

Attention to detail

Education

Bachelor's degree in Accounting, Finance, or related field

Tools

Microsoft Office

Job description

We are currently looking for an Estate and Trust Supervisor to join our team!

Our Estate & Trust professionals work closely with individuals, families, fiduciaries, and beneficiaries in the administration of estates and trusts, including the analysis of related documents, preparation and review of tax returns, and fiduciary accounting. The team also consults with clients on strategies to minimize estate and gift taxes while helping them achieve their broader estate planning, charitable, and financial goals.

The Estate & Trust Supervisor is responsible for assisting clients with their estate, gift, trust, and related tax needs by performing a variety of advanced tax and accounting engagements. This role offers the opportunity to work on complex and meaningful client matters while managing multiple projects and client relationships simultaneously.

This is an excellent opportunity for a tax professional who enjoys building client relationships, solving complex tax issues, and making a meaningful impact on clients' long-term financial and legacy planning goals.

Responsibilities

• Prepare and review complex estate, gift, trust, and fiduciary income tax returns.
• Perform and review fiduciary accounting and trust administration engagements.
• Research and resolve complex tax and estate planning matters.
• Serve as a primary point of contact for clients and manage ongoing relationships.
• Collaborate across departments to deliver comprehensive client solutions.
• Stay current on tax laws, professional standards, and industry trends.
• Manage budgets, billing, invoicing, scheduling, and engagement tracking.
• Maintain accurate time entries, CRM records, calendars, and CPE compliance.
• Communicate project status proactively and escalation issues as needed.
• Seek opportunities to contribute to new projects and support team initiatives.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• 4+ years of tax experience, preferably focused on estate, gift, trust, and fiduciary taxation.
• Experience preparing and reviewing gift, estate, trust, and fiduciary income tax returns.
• Strong understanding of tax law, the Internal Revenue Code, and related tax compliance and planning concepts.
• Proficiency with tax, accounting, and Microsoft Office applications.
• Proven ability to analyze complex client information, solve problems creatively, and develop practical tax solutions.
• Ability to delegate, supervise, and review the work of less experienced team members.
• Highly detail-oriented with strong organizational skills, adaptability, and the ability to learn new processes and concepts quickly.
• Demonstrated ability to manage multiple priorities, exercise sound judgment, and handle confidential information with professionalism and discretion.
• Strong interpersonal, written, and verbal communication skills, with the ability to work effectively both independently and collaboratively.

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 Jenna Nutting at [e-mail].

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